CIK: 0002011194
申告総資産額
$1.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 19.08% | -3.19% | +2.74% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 12.61% | -0.54% | +2.95% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 11.64% | -0.27% | +3.82% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 9.97% | — | +4.59% | |
| 5 | USTB | Victoryshares Short-term Bon | ETF-その他 | 9.64% | -0.08% | — | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.36% | -1.04% | +2.21% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.66% | -0.82% | +5.30% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 7.37% | — | +5.32% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.89% | -0.68% | +68.43% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.69% | +0.04% | +1.69% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 2.60% | — | +2.05% | |
| 12 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.84% | -0.55% | +94.12% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.17% | — | +1.80% | |
| 14 | CCOI | Cogent Communications Holdin | 株式-その他 | 0.52% | -0.22% | +5.75% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.13% | -6.75% | |
| 16 | AXP | American Express Co | 株式-金融 | 0.38% | -0.16% | — | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.19% | — | — |