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 | 26.36% | — | -6.29% | |
| 2 | DT | Dynatrace INC | 株式-IT | 20.63% | — | -13.88% | |
| 3 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 3.78% | — | — | |
| 4 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 3.52% | — | — | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.49% | — | — | |
| 6 | SWIUSD | Solarwinds CORP | 株式-その他 | 3.49% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.46% | -79.06% | -91.43% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.12% | +5.43% | NEW | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.69% | -0.07% | EXIT | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 2.47% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.43% | -0.11% | EXIT | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.39% | -0.18% | EXIT | |
| 13 | HSY | Hershey Co/the | 株式-生活必需品 | 2.37% | — | — | |
| 14 | C | Citigroup INC | 株式-金融 | 2.15% | — | — | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 2.14% | -0.06% | EXIT | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.11% | -0.05% | EXIT | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.07% | +0.54% | -11.11% | |
| 18 | SPGI | S&p Global INC | 株式-金融 | 1.96% | — | -20.00% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.86% | — | — | |
| 20 | MS | Morgan Stanley | 株式-金融 | 1.83% | — | — | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.77% | — | — | |
| 22 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.74% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | +6.38% | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | — | |
| 25 | DVAX | Dynavax Technologies CORP | 株式-その他 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DT | Dynatrace INC | +6.8% | -13.88% | 減少 |
| 2 | EEM | Ishares Msci Emerging Market | +6.3% | -6.29% | 減少 |
| 3 | SONY | Sony Group CORP - Sp Adr | +1.2% | — | 変化なし |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.2% | — | 変化なし |
| 5 | TMO | Thermo Fisher Scientific INC | +1% | — | 変化なし |
| 6 | TM | Toyota Motor CORP -spon Adr | +0.9% | — | 変化なし |
| 7 | SWIUSD | Solarwinds CORP | +0.8% | — | 変化なし |
| 8 | C | Citigroup INC | +0.7% | — | 変化なし |
| 9 | GOOG | Alphabet Inc-cl C | +0.7% | — | 変化なし |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | — | 変化なし |
| 11 | MS | Morgan Stanley | +0.6% | — | 変化なし |
| 12 | MA | Mastercard INC - A | +0.6% | — | 変化なし |
| 13 | AMT | American Tower CORP | +0.6% | — | 変化なし |
| 14 | V | Visa Inc-class A Shares | +0.5% | -11.11% | 減少 |
| 15 | COST | Costco Wholesale CORP | +0.5% | — | 変化なし |
| 16 | DE | Deere & Co | +0.4% | — | 変化なし |
| 17 | AMZN | Amazon.com INC | +0.4% | — | 変化なし |
| 18 | DIS | Walt Disney Co/the | +0.4% | -11.11% | 減少 |
| 19 | HSY | Hershey Co/the | +0.4% | — | 変化なし |
| 20 | MCD | Mcdonald's CORP | +0.3% | — | 変化なし |
| 21 | SPGI | S&p Global INC | +0.3% | -20.00% | 減少 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | — | 変化なし |
| 23 | EXPE | Expedia Group INC | +0.1% | — | 変化なし |
| 24 | DVAX | Dynavax Technologies CORP | 0% | — | 変化なし |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -25.6% | -91.43% | 減少 |