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 | 47.37% | -0.98% | +0.62% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 25.54% | +0.48% | +1.04% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 8.05% | +0.52% | +0.28% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.95% | +0.27% | +3.43% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.91% | -0.26% | -3.32% | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 3.10% | +0.01% | +135.97% | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.66% | -0.01% | +0.24% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | +0.01% | -1.97% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.49% | -0.01% | +3.59% | |
| 10 | MAS | Masco CORP | 株式-資本財 | 0.29% | — | — |