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 | 15.22% | -0.18% | -1.36% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 11.17% | +0.44% | -0.45% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.61% | +0.29% | -0.70% | |
| 4 | SSO | Proshares Ultra S&p500 | ETF-その他 | 9.49% | — | +0.91% | |
| 5 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 9.13% | — | -0.25% | |
| 6 | SAA | Proshares Ultra Smallcap600 | ETF-その他 | 8.57% | — | +0.52% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.76% | +0.02% | -2.15% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.75% | +0.01% | +0.03% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.65% | -0.08% | -1.82% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.55% | +0.02% | -0.47% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.38% | +0.01% | +2.39% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.94% | -0.02% | +0.39% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.06% | +0.02% | +1.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | -0.09% | +0.27% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.41% | +0.01% | -1.42% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | -0.04% | -0.78% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.25% | +0.02% | -0.53% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.22% | +0.01% | -1.44% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.19% | +0.01% | +1.93% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.06% | -0.01% | -2.80% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.05% | +0.02% | -0.31% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.04% | -0.10% | +1.04% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.86% | — | +1.51% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.79% | — | +0.68% | |
| 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 | 0.37% | — | — |