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 | 39.28% | -1.76% | -8.27% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.57% | +0.29% | +2.09% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.77% | +0.50% | +16.53% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.76% | +0.25% | +1.61% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.51% | -0.50% | -0.14% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.93% | -0.29% | +13.74% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.32% | +0.69% | -0.28% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.28% | -0.03% | — | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.53% | — | -10.45% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.52% | -0.32% | -13.23% | |
| 11 | GETY | Getty Images Holdings INC | 株式-その他 | 1.43% | — | -0.67% | |
| 12 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 1.28% | — | +0.18% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.26% | — | +31.72% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.19% | -0.10% | — | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.19% | — | -8.30% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.12% | +0.13% | -3.48% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.05% | +0.20% | +121.38% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.02% | -0.06% | — | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.93% | +0.16% | +22.22% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 0.86% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | -0.03% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | -0.09% | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.10% | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.14% | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | -0.04% | — | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.08% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | — | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.53% | — | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.45% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.21% | — | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.40% | — | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.36% | — | — | |
| 34 | USB | US Bancorp | 株式-金融 | 0.35% | — | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.33% | — | -57.74% | |
| 36 | RELY | Remitly Global INC | 株式-その他 | 0.32% | — | — | |
| 37 | PCAR | Paccar INC | 株式-資本財 | 0.32% | — | -17.29% | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.27% | +0.13% | — | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.22% | — | +140.42% | |
| 41 | ANIX | Anixa Biosciences INC | 株式-その他 | 0.20% | — | +0.24% | |
| 42 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.18% | — | — | |
| 43 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 0.16% | — | — | |
| 44 | FLR | Fluor CORP | 株式-資本財 | 0.14% | — | — | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.14% | — | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.14% | — | — | |
| 47 | SOFI | Sofi Technologies INC | 株式-金融 | 0.14% | — | — | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.13% | — | — | |
| 49 | WIT | Wipro Ltd-adr | 株式-その他 | 0.12% | — | +239.30% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.11% | — | — |