CIK: 0001808523
申告総資産額
$6684.3万
| # | 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 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 38.65% | — | +0.38% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 30.50% | +0.89% | -0.44% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 14.82% | -3.59% | EXIT | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.78% | — | +1.64% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.09% | -1.89% | -0.04% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.49% | — | -9.14% | |
| 7 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.38% | -0.19% | -4.18% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.99% | — | -13.44% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | — | -25.97% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | +0.49% | NEW | |
| 11 | DE | Deere & Co | 株式-資本財 | 0.41% | — | — | |
| 12 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.30% | -1.72% | EXIT | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.26% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.16% | — | — | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.16% | — | +0.40% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | — | — |