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 | 69.06% | +0.32% | +26.42% | |
| 2 | ✓ | Ishares Tr Core Msci Total Int | 股票-其他 | 10.23% | — | -16.25% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.27% | +0.06% | +6.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.74% | +0.03% | — | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.57% | +0.47% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | +0.02% | — | |
| 7 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.64% | — | +0.23% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | -0.09% | +432.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +0.4% | +432.11% | 加仓 |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.2% | +0.23% | 加仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | — | 不变 |
| 4 | IWM | Ishares Russell 2000 ETF | -1.3% | +6.93% | 加仓 |
| 5 | IWB | Ishares Russell 1000 ETF | -1.7% | +26.42% | 加仓 |
| 6 | ✓ | Ishares Tr Core Msci Total Int | -7.2% | -16.25% | 减仓 |
| 7 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新建仓 |
| 8 | SCHM | Schwab US Mid Cap ETF | — | NEW | 新建仓 |