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 | 65.09% | +0.32% | +2.61% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 17.92% | +0.03% | +13.66% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.33% | +0.47% | -18.66% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.79% | +0.06% | +1.30% | |
| 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% | -69.59% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | -0.09% | +9.91% |
| # | 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 | +6.3% | +2.61% | 加仓 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +3.7% | +13.66% | 加仓 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.4% | +1.30% | 加仓 |
| 4 | SCHX | Schwab US Large-cap ETF | +0.1% | +9.91% | 加仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | 不变 |
| 6 | SCHM | Schwab US Mid Cap ETF | -1.1% | -18.66% | 减仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | -69.59% | 减仓 |
| 8 | EFA | Ishares Msci Eafe ETF | — | EXIT | 清仓 |
| 9 | IEMG | Ishares Core Msci Emerging | — | EXIT | 清仓 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | 清仓 |
| 11 | SCHA | Schwab US Small-cap ETF | — | EXIT | 清仓 |