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 | 51.87% | +0.32% | -19.90% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 15.25% | +0.03% | -6.03% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 12.48% | +0.07% | +1563.45% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 10.60% | +0.47% | +10.12% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.76% | +0.06% | -17.26% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.50% | +0.01% | +488.33% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | +0.02% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.01% | -8.44% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.50% | -0.09% | -0.31% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 0.28% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | +0.18% | -3.50% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.08% | — | +14.36% | |
| 13 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | +11.7% | +1563.45% | 加仓 |
| 2 | SCHA | Schwab US Small-cap ETF | +1.3% | +488.33% | 加仓 |
| 3 | SCHM | Schwab US Mid Cap ETF | +1.1% | +10.12% | 加仓 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不变 |
| 5 | SCHB | Schwab US Broad Market ETF | 0% | +14.36% | 加仓 |
| 6 | SCHX | Schwab US Large-cap ETF | — | -0.31% | 减仓 |
| 7 | IJR | Ishares Core S&p Small-cap E | — | -3.50% | 减仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -8.44% | 减仓 |
| 9 | IJH | Ishares Core S&p Midcap ETF | -0.9% | -6.03% | 减仓 |
| 10 | IWM | Ishares Russell 2000 ETF | -1.1% | -17.26% | 减仓 |
| 11 | IWB | Ishares Russell 1000 ETF | -12.4% | -19.90% | 减仓 |
| 12 | BND | Vanguard Total Bond Market | — | NEW | 新建仓 |
| 13 | WTW | Willis Towers Watson Public Limited Company | — | NEW | 新建仓 |