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 | 64.84% | +0.32% | -1.08% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 17.75% | +0.03% | -2.72% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.35% | +0.47% | -1.43% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.84% | +0.06% | -1.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | +0.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.01% | +0.02% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | -0.09% | -1.37% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.20% | +0.01% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.15% | +0.18% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.29% | 减仓 |
| 2 | SCHM | Schwab US Mid Cap ETF | 0% | -1.43% | 减仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | — | — | 不变 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.02% | 加仓 |
| 5 | SCHX | Schwab US Large-cap ETF | — | -1.37% | 减仓 |
| 6 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -2.72% | 减仓 |
| 7 | IWB | Ishares Russell 1000 ETF | -0.3% | -1.08% | 减仓 |
| 8 | SCHA | Schwab US Small-cap ETF | — | NEW | 新建仓 |
| 9 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建仓 |