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 | 22.14% | -0.18% | +31.49% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 20.53% | +0.44% | +52.74% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 17.92% | +0.29% | +52.93% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 6.12% | +0.01% | +42.71% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.95% | +0.02% | +60.35% | |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.19% | +0.01% | -1.15% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.18% | +0.02% | -2.11% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.93% | -0.08% | -0.95% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.78% | +0.02% | -3.00% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.50% | -0.02% | -2.68% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | -0.09% | +68.18% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.46% | +0.01% | +1.30% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.26% | +0.02% | +2.48% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.12% | +0.01% | +3.71% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | -0.04% | -3.44% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.98% | +0.01% | +4.35% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.97% | — | +1.29% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.94% | +0.02% | +3.83% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | -0.10% | -3.89% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.90% | -0.01% | +4.06% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.83% | — | +1.46% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | -0.03% | -5.26% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.31% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.17% | EXIT | |
| 25 | AAPL | Apple INC | 株式-IT | 0.16% | -0.16% | EXIT |