CIK: 0001427263
申告総資産額
$7.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.90% | — | +13.84% | |
| 2 | FDX | Fedex CORP | 株式-資本財 | 3.68% | +0.64% | +0.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.62% | -0.03% | +50.79% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.35% | — | +29.28% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.02% | -1.35% | EXIT | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.89% | +0.11% | +2115.92% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.65% | — | -1.76% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 2.64% | — | -5.00% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.43% | -0.45% | +63.75% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.36% | +0.07% | -4.18% | |
| 11 | UL | Unilever PLC | 株式-生活必需品 | 2.32% | — | -0.05% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.30% | — | +39.91% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | -0.02% | +4.32% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | -0.14% | +0.81% | |
| 15 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 2.13% | — | -15.99% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.09% | -0.24% | +0.40% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.04% | — | +84.31% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.84% | -0.10% | -17.35% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.83% | +0.26% | +103.44% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.79% | — | +3.29% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.61% | -0.05% | +349.18% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.56% | — | +11.04% | |
| 23 | IBAGBP | Industrias Bachoco Sab Sp Ad | 株式-その他 | 1.49% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.40% | — | +14.35% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.33% | — | +27.26% | |
| 26 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.32% | — | -15.46% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.28% | +0.24% | -8.63% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | +0.22% | -52.62% | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.27% | — | — | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.25% | -0.13% | +680.88% | |
| 31 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 1.14% | — | -36.73% | |
| 32 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.11% | — | -17.42% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | — | -11.94% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.04% | — | +4.89% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +0.03% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | +0.22% | -10.72% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.93% | — | +469.57% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.02% | +110.73% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.02% | +33.87% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.37% | -0.28% | |
| 41 | KREF | Kkr Real Estate Finance Trus | 株式-その他 | 0.81% | -0.08% | -32.93% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.81% | — | -10.99% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.80% | -0.04% | +3.15% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.76% | — | +27.94% | |
| 45 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 0.74% | — | +12.97% | |
| 46 | CPNG | Coupang INC | 株式-一般消費財 | 0.74% | — | +5.41% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | +0.03% | +173.95% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.72% | -0.13% | -2.84% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | — | -1.35% | |
| 50 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.65% | -0.39% | EXIT |