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 | 33.72% | -0.75% | +8.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.97% | +0.13% | +9.45% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.97% | +0.06% | +21.15% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.10% | +0.01% | +8.78% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.38% | -0.37% | +28.01% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 5.14% | +0.09% | +12.52% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.72% | -0.04% | +14.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IYR | Ishares US Real Estate ETF | +0.3% | +12.52% | 増加 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.2% | +21.15% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.43% | 増加 |
| 4 | GLD | Spdr Gold Shares | — | +28.01% | 増加 |
| 5 | TIP | Ishares Tips Bond ETF | 0% | +14.69% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +8.78% | 増加 |
| 7 | VEA | Vanguard Ftse Developed ETF | -0.3% | +9.45% | 増加 |