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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 47.62% | -0.98% | — | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 26.13% | +0.48% | +13.65% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 7.86% | +0.52% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.74% | -0.26% | -85.07% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.28% | +0.27% | +10.92% | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.27% | +0.01% | +28.47% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.75% | +0.01% | -89.42% | |
| 8 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.59% | -0.01% | +165.67% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.48% | -0.01% | — | |
| 10 | MAS | Masco CORP | 株式-資本財 | 0.27% | — | — |