CIK: 0001359262
申报总市值
US$8.7亿
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 46.61% | — | — | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 34.52% | — | — | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 6.77% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.99% | — | +1.27% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.63% | — | +1.26% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | — | -0.79% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.18% | — | -0.57% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | — | +0.95% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.91% | — | -6.32% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.83% | — | +3.62% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | — | |
| 12 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.66% | — | +7.90% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.49% | — | — | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.42% | — | — | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.39% | — | — | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.12% | — | — | |
| 17 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.10% | — | — | |
| 18 | INDA | Ishares Msci India ETF | ETF-其他 | 0.09% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EWW | Ishares Msci Mexico ETF | 0% | — | 不变 |
| 2 | IEUR | Ishares Core Msci Europe ETF | 0% | — | 不变 |
| 3 | INDA | Ishares Msci India ETF | 0% | — | 不变 |
| 4 | EWJ | Ishares Msci Japan ETF | 0% | — | 不变 |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | 不变 |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | 0% | — | 不变 |
| 7 | IYR | Ishares US Real Estate ETF | -0.1% | +7.90% | 加仓 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +3.62% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | -0.1% | — | 不变 |
| 10 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -6.32% | 减仓 |
| 11 | TIP | Ishares Tips Bond ETF | -0.1% | -0.57% | 减仓 |
| 12 | AGG | Ishares Core U.s. Aggregate | -0.1% | +0.95% | 加仓 |
| 13 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.79% | 减仓 |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +1.26% | 加仓 |
| 15 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.27% | 加仓 |
| 16 | EEM | Ishares Msci Emerging Market | -1.7% | — | 不变 |
| 17 | EFA | Ishares Msci Eafe ETF | -4% | — | 不变 |
| 18 | SCHP | Schwab U.s. Tips ETF | — | NEW | 新建仓 |