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 | 36.72% | -0.75% | +0.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.35% | +0.13% | +1.52% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.85% | +0.06% | +7.18% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.53% | +0.01% | +3.57% | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.09% | +0.20% | -0.58% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.84% | +0.09% | +10.20% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.41% | +0.22% | +12.51% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.30% | -0.37% | -10.89% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.23% | +0.39% | +15.87% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.67% | -0.04% | -4.77% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.3% | +12.51% | 増加 |
| 2 | IAU | Ishares Gold Trust | +0.3% | -0.58% | 減少 |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +1.52% | 増加 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +7.18% | 増加 |
| 5 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +15.87% | 増加 |
| 6 | IYR | Ishares US Real Estate ETF | +0.1% | +10.20% | 増加 |
| 7 | TIP | Ishares Tips Bond ETF | -0.1% | -4.77% | 減少 |
| 8 | GLD | Spdr Gold Shares | -0.1% | -10.89% | 減少 |
| 9 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +3.57% | 増加 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | +0.26% | 増加 |