CIK: 0002034894
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 26.36% | +0.79% | +4.48% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 19.37% | +0.02% | +4.26% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.29% | +0.21% | +5.57% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.75% | -0.47% | +9.09% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.00% | — | +10.11% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.92% | +0.43% | +13.56% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 6.37% | -0.30% | +8.54% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.79% | -0.22% | +9.57% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.90% | -0.29% | +2.89% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.21% | -0.20% | +11.40% | |
| 11 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.51% | +0.02% | +12.41% | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.33% | +0.01% | +15.30% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | -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 | VEU | Vanguard Ftse All-world Ex-u | +1.6% | +4.26% | 増加 |
| 2 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | +12.41% | 増加 |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.1% | +11.40% | 増加 |
| 4 | AOR | Ishares Core 60/40 Balanced | 0% | +15.30% | 増加 |
| 5 | VO | Vanguard Mid-cap ETF | 0% | +5.57% | 増加 |
| 6 | AGG | Ishares Core U.s. Aggregate | 0% | +9.09% | 増加 |
| 7 | HD | Home Depot INC | 0% | — | 変化なし |
| 8 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +9.57% | 増加 |
| 9 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | +8.54% | 増加 |
| 10 | VNQ | Vanguard Real Estate ETF | -0.1% | +10.11% | 増加 |
| 11 | IJR | Ishares Core S&p Small-cap E | -0.3% | +13.56% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | -0.4% | +4.48% | 増加 |
| 13 | MUB | Ishares National Muni Bond E | -0.4% | +2.89% | 増加 |
| 14 | RDDT | Reddit Inc-cl A | -0.5% | EXIT | 全売却 |