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 | 38.19% | — | -2.25% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 26.58% | — | +13.23% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 10.87% | — | +8.40% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 5.57% | — | -0.66% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.68% | — | +2.84% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.06% | — | +2.94% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.48% | — | +5.88% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.10% | — | -0.50% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.64% | — | -5.92% | |
| 10 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.34% | — | -7.87% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | — | +14.57% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.68% | — | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.56% | — | -1.13% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | +0.95% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | — | -1.84% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.39% | — | +0.06% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.31% | — | +33.26% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.22% | — | — | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.12% | — | -55.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +2.3% | +13.23% | 加仓 |
| 2 | IWO | Ishares Russell 2000 Growth | +0.7% | +8.40% | 加仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.1% | +14.57% | 加仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.26% | 加仓 |
| 5 | VNQ | Vanguard Real Estate ETF | 0% | +5.88% | 加仓 |
| 6 | EFG | Ishares Msci Eafe Growth ETF | — | +0.06% | 加仓 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.95% | 加仓 |
| 8 | IWR | Ishares Russell Mid-cap ETF | 0% | — | 不变 |
| 9 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.84% | 加仓 |
| 10 | IWM | Ishares Russell 2000 ETF | 0% | +2.94% | 加仓 |
| 11 | IWV | Ishares Russell 3000 ETF | 0% | -1.13% | 减仓 |
| 12 | IWD | Ishares Russell 1000 Value E | 0% | -1.84% | 减仓 |
| 13 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 14 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.50% | 减仓 |
| 15 | GWX | State Street Spdr S&p Intern | -0.1% | -7.87% | 减仓 |
| 16 | ACWI | Ishares Msci Acwi ETF | -0.2% | -55.16% | 减仓 |
| 17 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -5.92% | 减仓 |
| 18 | RWO | State Street Spdr Dow Jones | -0.3% | -0.66% | 减仓 |
| 19 | IWB | Ishares Russell 1000 ETF | -2.1% | -2.25% | 减仓 |
| 20 | SCHP | Schwab U.s. Tips ETF | — | EXIT | 清仓 |