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 | 41.87% | -1.76% | -0.07% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.88% | +0.29% | -0.35% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.07% | +0.50% | -0.46% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.85% | +0.25% | +6.99% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.14% | -0.50% | +15.65% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.46% | +0.69% | +3.20% | |
| 7 | GETY | Getty Images Holdings INC | 株式-その他 | 2.44% | — | +402.64% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.29% | -0.35% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.06% | -0.03% | +375.75% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.60% | — | -3.71% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.32% | +1.79% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.37% | — | +101.88% | |
| 13 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 1.23% | — | -3.65% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.14% | -0.10% | — | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.14% | +0.13% | -49.70% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | -0.06% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.93% | — | -19.22% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.80% | +0.16% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.76% | — | -9.61% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | -0.03% | — | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 0.71% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.14% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.09% | — | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | -0.04% | — | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.08% | — | |
| 27 | MMM | 3m Co | 株式-資本財 | 0.53% | — | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | — | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | -25.86% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | +0.20% | — | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | — | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.43% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | -0.21% | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.34% | — | — | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 0.34% | — | +8.10% | |
| 36 | BILL | Bill Holdings INC | 株式-IT | 0.32% | — | — | |
| 37 | USB | US Bancorp | 株式-金融 | 0.32% | — | — | |
| 38 | ANIX | Anixa Biosciences INC | 株式-その他 | 0.26% | — | +2.73% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | — | |
| 40 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.23% | — | — | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.21% | — | -16.32% | |
| 42 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 0.20% | — | — | |
| 43 | RELY | Remitly Global INC | 株式-その他 | 0.18% | — | -8.72% | |
| 44 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.14% | — | — | |
| 45 | FLR | Fluor CORP | 株式-資本財 | 0.13% | — | — | |
| 46 | ARCO | Arcos Dorados Holdings Inc. | 株式-その他 | 0.13% | — | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.10% | — | — | |
| 48 | BALL | Ball CORP | 株式-一般消費財 | 0.10% | — | — | |
| 49 | RDFN | Redfin CORP | 株式-その他 | 0.09% | — | -9.52% | |
| 50 | AU | AngloGold Ashanti plc | 株式-素材 | 0.08% | — | — |