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 | 29.60% | -1.76% | -49.95% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.21% | +0.29% | -9.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.62% | +0.50% | -13.75% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.64% | +0.25% | -0.30% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.25% | +0.69% | -0.45% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.67% | -0.50% | — | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.39% | -0.03% | — | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 1.92% | -0.10% | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.90% | +0.13% | +15.00% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -0.32% | +3.15% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.69% | — | -3.27% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.29% | -42.04% | |
| 13 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 1.66% | — | +7.36% | |
| 14 | GETY | Getty Images Holdings INC | 株式-その他 | 1.65% | — | — | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.51% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | — | |
| 17 | INTU | Intuit INC | 株式-IT | 1.31% | -0.13% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.09% | — | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.25% | -0.06% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -0.03% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.08% | +0.20% | +0.17% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | -0.05% | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.92% | +0.16% | -12.82% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.14% | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | — | |
| 26 | MMM | 3m Co | 株式-資本財 | 0.80% | — | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | -0.04% | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.08% | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.75% | — | -47.34% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | -0.21% | — | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.63% | — | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | — | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | — | — | |
| 35 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 0.47% | — | +218.30% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.44% | — | — | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.43% | +0.13% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.39% | — | — | |
| 39 | ANIX | Anixa Biosciences INC | 株式-その他 | 0.34% | — | -3.24% | |
| 40 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.34% | +0.41% | +94.17% | |
| 41 | SOFI | Sofi Technologies INC | 株式-金融 | 0.29% | — | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.27% | — | -33.71% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | — | |
| 44 | JMIA | Jumia Technologies Ag-adr | 株式-その他 | 0.23% | — | — | |
| 45 | PCAR | Paccar INC | 株式-資本財 | 0.19% | — | — | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | — | |
| 47 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.17% | — | — | |
| 48 | AFRM | Affirm Holdings INC | 株式-金融 | 0.16% | — | — | |
| 49 | FLR | Fluor CORP | 株式-資本財 | 0.16% | — | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.15% | — | — |