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 | 35.20% | -0.75% | +4.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 28.80% | +0.13% | +0.72% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.82% | +0.06% | +6.58% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.74% | +0.01% | +5.26% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.94% | -0.37% | -5.87% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.89% | +0.09% | +10.64% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.05% | -0.04% | +4.01% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.56% | +0.20% | +158.67% |