CIK: 0000810386
申告総資産額
$4.2億
| # | 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 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 36.02% | — | -46.08% | |
| 2 | SWIUSD | Solarwinds CORP | 株式-その他 | 4.60% | — | -5.45% | |
| 3 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.21% | — | — | |
| 4 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 4.15% | — | — | |
| 5 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 3.88% | — | — | |
| 6 | HSY | Hershey Co/the | 株式-生活必需品 | 3.85% | — | — | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 3.74% | -0.07% | EXIT | |
| 8 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 3.51% | — | — | |
| 9 | AMT | American Tower CORP | 株式-不動産 | 2.93% | — | — | |
| 10 | EXPE | Expedia Group INC | 株式-一般消費財 | 2.86% | — | — | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.81% | +5.43% | NEW | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.67% | +0.54% | — | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.59% | -0.18% | EXIT | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.53% | -0.06% | EXIT | |
| 15 | C | Citigroup INC | 株式-金融 | 2.51% | — | — | |
| 16 | CHLUSD | China Mobile Ltd-spon Adr | 株式-その他 | 2.49% | — | — | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.48% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.38% | -79.06% | -94.80% | |
| 19 | DE | Deere & Co | 株式-資本財 | 2.38% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | +6.38% | — | |
| 21 | MS | Morgan Stanley | 株式-金融 | 2.10% | — | — | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | -0.05% | EXIT | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | — | -97.37% | |
| 24 | MMYT | MakeMyTrip Limited | 株式-その他 | 0.83% | — | — | |
| 25 | DVAX | Dynavax Technologies CORP | 株式-その他 | 0.04% | — | — |