CIK: 0001821455
申告総資産額
$2.1億
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 15.25% | +0.48% | +67.47% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.21% | +1.85% | -23.38% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 12.81% | -4.87% | -1.77% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.38% | -3.03% | -1.01% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.89% | +4.67% | -0.88% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 9.27% | +0.59% | -11.86% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.97% | -1.83% | +0.57% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.64% | +0.14% | -0.29% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.74% | +0.31% | +0.14% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.36% | — | -3.24% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.31% | — | -0.78% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.16% | +1.13% | -0.28% |