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 | 72.64% | +0.32% | -0.42% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 10.73% | +0.03% | +11.76% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 10.08% | +0.06% | -0.31% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.15% | +0.47% | +18.12% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | +0.02% | — | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.73% | — | +0.09% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.53% | -0.09% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.9% | +11.76% | 加仓 |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.6% | +18.12% | 加仓 |
| 3 | SCHX | Schwab US Large-cap ETF | 0% | — | 不变 |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | 0% | +0.09% | 加仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不变 |
| 6 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.31% | 减仓 |
| 7 | IWB | Ishares Russell 1000 ETF | -1.2% | -0.42% | 减仓 |