CIK: 0001657703
申报总市值
US$2.7亿
| # | 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 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 28.35% | -0.87% | +14.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 26.04% | +0.16% | +97.78% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 15.95% | +0.29% | — | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 10.57% | -0.58% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.11% | -0.08% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.66% | -0.48% | — | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.31% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +9.9% | +97.78% | 加仓 |
| 2 | VGSH | Vanguard Short-term Treasury | -0.8% | — | 不变 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | — | 不变 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | -1.3% | — | 不变 |
| 5 | VT | Vanguard Tot World Stk ETF | -1.3% | +14.52% | 加仓 |
| 6 | IWV | Ishares Russell 3000 ETF | -1.8% | — | 不变 |
| 7 | IWD | Ishares Russell 1000 Value E | -3% | — | 不变 |
| 8 | BIV | Vanguard Intermediate-term B | — | EXIT | 清仓 |