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 | 64.95% | +0.32% | +0.17% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 16.18% | +0.03% | -26.83% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 9.30% | +0.47% | -25.90% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.06% | +0.06% | +0.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | +0.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | +0.01% | +5.32% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.50% | -0.09% | -0.67% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.24% | +0.01% | +0.73% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.20% | +0.18% | +4.73% | |
| 10 | SO | Southern Co/the | 股票-公用事业 | 0.09% | — | — |
| # | 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 | +5.4% | +0.17% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.7% | +0.29% | 加仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.32% | 加仓 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | 不变 |
| 5 | SCHX | Schwab US Large-cap ETF | 0% | -0.67% | 减仓 |
| 6 | IJR | Ishares Core S&p Small-cap E | 0% | +4.73% | 加仓 |
| 7 | SCHA | Schwab US Small-cap ETF | 0% | +0.73% | 加仓 |
| 8 | SCHM | Schwab US Mid Cap ETF | -2.2% | -25.90% | 减仓 |
| 9 | IJH | Ishares Core S&p Midcap ETF | -4.2% | -26.83% | 减仓 |
| 10 | SO | Southern Co/the | — | NEW | 新建仓 |
| 11 | SCHB | Schwab US Broad Market ETF | — | EXIT | 清仓 |