CIK: 0001009209
申告総資産額
$29.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.79% | -0.71% | +883.29% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.96% | +0.16% | +948.17% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.57% | -0.14% | +1010.59% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.54% | — | +1135.98% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.24% | — | +595.38% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 5.04% | — | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.91% | -0.01% | +1245.25% | |
| 8 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 3.67% | — | +888.36% | |
| 9 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 3.54% | — | +1181.13% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.39% | -0.25% | +1778.10% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.06% | +0.08% | +1016.68% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.05% | +0.06% | +837.98% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | -0.20% | +5608.67% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.12% | +1070.05% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.35% | +0.04% | +270.40% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | -0.05% | — | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.16% | — | +912.78% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | — | +1915.21% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | -0.11% | +1428.75% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.23% | +844.88% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.17% | +467.37% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.22% | +1301.65% | |
| 23 | CME | Cme Group INC | 株式-金融 | 0.66% | — | +1228.90% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.64% | -0.10% | +831.68% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.63% | — | +808.55% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.05% | +600.36% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | +494.10% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.59% | — | — | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | -0.05% | +296.82% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.10% | +468.06% | |
| 31 | FRCB | First Republic Bank/ca | 株式-金融 | 0.54% | — | +982.66% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.53% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | +584.91% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.51% | — | +684.18% | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.51% | — | +1030.69% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +764.80% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.47% | — | +1079.86% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.47% | — | +448.25% | |
| 39 | VFC | Vf CORP | 株式-一般消費財 | 0.47% | — | +667.98% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | -0.23% | +588.95% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.45% | — | +910.94% | |
| 42 | NWL | Newell Brands INC | 株式-生活必需品 | 0.44% | — | +695.21% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.44% | — | +578.68% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.44% | +0.02% | +1066.29% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.43% | — | +977.17% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.43% | — | +892.27% | |
| 47 | PH | Parker Hannifin CORP | 株式-資本財 | 0.42% | — | +1178.76% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.42% | — | +601.68% | |
| 49 | SLB | Slb LTD | 株式-エネルギー | 0.42% | — | +802.23% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.41% | — | +1052.29% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.6% | +1778.10% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +1.6% | +1010.59% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.4% | +5608.67% | 増加 |
| 4 | VGK | Vanguard Ftse Europe ETF | +1.2% | +1135.98% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +1245.25% | 増加 |
| 6 | ROBO | Robo Global Robotics And Aut | +0.7% | +1181.13% | 増加 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +883.29% | 増加 |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.5% | +1915.21% | 増加 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +1016.68% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.4% | +1070.05% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.4% | +1428.75% | 増加 |
| 12 | EFA | Ishares Msci Eafe ETF | +0.3% | +948.17% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +1301.65% | 増加 |
| 14 | CME | Cme Group INC | +0.2% | +1228.90% | 増加 |
| 15 | VNQ | Vanguard Real Estate ETF | +0.1% | +837.98% | 増加 |
| 16 | SHW | Sherwin-williams Co/the | +0.1% | +1079.86% | 増加 |
| 17 | FRCB | First Republic Bank/ca | +0.1% | +982.66% | 増加 |
| 18 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +888.36% | 増加 |
| 19 | OEF | Ishares S&p 100 ETF | +0.1% | +912.78% | 増加 |
| 20 | CRM | Salesforce INC | +0.1% | +831.68% | 増加 |
| 21 | HON | Honeywell International INC | +0.1% | +1066.29% | 増加 |
| 22 | PH | Parker Hannifin CORP | +0.1% | +1178.76% | 増加 |
| 23 | UPS | United Parcel Service-cl B | +0.1% | +977.17% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +844.88% | 増加 |
| 25 | GILD | Gilead Sciences INC | 0% | +1030.69% | 増加 |
| 26 | BLKCHF | Blackrock INC | 0% | +1052.29% | 増加 |
| 27 | AMT | American Tower CORP | 0% | +910.94% | 増加 |
| 28 | MDLZ | Mondelez International Inc-a | — | +892.27% | 増加 |
| 29 | SLB | Slb LTD | 0% | +802.23% | 増加 |
| 30 | VFC | Vf CORP | -0.1% | +667.98% | 増加 |
| 31 | INTC | Intel CORP | -0.1% | +808.55% | 増加 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +764.80% | 増加 |
| 33 | DHR | Danaher CORP | -0.1% | +696.81% | 増加 |
| 34 | NWL | Newell Brands INC | -0.1% | +695.21% | 増加 |
| 35 | ECL | Ecolab INC | -0.1% | +684.18% | 増加 |
| 36 | ABT | Abbott Laboratories | -0.2% | +588.95% | 増加 |
| 37 | PFE | Pfizer INC | -0.2% | +584.91% | 増加 |
| 38 | SCHW | Schwab (charles) CORP | -0.2% | +578.68% | 増加 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | +494.10% | 増加 |
| 40 | JNJ | Johnson & Johnson | -0.3% | +600.36% | 増加 |
| 41 | CVX | Chevron CORP | -0.3% | +468.06% | 増加 |
| 42 | MSFT | Microsoft CORP | -0.5% | +467.37% | 増加 |
| 43 | MMM | 3m Co | -0.5% | +448.25% | 増加 |
| 44 | DIS | Walt Disney Co/the | -0.8% | +296.82% | 増加 |
| 45 | AAPL | Apple INC | -1.9% | +270.40% | 増加 |
| 46 | IWD | Ishares Russell 1000 Value E | -2.1% | +595.38% | 増加 |
| 47 | ICSH | Ishares Ultra Short Duration | — | NEW | 新規購入 |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 49 | MDY | State Street Spdr S&p Midcap | — | NEW | 新規購入 |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | 新規購入 |