CIK: 0001840025
申告総資産額
$53.0億
| # | 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 40.48% | -3.68% | +0.34% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 16.76% | +1.31% | NEW | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 13.92% | -0.66% | — | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.12% | +1.20% | -24.28% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 7.05% | -0.01% | -9.67% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.85% | -1.10% | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.14% | -0.06% | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.00% | -0.05% | -13.13% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.36% | — | — | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 0.27% | -0.06% | — | |
| 11 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.03% | — | — | |
| 12 | AI | C3.ai Inc-a | 株式-IT | 0.01% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +0.8% | +24.75% | 増加 |
| 2 | VO | Vanguard Mid-cap ETF | 0% | — | 変化なし |
| 3 | VB | Vanguard Small-cap ETF | -0.3% | — | 変化なし |
| 4 | VEA | Vanguard Ftse Developed ETF | -0.7% | — | 変化なし |
| 5 | EFA | Ishares Msci Eafe ETF | -1.3% | -13.13% | 減少 |
| 6 | EEM | Ishares Msci Emerging Market | -1.9% | -9.67% | 減少 |
| 7 | BSV | Vanguard Short-term Bond ETF | -4.7% | -24.28% | 減少 |
| 8 | VWO | Vanguard Ftse Emerging Marke | -5.7% | +0.34% | 増加 |
| 9 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 10 | SUB | Ishares Short-term National | — | NEW | 新規購入 |
| 11 | UBER | Uber Technologies INC | — | EXIT | 全売却 |
| 12 | INTU | Intuit INC | — | EXIT | 全売却 |
| 13 | PDD | Pdd Holdings INC | — | NEW | 新規購入 |
| 14 | CRWD | Crowdstrike Holdings INC - A | — | EXIT | 全売却 |
| 15 | AI | C3.ai Inc-a | — | NEW | 新規購入 |