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 | 37.31% | -0.75% | +4.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.37% | +0.13% | +4.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.86% | +0.06% | +1.67% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.03% | +0.01% | -2.61% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.87% | +0.09% | +5.92% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.28% | -0.37% | -8.40% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.09% | +0.20% | +5.70% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.26% | -0.04% | -7.74% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.99% | +0.39% | +73.52% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | +0.22% | +115.84% |