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 | 37.66% | — | +2.41% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 24.78% | — | +0.59% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 14.44% | — | +1.68% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 5.67% | — | +2.25% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.18% | — | -0.68% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.28% | — | +1.35% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.24% | — | +3.12% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.23% | — | -0.83% | |
| 9 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.38% | — | +2.90% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.25% | — | +3.26% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.23% | — | -7.95% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | — | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.54% | — | +1.08% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | — | — | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.44% | — | +22.87% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | — | +0.63% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.31% | — | — | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.20% | — | -7.37% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.15% | — | +11.53% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.13% | — | — |
| # | 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 | +0.9% | +2.41% | 加仓 |
| 2 | IWO | Ishares Russell 2000 Growth | +0.7% | +1.68% | 加仓 |
| 3 | RWO | State Street Spdr Dow Jones | +0.2% | +2.25% | 加仓 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.2% | +3.12% | 加仓 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.35% | 加仓 |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +22.87% | 加仓 |
| 7 | IWF | Ishares Russell 1000 Growth | 0% | -0.83% | 减仓 |
| 8 | IWV | Ishares Russell 3000 ETF | 0% | +1.08% | 加仓 |
| 9 | ACWI | Ishares Msci Acwi ETF | 0% | +11.53% | 加仓 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | — | +0.63% | 加仓 |
| 11 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 12 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 13 | IWD | Ishares Russell 1000 Value E | 0% | — | 不变 |
| 14 | IWR | Ishares Russell Mid-cap ETF | 0% | -7.37% | 减仓 |
| 15 | GWX | State Street Spdr S&p Intern | -0.1% | +2.90% | 加仓 |
| 16 | EFA | Ishares Msci Eafe ETF | -0.1% | +3.26% | 加仓 |
| 17 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -7.95% | 减仓 |
| 18 | VWO | Vanguard Ftse Emerging Marke | -0.5% | -0.68% | 减仓 |
| 19 | EFV | Ishares Msci Eafe Value ETF | -2.3% | +0.59% | 加仓 |
| 20 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新建仓 |