CIK: 0001542606
申报总市值
US$7.9亿
| # | 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 | 55.06% | — | -0.93% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 18.50% | — | +0.56% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 9.77% | — | +4.26% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 9.58% | — | +6.15% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 6.67% | — | -7.53% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VPL | Vanguard Ftse Pacific ETF | +0.9% | +4.26% | 加仓 |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.7% | +6.15% | 加仓 |
| 3 | MUB | Ishares National Muni Bond E | 0% | — | 不变 |
| 4 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | +0.56% | 加仓 |
| 5 | VNQ | Vanguard Real Estate ETF | -0.4% | -7.53% | 减仓 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -1% | -0.93% | 减仓 |