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 | 36.79% | — | -0.73% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 27.10% | — | +1.42% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 13.71% | — | +14.63% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 5.52% | — | +5.03% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.69% | — | -1.86% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.20% | — | +0.01% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.16% | — | -2.44% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.09% | — | +0.67% | |
| 9 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.43% | — | -3.17% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.35% | — | -11.20% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.31% | — | +7.25% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.53% | — | -5.46% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | -6.26% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | — | -1.96% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.37% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.31% | — | +0.03% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.22% | — | +0.19% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.14% | — | +9.99% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.14% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWO | Ishares Russell 2000 Growth | +1.9% | +14.63% | 加仓 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.1% | +7.25% | 加仓 |
| 3 | IWF | Ishares Russell 1000 Growth | 0% | +0.01% | 加仓 |
| 4 | ACWI | Ishares Msci Acwi ETF | 0% | +9.99% | 加仓 |
| 5 | GLD | Spdr Gold Shares | — | — | 不变 |
| 6 | IWR | Ishares Russell Mid-cap ETF | — | +0.19% | 加仓 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.96% | 减仓 |
| 8 | IVV | Ishares Core S&p 500 ETF | 0% | +0.03% | 加仓 |
| 9 | EFG | Ishares Msci Eafe Growth ETF | 0% | — | 不变 |
| 10 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.86% | 减仓 |
| 11 | IWV | Ishares Russell 3000 ETF | 0% | -5.46% | 减仓 |
| 12 | IWD | Ishares Russell 1000 Value E | -0.1% | -6.26% | 减仓 |
| 13 | GWX | State Street Spdr S&p Intern | -0.1% | -3.17% | 减仓 |
| 14 | IWM | Ishares Russell 2000 ETF | -0.1% | -2.44% | 减仓 |
| 15 | RWO | State Street Spdr Dow Jones | -0.1% | +5.03% | 加仓 |
| 16 | EFV | Ishares Msci Eafe Value ETF | -0.2% | +1.42% | 加仓 |
| 17 | VNQ | Vanguard Real Estate ETF | -0.2% | +0.67% | 加仓 |
| 18 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -11.20% | 减仓 |
| 19 | IWB | Ishares Russell 1000 ETF | -1% | -0.73% | 减仓 |