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 | 37.81% | -0.75% | +7.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.70% | +0.13% | -3.10% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.00% | +0.06% | -3.17% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.80% | +0.01% | -6.95% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.67% | +0.09% | +4.22% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.13% | +0.20% | +8.62% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.69% | +0.22% | +18.77% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.39% | -0.37% | -11.70% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.95% | +0.39% | +11.38% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.85% | -0.04% | -4.13% |