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 | 59.48% | +0.32% | -3.50% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 20.80% | +0.03% | +22.68% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 10.79% | +0.47% | +35.25% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.58% | +0.06% | -3.51% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | +0.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | +0.01% | +0.03% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | -0.09% | +0.00% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.20% | +0.01% | +3.69% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.15% | +0.18% | -3.42% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.10% | — | — | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.06% | — | — | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.06% | — | — |
| # | 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 | +3.1% | +22.68% | 加仓 |
| 2 | SCHM | Schwab US Mid Cap ETF | +2.4% | +35.25% | 加仓 |
| 3 | SCHA | Schwab US Small-cap ETF | — | +3.69% | 加仓 |
| 4 | IJR | Ishares Core S&p Small-cap E | — | -3.42% | 减仓 |
| 5 | SCHX | Schwab US Large-cap ETF | 0% | +0.00% | 加仓 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.03% | 加仓 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不变 |
| 8 | IWM | Ishares Russell 2000 ETF | -0.3% | -3.51% | 减仓 |
| 9 | IWB | Ishares Russell 1000 ETF | -5.4% | -3.50% | 减仓 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 11 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新建仓 |
| 12 | SCHB | Schwab US Broad Market ETF | — | NEW | 新建仓 |