CIK: 0001774552
申告総資産額
$115.4億
| # | 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 | 33.46% | -0.75% | +10.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 28.37% | +0.13% | +8.27% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.73% | +0.06% | +15.95% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.68% | +0.01% | +3.15% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 8.39% | -0.37% | +14.78% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.85% | +0.09% | +6.94% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.52% | -0.04% | +21.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.8% | +14.78% | 増加 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +15.95% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +10.20% | 増加 |
| 4 | TIP | Ishares Tips Bond ETF | +0.1% | +21.33% | 増加 |
| 5 | IYR | Ishares US Real Estate ETF | -0.3% | +6.94% | 増加 |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.6% | +8.27% | 増加 |
| 7 | VWO | Vanguard Ftse Emerging Marke | -1% | +3.15% | 増加 |