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 | 39.50% | +1.05% | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 13.62% | -0.03% | -12.42% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.87% | — | -1.68% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.61% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.52% | — | -0.95% | |
| 6 | ✓ | Juno Therapeutics | 株式-その他 | 2.47% | — | +2.62% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.88% | +0.08% | -0.08% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.88% | +0.06% | -1.05% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.68% | +0.02% | -1.23% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.60% | -0.10% | +0.00% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.28% | — | +0.04% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | +0.13% | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.05% | +0.19% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.15% | — | +0.87% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.13% | — | -5.18% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | +0.12% | — | |
| 17 | ✓ | 株式-その他 | 1.03% | — | +1.48% | ||
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.97% | -1.22% | +0.88% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.93% | — | — | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.84% | — | +0.86% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | — | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.80% | — | -3.12% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | +15.21% | |
| 24 | ✓ | Apptio INC | 株式-その他 | 0.76% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.18% | -2.79% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | -0.02% | -1.14% | |
| 27 | ✓ | Esterline Technologies CORP | 株式-その他 | 0.53% | — | +5.82% | |
| 28 | PI | Impinj INC | 株式-IT | 0.52% | — | -1.92% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.49% | — | -7.48% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | -0.12% | -1.57% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | +1.15% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | -0.06% | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | -0.05% | -9.66% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | -0.05% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | — | — | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | — | +3.54% | |
| 37 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.33% | — | +0.01% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | — | |
| 39 | RNST | Renasant CORP | 株式-その他 | 0.32% | — | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | +1.81% | |
| 41 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.24% | — | — | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | +0.47% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.20% | — | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.19% | — | -29.17% | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +34.75% | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.17% | — | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.16% | — | +0.08% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.16% | — | +0.68% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.15% | — | +6.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PCAR | Paccar INC | +1.6% | — | 変化なし |
| 2 | AMZN | Amazon.com INC | +1.6% | -12.42% | 減少 |
| 3 | VUG | Vanguard Growth ETF | +0.8% | -1.68% | 減少 |
| 4 | IWB | Ishares Russell 1000 ETF | +0.3% | — | 変化なし |
| 5 | VTV | Vanguard Value ETF | +0.3% | -0.95% | 減少 |
| 6 | AAPL | Apple INC | +0.3% | -1.05% | 減少 |
| 7 | ✓ | Juno Therapeutics | +0.2% | +2.62% | 増加 |
| 8 | SBUX | Starbucks CORP | +0.2% | +0.00% | 増加 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | -0.08% | 減少 |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.88% | 増加 |
| 11 | ✓ | +0.2% | +1.48% | 増加 | |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | — | 変化なし |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | — | 変化なし |
| 14 | IWD | Ishares Russell 1000 Value E | +0.2% | -1.23% | 減少 |
| 15 | MUB | Ishares National Muni Bond E | +0.1% | +15.21% | 増加 |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 変化なし |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +0.04% | 増加 |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | +0.87% | 増加 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | — | 変化なし |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +0.19% | 増加 |
| 21 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +0.86% | 増加 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | -2.79% | 減少 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.57% | 減少 |
| 24 | BAC | Bank Of America CORP | 0% | +0.47% | 増加 |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | — | 変化なし |
| 26 | VV | Vanguard Large-cap ETF | 0% | +1.81% | 増加 |
| 27 | NFLX | Netflix INC | 0% | — | 変化なし |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 変化なし |
| 29 | BA | Boeing Co/the | 0% | +0.08% | 増加 |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | -7.48% | 減少 |
| 31 | TSLA | Tesla INC | 0% | +1.15% | 増加 |
| 32 | ✓ | Esterline Technologies CORP | 0% | +5.82% | 増加 |
| 33 | VNQ | Vanguard Real Estate ETF | -0.1% | -29.17% | 減少 |
| 34 | PI | Impinj INC | -0.4% | -1.92% | 減少 |
| 35 | SG7 | Sage Therapeutics INC | — | EXIT | 全売却 |
| 36 | AGIO | Agios Pharmaceuticals INC | — | EXIT | 全売却 |
| 37 | EDIT | Editas Medicine INC | — | EXIT | 全売却 |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | EXIT | 全売却 |
| 39 | ✓ | Apptio INC | — | NEW | 新規購入 |
| 40 | ✓ | Maxpoint Interactive INC | — | EXIT | 全売却 |
| 41 | RNST | Renasant CORP | — | NEW | 新規購入 |
| 42 | KRG | Kite Realty Group Trust | — | EXIT | 全売却 |
| 43 | ✓ | — | NEW | 新規購入 | |
| 44 | FFIV | F5 INC | — | EXIT | 全売却 |
| 45 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 46 | EXPD | Expeditors Intl Wash INC | — | NEW | 新規購入 |
| 47 | MCD | Mcdonald's CORP | — | NEW | 新規購入 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 49 | CSLT1EUR | Castlight Health Inc-b | — | EXIT | 全売却 |
| 50 | ✓ | Pendrell CORP | — | EXIT | 全売却 |