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 | 64.34% | -6.77% | -11.63% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 10.96% | +1.46% | -2.79% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.57% | — | +23.62% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.15% | +3.49% | -6.72% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.10% | +0.58% | +6.38% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.50% | +0.49% | -4.99% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.29% | +0.13% | +6.00% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.09% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +1.8% | +23.62% | 増加 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +6.38% | 増加 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | -2.79% | 減少 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.2% | +6.00% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | -4.99% | 減少 |
| 6 | AGG | Ishares Core U.s. Aggregate | -0.1% | -6.72% | 減少 |
| 7 | VOO | Vanguard S&p 500 ETF | -2.9% | -11.63% | 減少 |
| 8 | ICSH | Ishares Ultra Short Duration | — | NEW | 新規購入 |