CIK: 0001894206
申告総資産額
$2.6億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 17.19% | +0.40% | +2.24% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 14.70% | -0.15% | +0.23% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 14.20% | -0.29% | +1.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.58% | -0.02% | -0.21% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 9.36% | +0.23% | +2.06% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 9.23% | -0.55% | +1.70% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.16% | +0.70% | +2.44% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 6.00% | -0.17% | +0.74% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.13% | -0.39% | +3.18% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.85% | +0.47% | +3.77% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.04% | -0.09% | -2.28% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.46% | +0.03% | +4.32% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.64% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | -14.60% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.04% | +0.09% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | -0.01% | +0.44% | |
| 17 | APD | Air Products & Chemicals INC | 株式-素材 | 0.12% | +0.08% | NEW |