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 | 30.06% | +0.32% | -4.55% | |
| 2 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 26.46% | +0.07% | -19.13% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.85% | +0.03% | -30.79% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 11.58% | — | — | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 9.57% | +0.47% | -31.12% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.75% | +0.01% | -38.73% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.12% | +0.18% | -35.32% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.05% | +0.06% | -12.03% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | +0.02% | -2.58% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | +0.01% | -3.99% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.37% | -0.09% | -2.74% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.05% | — | -12.06% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.04% | -0.01% | — |
| # | 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 | +1.2% | -4.55% | 减仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.58% | 减仓 |
| 3 | SCHX | Schwab US Large-cap ETF | 0% | -2.74% | 减仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.99% | 减仓 |
| 5 | SCHB | Schwab US Broad Market ETF | — | -12.06% | 减仓 |
| 6 | IWM | Ishares Russell 2000 ETF | 0% | -12.03% | 减仓 |
| 7 | IJR | Ishares Core S&p Small-cap E | -1.3% | -35.32% | 减仓 |
| 8 | SCHA | Schwab US Small-cap ETF | -1.6% | -38.73% | 减仓 |
| 9 | SCHM | Schwab US Mid Cap ETF | -2.8% | -31.12% | 减仓 |
| 10 | IJH | Ishares Core S&p Midcap ETF | -3.6% | -30.79% | 减仓 |
| 11 | SCHK | Schwab 1000 Index ETF | -3.6% | -19.13% | 减仓 |
| 12 | SCHG | Schwab US Large-cap Growth | — | NEW | 新建仓 |
| 13 | IWF | Ishares Russell 1000 Growth | — | NEW | 新建仓 |