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 | 62.33% | +0.32% | -0.21% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 18.15% | +0.03% | +99.24% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.75% | +0.47% | +148.13% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.29% | +0.06% | +0.94% | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 1.04% | — | +64.61% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | +0.02% | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.44% | -0.09% | -3.47% |
| # | 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 | +7.4% | +99.24% | 加仓 |
| 2 | SCHM | Schwab US Mid Cap ETF | +4.6% | +148.13% | 加仓 |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.3% | +64.61% | 加仓 |
| 4 | SCHX | Schwab US Large-cap ETF | -0.1% | -3.47% | 减仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | 不变 |
| 6 | IWM | Ishares Russell 2000 ETF | -1.8% | +0.94% | 加仓 |
| 7 | IWB | Ishares Russell 1000 ETF | -10.3% | -0.21% | 减仓 |