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 | 24.35% | -0.87% | -14.14% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 16.21% | +0.29% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.34% | +0.16% | -48.42% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.82% | +0.01% | — | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 10.38% | -0.58% | -0.66% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.00% | -0.08% | -0.19% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.48% | -0.48% | -1.98% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 4.11% | -0.06% | — | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.30% | — | -14.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.3% | — | 不变 |
| 2 | VGSH | Vanguard Short-term Treasury | 0% | -14.66% | 减仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.19% | 减仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -1.98% | 减仓 |
| 5 | IWV | Ishares Russell 3000 ETF | -0.2% | -0.66% | 减仓 |
| 6 | VT | Vanguard Tot World Stk ETF | -4% | -14.14% | 减仓 |
| 7 | VEA | Vanguard Ftse Developed ETF | -12.7% | -48.42% | 减仓 |
| 8 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 9 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新建仓 |