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 | 34.72% | -0.75% | +6.21% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 29.17% | +0.13% | +0.62% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.85% | +0.06% | +4.80% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.81% | +0.01% | +6.17% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.34% | -0.37% | -2.42% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.81% | +0.09% | +9.53% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.09% | -0.04% | +2.36% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.22% | +0.20% | — |