CIK: 0001762294
申告総資産額
$4.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 34.96% | -2.43% | +1.52% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 32.60% | — | +1.75% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.24% | -0.15% | +3.77% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 12.27% | -0.01% | +1.57% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.60% | — | -19.32% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | +0.04% | +0.47% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | +0.50% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.26% | — | +30.74% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.12% | -0.03% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.11% | — | — | |
| 11 | SMBK | Smartfinancial INC | 株式-その他 | 0.09% | — | +0.31% | |
| 12 | ORBC | Orbcomm INC | 株式-その他 | 0.02% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +2.2% | +1.52% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +3.77% | 増加 |
| 3 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.57% | 増加 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +30.74% | 増加 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.50% | 増加 |
| 6 | ORBC | Orbcomm INC | 0% | — | 変化なし |
| 7 | VIG | Vanguard Dividend Apprec ETF | — | +0.47% | 増加 |
| 8 | SMBK | Smartfinancial INC | — | +0.31% | 増加 |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -19.32% | 減少 |
| 10 | AGG | Ishares Core U.s. Aggregate | -3.6% | +1.75% | 増加 |
| 11 | AAPL | Apple INC | — | NEW | 新規購入 |
| 12 | VB | Vanguard Small-cap ETF | — | NEW | 新規購入 |