CIK: 0000842180
申告総資産額
$142.9億
上位200銘柄を表示中（全706銘柄）
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.01% | -0.37% | +0.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.96% | +0.18% | +9.68% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.95% | -0.55% | -21.04% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.01% | -0.33% | +17.70% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.36% | -0.60% | +36.07% | |
| 6 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.31% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.89% | +3.94% | -22.42% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | +0.13% | +4.96% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.71% | — | +27.89% | |
| 10 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.38% | — | +0.98% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | — | +12.12% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.19% | — | -10.00% | |
| 13 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.13% | — | +5732.22% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.06% | — | +23.56% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.04% | — | -4.58% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | +17.38% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.01% | — | +841.90% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 0.95% | — | +4.14% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | -0.14% | -9.06% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | — | -4.51% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 0.81% | — | +151.76% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.39% | -13.86% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | +33.26% | |
| 24 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.75% | — | — | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +67.76% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.69% | +0.53% | +40.53% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 0.66% | — | +25.06% | |
| 28 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.65% | — | -0.31% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.65% | — | +28.65% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +28.09% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +39.82% | |
| 32 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.60% | — | +219.17% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.60% | — | +34.94% | |
| 34 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.58% | — | +89.71% | |
| 35 | GM | General Motors Co | 株式-一般消費財 | 0.58% | — | +33.81% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.58% | — | +36.62% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | -0.14% | +39.68% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.50% | — | +61.50% | |
| 39 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.48% | — | +41.93% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.48% | — | +39.96% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +143.06% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | +73.56% | |
| 43 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.47% | — | +68.57% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | +59.19% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.46% | — | -47.11% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | — | +72.63% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.46% | — | +61.86% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.45% | — | -25.81% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +24.65% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.45% | -0.14% | -0.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EWU | Ishares Msci United Kingdom | +1.1% | +5732.22% | 増加 |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.9% | +841.90% | 増加 |
| 3 | ILF | Ishares Latin America 40 ETF | +0.8% | NEW | 新規購入 |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | +36.07% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +17.70% | 増加 |
| 6 | IAU | Ishares Gold Trust | +0.4% | +219.17% | 増加 |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | +0.4% | +27.89% | 増加 |
| 8 | ABBV | Abbvie INC | +0.4% | +67.76% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +0.3% | +151.76% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +9.68% | 増加 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +17.38% | 増加 |
| 12 | WMT | Walmart INC | +0.2% | +88.60% | 増加 |
| 13 | MCHI | Ishares Msci China ETF | +0.2% | +89.71% | 増加 |
| 14 | BMY | Bristol-myers Squibb Co | +0.2% | +59.19% | 増加 |
| 15 | AXP | American Express Co | +0.2% | +167.82% | 増加 |
| 16 | HD | Home Depot INC | +0.2% | +143.06% | 増加 |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +40.53% | 増加 |
| 18 | COST | Costco Wholesale CORP | +0.2% | +72.63% | 増加 |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +73.56% | 増加 |
| 20 | TXN | Texas Instruments INC | +0.2% | +61.50% | 増加 |
| 21 | AMGN | Amgen INC | +0.2% | +39.68% | 増加 |
| 22 | AVGO | Broadcom INC | +0.2% | +33.26% | 増加 |
| 23 | ORCL | Oracle CORP | +0.2% | +61.86% | 増加 |
| 24 | EWZ | Ishares Msci Brazil ETF | +0.2% | +45.31% | 増加 |
| 25 | JNJ | Johnson & Johnson | +0.2% | +57.89% | 増加 |
| 26 | SLB | Slb LTD | +0.2% | +45.39% | 増加 |
| 27 | INTC | Intel CORP | +0.2% | +34.94% | 増加 |
| 28 | VGK | Vanguard Ftse Europe ETF | -0.1% | -4.58% | 減少 |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -27.76% | 減少 |
| 30 | ADBE | Adobe INC | -0.1% | -0.22% | 減少 |
| 31 | MLM | Martin Marietta Materials | -0.2% | -18.13% | 減少 |
| 32 | EA | Electronic Arts INC | -0.2% | -35.83% | 減少 |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.2% | EXIT | 全売却 |
| 34 | XLE | Ss Energy Select Sector | -0.2% | -47.11% | 減少 |
| 35 | CDW | Cdw Corp/de | -0.2% | -82.15% | 減少 |
| 36 | DIS | Walt Disney Co/the | -0.2% | -9.06% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.2% | -59.87% | 減少 |
| 38 | XYZ | Block INC | -0.2% | -60.19% | 減少 |
| 39 | NVDA | Nvidia CORP | -0.2% | -10.00% | 減少 |
| 40 | IXG | Ishares Global Financials Et | -0.2% | EXIT | 全売却 |
| 41 | GS | Goldman Sachs Group INC | -0.2% | -25.81% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -0.3% | +12.12% | 増加 |
| 43 | NFLX | Netflix INC | -0.3% | -67.76% | 減少 |
| 44 | COIN | Coinbase Global INC -class A | -0.4% | +0.98% | 増加 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -22.42% | 減少 |
| 46 | FLOT | Ishares Floating Rate Bond E | -0.6% | -58.71% | 減少 |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | -0.8% | -74.13% | 減少 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -65.72% | 減少 |
| 49 | AAPL | Apple INC | -1.2% | -21.04% | 減少 |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -1.2% | -82.94% | 減少 |