CIK: 0002067281
申告総資産額
$1.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 40.32% | -0.47% | +9.67% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 12.93% | -0.43% | +8.58% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 6.93% | -0.15% | +7.35% | |
| 4 | INTF | Ishares International Equity | ETF-その他 | 6.71% | +0.21% | +7.93% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.16% | +0.41% | +5.92% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.01% | +0.20% | +4.65% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.40% | +0.04% | +7.56% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.24% | +0.10% | +11.47% | |
| 9 | IBND | State Street Spdr Bloomberg | ETF-その他 | 2.40% | +0.10% | -1.15% | |
| 10 | EUHY | Ishares Euro High Yield CORP | ETF-ハイイールド債 | 2.18% | -0.07% | +1.32% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 2.10% | -0.05% | -7.29% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.87% | +0.10% | +9.96% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.71% | +0.10% | +9.67% | |
| 14 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.64% | +0.01% | +6.91% | |
| 15 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 1.35% | -0.02% | +0.57% | |
| 16 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.96% | -0.08% | +6.17% | |
| 17 | EWD | Ishares Msci Sweden ETF | ETF-その他 | 0.75% | -0.01% | +6.47% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.61% | +0.03% | -5.43% | |
| 19 | IGOV | Ishares International Treasu | ETF-その他 | 0.36% | -0.01% | +1.58% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.35% | -0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.6% | +9.67% | 増加 |
| 2 | LRGF | Ishares US Equity Factor ETF | +0.3% | +7.35% | 増加 |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +7.56% | 増加 |
| 4 | VBR | Vanguard Small-cap Value ETF | +0.1% | +11.47% | 増加 |
| 5 | EWC | Ishares Msci Canada ETF | +0.1% | +6.91% | 増加 |
| 6 | SUSL | Ishares Esg Msci USA Leaders | 0% | +6.17% | 増加 |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +9.96% | 増加 |
| 8 | VWO | Vanguard Ftse Emerging Marke | — | +5.92% | 増加 |
| 9 | VPL | Vanguard Ftse Pacific ETF | 0% | +4.65% | 増加 |
| 10 | INTF | Ishares International Equity | -0.1% | +7.93% | 増加 |
| 11 | EWD | Ishares Msci Sweden ETF | -0.1% | +6.47% | 増加 |
| 12 | IGOV | Ishares International Treasu | -0.1% | +1.58% | 減少 |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | — | 減少 |
| 14 | VNQ | Vanguard Real Estate ETF | -0.2% | +9.67% | 増加 |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.2% | -5.43% | 減少 |
| 16 | LEMB | Ishares Jp Morgan Em Local C | -0.3% | +0.57% | 減少 |
| 17 | EUHY | Ishares Euro High Yield CORP | -0.3% | +1.32% | 減少 |
| 18 | VGK | Vanguard Ftse Europe ETF | -0.5% | +8.58% | 増加 |
| 19 | IBND | State Street Spdr Bloomberg | -0.6% | -1.15% | 減少 |
| 20 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.8% | -7.29% | 減少 |