CIK: 0001976751
申告総資産額
$2079.9万
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 29.36% | +1.23% | -11.49% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 18.88% | -0.49% | -2.93% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.63% | +0.20% | -9.94% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.95% | +0.14% | -4.57% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.89% | +0.15% | -5.13% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 7.15% | +0.10% | -3.72% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.34% | +0.10% | -4.66% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.32% | +0.07% | -4.03% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.03% | +0.03% | -2.98% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.45% | +0.09% | — |