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 | 36.34% | -0.75% | +2.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.77% | +0.13% | +4.90% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.20% | +0.06% | +9.73% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.46% | +0.01% | -0.50% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.88% | +0.09% | +10.24% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.04% | -0.37% | -2.97% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.22% | +0.20% | +68.44% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.11% | -0.04% | +8.02% |