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 | TSLA | Tesla INC | 株式-一般消費財 | 5.03% | -1.11% | +0.00% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.61% | -0.14% | -5.24% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.93% | -0.03% | -3.76% | |
| 4 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.84% | -0.45% | -0.09% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.34% | +0.07% | +0.47% | |
| 6 | FDX | Fedex CORP | 株式-資本財 | 3.32% | +0.64% | -2.08% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 3.26% | +0.11% | -1.91% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.16% | — | -0.84% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.98% | -0.24% | -0.09% | |
| 10 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.70% | — | -0.38% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.16% | — | -0.90% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.02% | -0.02% | +24.10% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.97% | -0.01% | -0.04% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.97% | -0.02% | -0.45% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.77% | +0.03% | -0.06% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.69% | -0.34% | +19.07% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.67% | -0.13% | -10.87% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.53% | -0.05% | +0.11% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | — | -1.83% | |
| 20 | DOW | Dow INC | 株式-素材 | 1.39% | +1.27% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -1.35% | EXIT | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.34% | +0.26% | -0.65% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | -0.02% | -0.39% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.22% | -6.97% | |
| 25 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.21% | — | — | |
| 26 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.20% | — | +0.81% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | -10.90% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.17% | -0.10% | -3.94% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | +0.37% | -5.82% | |
| 30 | NU | Nu Holdings Ltd. | 株式-金融 | 1.14% | -0.09% | -8.66% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | — | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.12% | — | -1.14% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.05% | -0.13% | +9.74% | |
| 34 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.01% | — | -19.23% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | +0.22% | -39.72% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.97% | — | -2.11% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | -0.12% | +22.55% | |
| 38 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.94% | — | -18.92% | |
| 39 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.93% | -0.06% | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | -0.02% | -16.40% | |
| 41 | BBVA | Banco Bilbao Vizcaya-sp Adr | 株式-金融 | 0.88% | — | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.85% | +0.24% | -19.65% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.82% | -0.54% | +0.25% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | -0.05% | — | |
| 45 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.69% | — | -6.14% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.33% | +3.62% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.65% | -0.04% | -1.55% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +0.00% | |
| 50 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.54% | -0.08% | +50.75% |