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 | 54.85% | -0.26% | +1.48% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 26.49% | +0.48% | +1.75% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.71% | +0.01% | +3.67% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.44% | +0.27% | +0.71% | |
| 5 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.99% | +0.01% | +0.21% | |
| 6 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.27% | — | — | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.26% | -0.01% | — |