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 | 50.22% | -6.77% | +6.82% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.29% | +3.49% | -3.95% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 11.19% | +1.46% | -28.23% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.97% | — | +7.43% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.70% | +0.58% | -0.71% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.77% | +0.49% | +0.11% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.08% | — | -7.11% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.02% | — | -8.64% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.91% | — | — | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.87% | +0.62% | NEW | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.87% | — | -9.16% | |
| 12 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 1.86% | — | -5.22% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.32% | — | -35.66% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.94% | +0.13% | -3.72% |