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 | 50.88% | -6.77% | +5.56% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.03% | +3.49% | +3.14% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 10.82% | +1.46% | +3.40% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.54% | — | -0.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.71% | +0.58% | +2.73% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.92% | +0.49% | +5.82% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 2.24% | — | +13.87% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.23% | — | +15.43% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.19% | — | +13.38% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.19% | — | +17.46% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.16% | +0.62% | NEW | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.16% | — | — | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.95% | +0.13% | +3.72% |