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 | 36.90% | -0.75% | +1.99% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 28.02% | +0.13% | -0.11% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.55% | +0.06% | +4.58% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.88% | +0.01% | -4.08% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.91% | +0.09% | +3.49% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.34% | -0.37% | -5.30% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.03% | -0.04% | +6.20% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.37% | +0.20% | +164.10% |