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 | 24.26% | -0.87% | -1.71% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 16.54% | +0.29% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.08% | +0.16% | -2.08% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.74% | +0.01% | — | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 10.84% | -0.58% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.10% | -0.08% | -3.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.70% | -0.48% | -1.40% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 4.21% | -0.06% | — | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.53% | — | -0.64% |
| # | 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 | +0.2% | — | 不变 |
| 2 | IWV | Ishares Russell 3000 ETF | +0.2% | — | 不变 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.40% | 减仓 |
| 4 | ACWI | Ishares Msci Acwi ETF | 0% | — | 不变 |
| 5 | VGSH | Vanguard Short-term Treasury | 0% | -0.64% | 减仓 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | 不变 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.37% | 减仓 |
| 8 | VT | Vanguard Tot World Stk ETF | -0.1% | -1.71% | 减仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | -0.2% | -2.08% | 减仓 |