CIK: 0001664214
申告総資産額
$17.5億
| # | 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 | PCAR | Paccar INC | 株式-資本財 | 34.56% | +1.05% | -0.82% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 12.53% | -0.03% | -2.08% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.55% | — | -2.58% | |
| 4 | SG7 | Sage Therapeutics INC | 株式-その他 | 4.37% | — | — | |
| 5 | AGIO | Agios Pharmaceuticals INC | 株式-その他 | 2.63% | — | — | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.14% | — | — | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 2.08% | — | -27.00% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.04% | +0.06% | -4.92% | |
| 9 | PI | Impinj INC | 株式-IT | 1.97% | — | +340.28% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.60% | -0.10% | +0.19% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.49% | +0.02% | -10.07% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.49% | +0.08% | +0.61% | |
| 13 | ✓ | Juno Therapeutics | 株式-その他 | 1.08% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.05% | +0.51% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.04% | — | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.03% | — | +0.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | +0.13% | +0.35% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -1.22% | -1.47% | |
| 19 | ✓ | 株式-その他 | 0.97% | — | -0.75% | ||
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | +0.12% | +0.41% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.92% | — | -0.19% | |
| 22 | EDIT | Editas Medicine INC | 株式-その他 | 0.80% | — | — | |
| 23 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.77% | — | — | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.67% | — | -2.99% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | -0.02% | -0.08% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.65% | — | +1.30% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.63% | — | -0.33% | |
| 28 | BTU | Peabody Energy Corporation | 株式-エネルギー | 0.62% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | -0.18% | +2.55% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | -35.50% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | +0.35% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.47% | — | -10.50% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | -0.05% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | -0.12% | -0.10% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.38% | — | -3.23% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | -0.06% | -6.86% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | -0.05% | -2.68% | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.31% | — | — | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | +1.38% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.30% | — | +0.59% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.30% | — | -4.42% | |
| 42 | ✓ | 株式-その他 | 0.29% | — | -1.27% | ||
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | +42.40% | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.28% | — | — | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.28% | — | +1.30% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | — | +78.53% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | +0.47% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | +1.09% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -0.48% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — |