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 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 35.51% | — | -8.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.75% | — | -8.32% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 8.63% | — | -6.92% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.10% | — | -12.18% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-其他 | 6.31% | — | -6.78% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.23% | — | -6.62% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.81% | — | +2.91% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.46% | — | -5.96% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.13% | — | -6.54% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-其他 | 3.67% | — | -9.46% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.56% | — | -8.51% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.11% | — | -8.48% | |
| 13 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 2.09% | — | -9.30% | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.61% | — | -7.37% | |
| 15 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.54% | — | -0.79% | |
| 16 | INDA | Ishares Msci India ETF | ETF-其他 | 0.49% | — | -6.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +28.7% | -8.54% | 减仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +8.8% | -8.32% | 减仓 |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +7% | -6.92% | 减仓 |
| 4 | IWM | Ishares Russell 2000 ETF | +5.8% | -12.18% | 减仓 |
| 5 | TIP | Ishares Tips Bond ETF | +5.1% | -6.78% | 减仓 |
| 6 | AGG | Ishares Core U.s. Aggregate | +5.1% | -6.62% | 减仓 |
| 7 | VWO | Vanguard Ftse Emerging Marke | +3.9% | +2.91% | 加仓 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +3.6% | -5.96% | 减仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +3.3% | -6.54% | 减仓 |
| 10 | IYR | Ishares US Real Estate ETF | +3% | -9.46% | 减仓 |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | +2.1% | -8.51% | 减仓 |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | +1.7% | -8.48% | 减仓 |
| 13 | EWJ | Ishares Msci Japan ETF | +1.7% | -9.30% | 减仓 |
| 14 | IEUR | Ishares Core Msci Europe ETF | +0.5% | -7.37% | 减仓 |
| 15 | EWW | Ishares Msci Mexico ETF | +0.4% | -0.79% | 减仓 |
| 16 | INDA | Ishares Msci India ETF | +0.4% | -6.82% | 减仓 |
| 17 | EFA | Ishares Msci Eafe ETF | — | EXIT | 清仓 |
| 18 | EEM | Ishares Msci Emerging Market | — | EXIT | 清仓 |