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 | 37.65% | +0.32% | -6.80% | |
| 2 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 20.06% | +0.07% | +5.56% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.49% | +0.03% | -1.22% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 8.96% | +0.47% | +0.56% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.64% | +0.18% | -29.29% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.78% | -0.09% | +716.84% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.60% | +0.06% | -3.68% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.75% | — | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.86% | — | — | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.37% | — | +1673.10% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | +0.02% | +50.83% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.83% | — | — | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | +0.01% | -1.79% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.42% | — | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.22% | +0.01% | -49.17% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.21% | -0.10% | — | |
| 18 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.06% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +3.3% | +716.84% | 加仓 |
| 2 | SCHB | Schwab US Broad Market ETF | +1.3% | +1673.10% | 加仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +50.83% | 加仓 |
| 4 | MAA | Mid-america Apartment Comm | — | — | 不变 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.79% | 减仓 |
| 6 | SCHK | Schwab 1000 Index ETF | -0.2% | +5.56% | 加仓 |
| 7 | SCHA | Schwab US Small-cap ETF | -0.3% | -49.17% | 减仓 |
| 8 | IWM | Ishares Russell 2000 ETF | -0.7% | -3.68% | 减仓 |
| 9 | SCHM | Schwab US Mid Cap ETF | -0.8% | +0.56% | 加仓 |
| 10 | IJH | Ishares Core S&p Midcap ETF | -1.4% | -1.22% | 减仓 |
| 11 | IJR | Ishares Core S&p Small-cap E | -2.9% | -29.29% | 减仓 |
| 12 | IWB | Ishares Russell 1000 ETF | -5.3% | -6.80% | 减仓 |
| 13 | VB | Vanguard Small-cap ETF | — | NEW | 新建仓 |
| 14 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | — | NEW | 新建仓 |
| 16 | VO | Vanguard Mid-cap ETF | — | NEW | 新建仓 |
| 17 | IEMG | Ishares Core Msci Emerging | — | NEW | 新建仓 |
| 18 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新建仓 |