CIK: 0001630798
申告総資産額
$1.7億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 67.17% | +2.28% | +5.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.45% | -0.33% | -1.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.31% | -2.58% | +2.56% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.73% | +0.26% | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.93% | +0.30% | +2.69% | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 3.13% | -0.30% | -1.30% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.26% | +0.33% | — | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.03% | +0.03% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | +5.62% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | 0% | +2.69% | 増加 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +2.56% | 増加 |
| 4 | IEUR | Ishares Core Msci Europe ETF | -0.1% | -1.30% | 減少 |
| 5 | VNQ | Vanguard Real Estate ETF | -0.5% | — | 変化なし |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | -1.09% | 減少 |
| 7 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新規購入 |
| 8 | VGLT | Vanguard Long-term Treasury | — | NEW | 新規購入 |