CIK: 0001774727
申告総資産額
$4.7億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 44.45% | -6.77% | -30.72% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 15.34% | +1.46% | -3.04% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.70% | +3.49% | +6.25% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.52% | — | +63.00% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.74% | +0.58% | +5.86% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | +0.49% | +8.79% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.10% | +0.62% | NEW | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.10% | — | — | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.09% | — | +86.21% | |
| 10 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 2.08% | — | +87.96% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.06% | — | +103.95% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.05% | — | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.05% | — | +82.71% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.92% | +0.13% | +8.11% |