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 | 33.75% | -0.75% | +5.01% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.96% | +0.13% | +11.27% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.51% | +0.06% | +9.95% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 12.45% | +0.01% | +13.93% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 6.27% | -0.37% | +6.83% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 5.21% | +0.09% | +4.54% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.85% | -0.04% | +7.54% |