CIK: 0001715304
申报总市值
US$53.6亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 57.06% | -3.08% | — | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 12.92% | -0.91% | -13.07% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 9.66% | -1.53% | — | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 6.91% | +0.55% | — | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.35% | -0.19% | — | |
| 6 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.09% | — | — | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.49% | -0.12% | +5.83% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.31% | -0.10% | -6.01% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.29% | -0.11% | -5.72% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | +0.03% | +62.61% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.52% | -0.02% | -5.00% | |
| 12 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.34% | — | -1.28% | |
| 13 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.29% | -0.87% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | — | 加仓 |
| 2 | GVI | Ishares Intermediate Governm | -42% | — | 不变 |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新建仓 |
| 4 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建仓 |
| 5 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新建仓 |
| 6 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新建仓 |
| 7 | QUAL | Ishares Msci USA Quality Fac | — | NEW | 新建仓 |
| 8 | ACWV | Ishares Msci Global Min Vol | — | NEW | 新建仓 |
| 9 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | 新建仓 |
| 10 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | 新建仓 |
| 12 | BSCK | Invesco Bulletshares 2020 Co | — | NEW | 新建仓 |
| 13 | BSCL | Invesco Bulletshares 2021 Co | — | NEW | 新建仓 |