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 | 49.83% | -0.51% | +3.04% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 36.88% | +0.78% | -6.57% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.80% | +0.19% | +23.39% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.24% | -0.19% | +15.34% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.81% | +0.03% | -0.59% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.81% | -0.12% | +19.40% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.26% | +0.01% | +20.37% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.05% | +5.21% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.16% | -0.01% | +0.22% |