CIK: 0000723204
申告総資産額
$45.8億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 29.40% | -1.76% | -0.78% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.26% | +0.50% | +0.05% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 13.42% | +0.29% | -0.95% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.88% | +0.25% | +9.87% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.73% | — | -6.89% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.64% | +0.69% | +69.16% | |
| 7 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.28% | — | -1.59% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.22% | — | -0.81% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.99% | — | -1.56% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.54% | — | +9.82% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.27% | +0.16% | +0.18% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.29% | +0.46% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.14% | +0.13% | +428.58% | |
| 14 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 1.09% | — | -3.03% | |
| 15 | Z | Zillow Group INC - C | 株式-通信サービス | 0.85% | — | -4.05% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 0.83% | +0.20% | -18.09% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | — | +1.81% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | -0.13% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | +124.95% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | -0.87% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.54% | -0.50% | +0.00% | |
| 22 | BILL | Bill Holdings INC | 株式-IT | 0.47% | — | — | |
| 23 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.45% | — | — | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.43% | — | -3.30% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.41% | — | -4.67% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.37% | — | -1.36% | |
| 27 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.33% | — | — | |
| 28 | GETY | Getty Images Holdings INC | 株式-その他 | 0.31% | — | — | |
| 29 | RELY | Remitly Global INC | 株式-その他 | 0.24% | — | -19.45% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.24% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.05% | +35.93% | |
| 32 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.20% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.20% | +0.14% | -39.78% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | -0.03% | -2.75% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.17% | — | +13.47% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | -0.69% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | +0.09% | -3.25% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.15% | — | -6.81% | |
| 39 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.15% | +0.41% | — | |
| 40 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.13% | — | -25.14% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.09% | -1.17% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.12% | — | -1.67% | |
| 43 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.12% | — | — | |
| 44 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.11% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.10% | — | -4.63% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | -0.16% | — | |
| 47 | FSLY | Fastly INC - Class A | 株式-IT | 0.10% | — | — | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.10% | — | -0.09% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.09% | — | -0.11% | |
| 50 | ACVA | Acv Auctions Inc-a | 株式-その他 | 0.09% | — | — |