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 | 33.54% | -0.75% | +8.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.73% | +0.13% | +11.71% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.26% | +0.06% | +21.35% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.23% | +0.01% | +9.20% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.48% | -0.37% | +6.65% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.93% | +0.09% | +18.56% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.84% | -0.04% | +16.75% |
| # | 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 | +0.3% | +21.35% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.20% | 増加 |
| 3 | IYR | Ishares US Real Estate ETF | +0.1% | +18.56% | 増加 |
| 4 | TIP | Ishares Tips Bond ETF | 0% | +16.75% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | -0.1% | +11.71% | 増加 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +8.09% | 増加 |
| 7 | GLD | Spdr Gold Shares | -0.3% | +6.65% | 増加 |