CIK: 0000040729
申告総資産額
$8.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.97% | +11.89% | NEW | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.03% | — | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.44% | — | — | |
| 4 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 3.73% | — | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.48% | -0.41% | +1900.00% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.29% | -8.17% | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.19% | +0.35% | +20.83% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.73% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.67% | — | +12.50% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.67% | — | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.49% | — | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.39% | — | — | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 2.13% | — | — | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 2.01% | +0.37% | — | |
| 15 | T | At&t INC | 株式-通信サービス | 1.99% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.89% | +1.53% | — | |
| 17 | C | Citigroup INC | 株式-金融 | 1.79% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | +1.21% | NEW | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.62% | — | — | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.58% | — | — | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.35% | -0.30% | — | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.33% | — | — | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 1.24% | -0.42% | EXIT | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.24% | — | +29.73% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.19% | — | +27.43% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.16% | — | — | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 1.15% | — | — | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.95% | -0.26% | +26.67% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.93% | +1.00% | +51.52% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.90% | — | +11.90% | |
| 31 | GE | General Electric | 株式-資本財 | 0.89% | — | — | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.88% | — | +68.18% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.86% | — | — | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.80% | — | +200.00% | |
| 35 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.77% | — | — | |
| 36 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.72% | — | — | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | +69.44% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.71% | — | — | |
| 39 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.68% | — | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.68% | -0.60% | EXIT | |
| 41 | ✓ | Mdh Acquisition CORP | 株式-その他 | 0.67% | — | — | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | +53.33% | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.60% | — | — | |
| 44 | UBER | Uber Technologies INC | 株式-資本財 | 0.59% | — | +89.29% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.59% | — | — | |
| 46 | FISV | Fiserv INC | 株式-その他 | 0.58% | — | — | |
| 47 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.57% | — | — | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.55% | — | — | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.53% | +1.48% | NEW | |
| 50 | ECL | Ecolab INC | 株式-素材 | 0.52% | +0.33% | NEW |