CIK: 0001711360
申告総資産額
$1.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 55.30% | -0.26% | +0.93% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 26.20% | +0.48% | +3.16% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.45% | +0.01% | +1.99% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.62% | +0.27% | +5.69% | |
| 5 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.90% | +0.01% | — | |
| 6 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.27% | — | +0.47% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 0.26% | — | — |