CIK: 0001802119
申告総資産額
$2.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 49.36% | -0.51% | -3.00% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 35.44% | +0.78% | +6.71% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.88% | +0.19% | +1.39% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.56% | +0.03% | -2.54% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.35% | — | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.93% | -0.12% | -8.37% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.89% | — | — | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.69% | -0.19% | -16.52% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.77% | +0.01% | -2.21% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +6.71% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -3.00% | 減少 |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +1.39% | 増加 |
| 4 | EEM | Ishares Msci Emerging Market | — | — | 変化なし |
| 5 | VXUS | Vanguard Total Intl Stock | 0% | -2.21% | 減少 |
| 6 | SCHF | Schwab Intl Equity ETF | -0.1% | -2.54% | 減少 |
| 7 | SCHB | Schwab US Broad Market ETF | -0.1% | -8.37% | 減少 |
| 8 | TLH | Ishares 10-20 Year Treasury | -0.1% | — | 変化なし |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | — | 変化なし |
| 10 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -16.52% | 減少 |