CIK: 0001954126
申告総資産額
$2.8億
| # | 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 | 37.79% | -0.75% | -1.13% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.25% | — | +0.75% | |
| 3 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 6.09% | -0.35% | -0.65% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.92% | +0.06% | -1.54% | |
| 5 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 5.91% | +0.09% | +0.32% | |
| 6 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 5.81% | +0.03% | -0.00% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.51% | +0.11% | -0.85% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.48% | +0.79% | -0.47% | |
| 9 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 4.16% | -0.01% | +1.43% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.06% | +0.02% | +0.19% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.95% | +0.09% | +1.03% | |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.54% | -1.13% | +1.21% | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 2.22% | — | +2.60% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.33% | +0.31% | -6.72% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.30% | -1.19% | +2.74% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.57% | -0.05% | -7.22% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.02% | -3.73% |