CIK: 0001512734
申报总市值
US$3.7亿
| # | 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 | AFL | Aflac INC | 股票-金融 | 38.82% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 16.58% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.60% | — | +63.64% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 8.27% | — | — | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 7.10% | — | -66.67% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-其他 | 5.67% | — | -62.96% | |
| 7 | EPP | Ishares Msci Pacific Ex Japa | ETF-其他 | 4.67% | — | — | |
| 8 | CME | Cme Group INC | 股票-金融 | 2.14% | +4.86% | — | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.67% | — | — | |
| 10 | DOW | Dow Chem Co | 股票-原材料 | 0.47% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AFL | Aflac INC | +10.4% | — | 不变 |
| 2 | IVV | Ishares Core S&p 500 ETF | +7.8% | +63.64% | 加仓 |
| 3 | EPP | Ishares Msci Pacific Ex Japa | +1% | — | 不变 |
| 4 | CME | Cme Group INC | +0.6% | — | 不变 |
| 5 | DOW | Dow Chem Co | +0.1% | — | 不变 |
| 6 | XLI | Ss Industrial Select Sector | -5.8% | -62.96% | 减仓 |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | -9.1% | -66.67% | 减仓 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 9 | AAXJ | Ishares Msci All Country Asi | — | EXIT | 清仓 |
| 10 | XLK | Ss Technology Select Sector | — | EXIT | 清仓 |
| 11 | XLY | Ss Consumer Disc Select Sect | — | EXIT | 清仓 |
| 12 | XLB | Ss Materials Select Sector | — | EXIT | 清仓 |
| 13 | EEM | Ishares Msci Emerging Market | — | NEW | 新建仓 |
| 14 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |