CIK: 0001671716
申告総資産額
$12.0億
上位200銘柄を表示中（全215銘柄）
| # | 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 | 12.72% | -0.27% | +1.24% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.60% | — | +7.71% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.12% | +1.32% | -1.71% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.77% | +0.74% | +0.31% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.26% | +0.43% | +0.30% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.96% | -0.64% | +2.41% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.57% | +0.36% | -5.60% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 1.87% | — | +21.04% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.85% | — | -1.75% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.83% | +0.20% | -0.71% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.82% | +0.53% | +1.32% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.76% | — | -0.25% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.70% | -0.16% | -0.56% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.45% | +0.31% | +2.21% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | +0.23% | -0.81% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.40% | +0.58% | +17.79% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.26% | +0.23% | -1.18% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.18% | +0.50% | +2.42% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | — | +1.19% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.10% | +0.32% | +9.62% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 0.99% | -0.17% | -2.32% | |
| 22 | ✓ | Athira Pharma INC | 株式-その他 | 0.93% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.92% | — | -0.75% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -2.56% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.89% | -0.13% | +44.99% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | -1.55% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | -0.98% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | -0.76% | +18.58% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.80% | -0.20% | -0.30% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -1.31% | |
| 31 | PCAR | Paccar INC | 株式-資本財 | 0.71% | — | — | |
| 32 | FTNT | Fortinet INC | 株式-IT | 0.70% | -0.66% | EXIT | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | — | -11.78% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +0.54% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.65% | -0.19% | -0.44% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.64% | — | -1.41% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | -2.75% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.62% | -0.33% | -1.43% | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.61% | — | +8.93% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | -0.20% | +2.03% | |
| 41 | RH | Rh | 株式-一般消費財 | 0.58% | — | — | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | -1.88% | |
| 43 | UBER | Uber Technologies INC | 株式-資本財 | 0.55% | — | -1.05% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.53% | +1.39% | +352.35% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | +0.44% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.51% | — | -1.57% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +0.22% | |
| 48 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.48% | — | — | |
| 49 | CTAS | Cintas CORP | 株式-資本財 | 0.48% | — | -2.07% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.48% | — | +0.13% |