CIK: 0001908108
申告総資産額
$2.5億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.73% | +18.90% | NEW | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 10.52% | +8.20% | NEW | |
| 3 | VDE | Vanguard Energy ETF | ETF-その他 | 10.31% | +5.86% | NEW | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.70% | +5.73% | NEW | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.58% | +3.85% | NEW | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.52% | +1.60% | NEW | |
| 7 | VAW | Vanguard Materials ETF | ETF-その他 | 9.37% | +1.04% | NEW | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.17% | +4.06% | NEW | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.49% | +0.53% | NEW | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.12% | — | +12.19% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.00% | +3.22% | NEW | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.83% | +5.92% | +36.51% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.27% | — | +25.55% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.24% | +0.81% | NEW | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | +0.79% | NEW | |
| 16 | AAPL | Apple INC | 株式-IT | 0.71% | +1.53% | NEW | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.19% | — | +12.23% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.18% | — | — |