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 | 36.41% | -0.75% | +0.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.90% | +0.13% | +2.46% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.05% | +0.06% | +4.68% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.37% | +0.01% | +5.62% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-その他 | 5.18% | +0.09% | +1.49% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.83% | -0.37% | -4.96% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.50% | +0.20% | +12.93% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.76% | -0.04% | -9.94% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | — | +0.22% | — | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | — | +0.39% | — |