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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 11.38% | — | +14.12% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.08% | -0.41% | +4.62% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.96% | — | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.76% | -8.17% | +3.83% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.15% | — | — | |
| 6 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 3.14% | — | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.94% | — | +4.63% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.90% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.71% | — | — | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.13% | — | — | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.01% | — | — | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.92% | — | — | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.88% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.86% | +2.34% | NEW | |
| 15 | C | Citigroup INC | 株式-金融 | 1.72% | — | — | |
| 16 | GE | General Electric | 株式-資本財 | 1.67% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | +1.21% | NEW | |
| 18 | T | At&t INC | 株式-通信サービス | 1.53% | — | — | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.52% | — | +30.97% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.46% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | — | +31.91% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.38% | +0.37% | — | |
| 23 | ✓ | Better Home Finance Holdin | 株式-その他 | 1.38% | — | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.35% | -14.83% | +1200.00% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | +0.35% | -83.45% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | — | +125.00% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.98% | — | — | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.96% | — | — | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.91% | — | — | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | — | — | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.87% | +0.27% | +18.78% | |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.85% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | +32.80% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.81% | — | — | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.77% | — | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.73% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.73% | +1.00% | — | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.73% | — | +14.55% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.70% | +1.53% | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.70% | -0.60% | EXIT | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | +77.78% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.65% | — | +14.29% | |
| 43 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.65% | — | — | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.63% | — | +15.00% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | -0.20% | +183.33% | |
| 46 | VVX | V2x INC | 株式-その他 | 0.62% | — | — | |
| 47 | USB | US Bancorp | 株式-金融 | 0.60% | -0.41% | +129.63% | |
| 48 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.57% | — | +92.86% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.56% | — | -82.46% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | — |