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 | 60.13% | — | -0.46% | |
| 2 | RWO | State Street Spdr Dow Jones | ETF-其他 | 9.26% | — | +5.98% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.72% | — | +7.93% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.16% | — | -1.18% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.73% | — | -0.14% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.64% | — | +59.66% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.57% | — | +23.57% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.39% | — | +2.02% | |
| 9 | GWX | State Street Spdr S&p Intern | ETF-其他 | 2.04% | — | +152.25% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | — | +9.52% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.84% | — | -0.32% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | — | +0.14% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | -15.23% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.53% | — | +36.15% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.43% | — | -11.79% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | — | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.35% | — | +0.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.4% | +59.66% | 加仓 |
| 2 | GWX | State Street Spdr S&p Intern | +1.1% | +152.25% | 加仓 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.5% | +23.57% | 加仓 |
| 4 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +36.15% | 加仓 |
| 5 | EFA | Ishares Msci Eafe ETF | 0% | +9.52% | 加仓 |
| 6 | IWO | Ishares Russell 2000 Growth | — | +2.02% | 加仓 |
| 7 | IWD | Ishares Russell 1000 Value E | — | +0.14% | 加仓 |
| 8 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不变 |
| 9 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.34% | 加仓 |
| 10 | IWV | Ishares Russell 3000 ETF | 0% | -0.32% | 减仓 |
| 11 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -1.18% | 减仓 |
| 12 | ACWI | Ishares Msci Acwi ETF | -0.1% | -11.79% | 减仓 |
| 13 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +7.93% | 加仓 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -15.23% | 减仓 |
| 15 | VNQ | Vanguard Real Estate ETF | -0.4% | -0.14% | 减仓 |
| 16 | RWO | State Street Spdr Dow Jones | -0.6% | +5.98% | 加仓 |
| 17 | IWB | Ishares Russell 1000 ETF | -1.7% | -0.46% | 减仓 |