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 | 70.77% | +0.32% | -1.09% | |
| 2 | ✓ | Ishares Tr Core Msci Total Int | 股票-其他 | 17.44% | — | -1.18% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 9.56% | +0.06% | -1.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.28% | +0.02% | — | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.83% | — | +0.05% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.12% | -0.09% | — |
| # | 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 | +1.2% | -1.09% | 减仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不变 |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | 0% | +0.05% | 加仓 |
| 4 | IWM | Ishares Russell 2000 ETF | -0.6% | -1.09% | 减仓 |
| 5 | ✓ | Ishares Tr Core Msci Total Int | -0.7% | -1.18% | 减仓 |
| 6 | SCHX | Schwab US Large-cap ETF | — | NEW | 新建仓 |