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 | 16.04% | -0.18% | +8.11% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 12.11% | +0.44% | +13.29% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 11.02% | +0.29% | +468.62% | |
| 4 | SSO | Proshares Ultra S&p500 | ETF-その他 | 9.35% | — | -17.07% | |
| 5 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 8.30% | — | -15.49% | |
| 6 | SAA | Proshares Ultra Smallcap600 | ETF-その他 | 7.09% | — | -13.90% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.78% | +0.01% | -0.42% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.61% | +0.01% | +14.32% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.55% | +0.02% | -0.25% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.54% | +0.02% | -0.56% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.43% | -0.08% | -0.31% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.69% | -0.02% | -0.64% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.36% | +0.02% | +21.89% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | -0.09% | +1.22% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.35% | +0.01% | -1.32% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.25% | -0.04% | — | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.23% | +0.02% | -0.56% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.15% | +0.01% | -0.64% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.09% | +0.02% | -1.13% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.09% | +0.01% | -0.50% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | -0.10% | -2.63% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.00% | -0.01% | -0.77% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.78% | — | +0.46% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.72% | — | -0.74% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.40% | -0.03% | -4.20% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.31% | — | — |