CIK: 0001488921
申报总市值
US$19.1亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 68.93% | +0.32% | +29.10% | |
| 2 | ✓ | Ishares Tr Core Msci Total Int | 股票-其他 | 18.75% | — | +250.34% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 10.30% | +0.06% | -2.01% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | +0.02% | — | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.78% | — | -8.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +14% | +29.10% | 加仓 |
| 2 | ✓ | Ishares Tr Core Msci Total Int | +13.2% | +250.34% | 加仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不变 |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.1% | -8.89% | 减仓 |
| 5 | IWM | Ishares Russell 2000 ETF | -0.6% | -2.01% | 减仓 |
| 6 | ✓ | Ishares Core High Dividend ETF | — | EXIT | 清仓 |
| 7 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | 清仓 |