CIK: 0001642351
申报总市值
US$5.3亿
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 61.83% | — | +0.43% | |
| 2 | RWO | State Street Spdr Dow Jones | ETF-其他 | 9.82% | — | +0.42% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.86% | — | -5.42% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.24% | — | -16.45% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.15% | — | -2.04% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.39% | — | -7.07% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.04% | — | +0.02% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.22% | — | +8.57% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | — | -14.58% | |
| 10 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.93% | — | +10.88% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.86% | — | -5.42% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | — | +0.09% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | — | +0.19% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.52% | — | +0.21% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.44% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.38% | — | +7.74% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.36% | — | -1.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1% | +0.43% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.3% | +8.57% | 加仓 |
| 3 | GWX | State Street Spdr S&p Intern | +0.1% | +10.88% | 加仓 |
| 4 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.02% | 加仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | 0% | +7.74% | 加仓 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.09% | 加仓 |
| 7 | ACWI | Ishares Msci Acwi ETF | 0% | +0.21% | 加仓 |
| 8 | EFG | Ishares Msci Eafe Growth ETF | 0% | — | 不变 |
| 9 | IWD | Ishares Russell 1000 Value E | — | +0.19% | 加仓 |
| 10 | IWR | Ishares Russell Mid-cap ETF | — | -1.57% | 减仓 |
| 11 | VWO | Vanguard Ftse Emerging Marke | 0% | -5.42% | 减仓 |
| 12 | IWO | Ishares Russell 2000 Growth | 0% | -7.07% | 减仓 |
| 13 | IWV | Ishares Russell 3000 ETF | 0% | -5.42% | 减仓 |
| 14 | EFA | Ishares Msci Eafe ETF | -0.2% | -14.58% | 减仓 |
| 15 | RWO | State Street Spdr Dow Jones | -0.3% | +0.42% | 加仓 |
| 16 | VNQ | Vanguard Real Estate ETF | -0.3% | -2.04% | 减仓 |
| 17 | IWS | Ishares Russell Mid-cap Valu | -0.8% | -16.45% | 减仓 |