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 | 50.51% | -0.51% | -1.60% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 34.24% | +0.78% | +2.12% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.26% | +0.19% | -0.59% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.86% | -0.19% | -1.59% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.80% | +0.03% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.68% | -0.12% | — | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.06% | +0.01% | -1.29% | |
| 8 | BOKF | Bok Financial Corporation | 株式-その他 | 0.62% | — | — | |
| 9 | FITB | Fifth Third Bancorp | 株式-金融 | 0.61% | — | -43.00% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 0.32% | -0.01% | +2.10% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.28% | -0.01% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.27% | -0.05% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | -0.02% | +2.58% | |
| 14 | WSBC | Wesbanco INC | 株式-その他 | 0.15% | — | +34.46% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | — |