CIK: 0001936987
申告総資産額
$1.3億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 15.00% | -0.18% | +0.05% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.93% | +0.44% | +1.62% | |
| 3 | SSO | Proshares Ultra S&p500 | ETF-その他 | 10.34% | — | +98.86% | |
| 4 | SAA | Proshares Ultra Smallcap600 | ETF-その他 | 9.63% | — | +0.74% | |
| 5 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 9.62% | — | +0.66% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.04% | +0.29% | +1.42% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.88% | +0.02% | -1.47% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.81% | +0.01% | -0.30% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.66% | -0.08% | -1.85% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.42% | +0.02% | -2.47% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.12% | +0.01% | +1.92% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.68% | -0.02% | -0.26% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.75% | +0.02% | +3.48% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.74% | -0.09% | +0.26% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.35% | +0.01% | +94.23% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.22% | -0.04% | -1.14% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.20% | +0.02% | -2.48% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.18% | +0.01% | -0.38% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.13% | +0.01% | +0.77% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | -0.10% | -7.56% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.01% | -0.01% | +0.60% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.98% | +0.02% | +2.26% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.76% | — | +0.93% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.66% | — | +0.71% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | -0.03% | — | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.35% | — | — |