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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 18.34% | +1.85% | +29.92% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.93% | -3.03% | +0.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 12.40% | -4.87% | +1.73% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 11.63% | +0.48% | -24.12% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.73% | +4.67% | -15.82% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.27% | -1.83% | +3.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.04% | +0.14% | -9.01% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.89% | +0.34% | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.69% | +0.59% | -37.44% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.36% | +0.31% | -5.44% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.44% | — | +3.90% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.29% | — | -5.80% |