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 | 33.66% | -0.75% | +1.84% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 28.23% | +0.13% | +2.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.78% | +0.06% | +11.70% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.30% | +0.01% | +0.66% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.38% | -0.37% | +13.75% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.89% | +0.09% | +7.36% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.75% | -0.04% | +9.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.5% | +2.32% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.84% | 増加 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.66% | 増加 |
| 4 | IYR | Ishares US Real Estate ETF | 0% | +7.36% | 増加 |
| 5 | TIP | Ishares Tips Bond ETF | -0.1% | +9.17% | 増加 |
| 6 | GLD | Spdr Gold Shares | -0.1% | +13.75% | 増加 |
| 7 | AGG | Ishares Core U.s. Aggregate | -0.5% | +11.70% | 増加 |