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 | 32.57% | -0.75% | +21.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.50% | +0.13% | +27.00% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.23% | +0.06% | +1.84% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.41% | +0.01% | +29.85% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 8.54% | -0.37% | -1.99% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.64% | +0.09% | +23.11% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.11% | -0.04% | +14.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.9% | +1.84% | 増加 |
| 2 | TIP | Ishares Tips Bond ETF | +0.3% | +14.80% | 増加 |
| 3 | GLD | Spdr Gold Shares | +0.3% | -1.99% | 減少 |
| 4 | VWO | Vanguard Ftse Emerging Marke | 0% | +29.85% | 増加 |
| 5 | IYR | Ishares US Real Estate ETF | -0.3% | +23.11% | 増加 |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.5% | +27.00% | 増加 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | +21.30% | 増加 |