CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中（全208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 | PCAR | Paccar INC | 株式-資本財 | 21.29% | +1.05% | +0.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 10.83% | -1.22% | +791.89% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.74% | -0.03% | +5.14% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.75% | — | +0.37% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.61% | — | +8.39% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.56% | +0.08% | +56.91% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.10% | +0.06% | +17.73% | |
| 8 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 1.79% | — | +11.36% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.51% | — | — | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.42% | — | -5.88% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.17% | -0.10% | -2.98% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.05% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | +0.13% | +18.99% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.05% | +34.75% | |
| 15 | RAMP | Liveramp Holdings INC | 株式-その他 | 0.94% | — | -5.31% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | +0.12% | +23.83% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.91% | +0.02% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | -0.18% | +103.99% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.85% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.12% | -2.33% | |
| 21 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.81% | — | — | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | — | +5.18% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.69% | — | +74.37% | |
| 24 | RDFN | Redfin CORP | 株式-その他 | 0.68% | — | +0.34% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | -0.06% | +18.34% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | — | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.58% | — | +0.07% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | -0.02% | -5.34% | |
| 29 | AVLRUSD | Avalara INC | 株式-その他 | 0.58% | — | -51.48% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.52% | — | -13.47% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | -0.05% | +48.30% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | -2.76% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +72.39% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +120.81% | |
| 35 | ✓ | Oppenheimer ETF Tr | ETF-その他 | 0.44% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +96.47% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.40% | — | — | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | -0.05% | +28.87% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | +66.58% | |
| 40 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.37% | — | -83.19% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.36% | — | +60.14% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.35% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | +108.56% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | +110.65% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | +98.60% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | +79.71% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +111.44% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | +74.54% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | +112.44% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +73.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +9.3% | +791.89% | 増加 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.3% | +56.91% | 増加 |
| 3 | SMARGBP | Smartsheet Inc-class A | +0.3% | +11.36% | 増加 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +103.99% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +120.81% | 増加 |
| 6 | VXUS | Vanguard Total Intl Stock | +0.2% | +74.37% | 増加 |
| 7 | CSCO | Cisco Systems INC | +0.2% | +110.65% | 増加 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +34.75% | 増加 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +96.47% | 増加 |
| 10 | CVX | Chevron CORP | +0.1% | +108.56% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +111.44% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +112.44% | 増加 |
| 13 | INTC | Intel CORP | +0.1% | +102.04% | 増加 |
| 14 | PEP | Pepsico INC | +0.1% | +147.28% | 増加 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +79.71% | 増加 |
| 16 | MA | Mastercard INC - A | +0.1% | +91.25% | 増加 |
| 17 | DIS | Walt Disney Co/the | +0.1% | +98.60% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +74.54% | 増加 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | +98.57% | 増加 |
| 20 | BAC | Bank Of America CORP | +0.1% | +66.58% | 増加 |
| 21 | BA | Boeing Co/the | +0.1% | +60.14% | 増加 |
| 22 | HD | Home Depot INC | +0.1% | +84.69% | 増加 |
| 23 | VZ | Verizon Communications INC | +0.1% | +95.90% | 増加 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +72.39% | 増加 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +48.30% | 増加 |
| 26 | PFE | Pfizer INC | 0% | +73.94% | 増加 |
| 27 | NFLX | Netflix INC | 0% | +18.34% | 増加 |
| 28 | COST | Costco Wholesale CORP | 0% | +28.87% | 増加 |
| 29 | RDFN | Redfin CORP | 0% | +0.34% | 増加 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | +23.83% | 増加 |
| 31 | AAPL | Apple INC | -0.1% | +17.73% | 増加 |
| 32 | RAMP | Liveramp Holdings INC | -0.1% | -5.31% | 減少 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +18.99% | 増加 |
| 34 | IWB | Ishares Russell 1000 ETF | -0.5% | — | 変化なし |
| 35 | VBR | Vanguard Small-cap Value ETF | -0.8% | +8.39% | 増加 |
| 36 | VUG | Vanguard Growth ETF | -1.3% | +0.37% | 増加 |
| 37 | AMZN | Amazon.com INC | -1.9% | +5.14% | 増加 |
| 38 | AOK | Ishares Core 30/70 Conservat | -2.7% | -83.19% | 減少 |
| 39 | PCAR | Paccar INC | -5.4% | +0.07% | 増加 |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | — | EXIT | 全売却 |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | 新規購入 |
| 42 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | — | NEW | 新規購入 |
| 43 | ✓ | Apptio INC | — | EXIT | 全売却 |
| 44 | ✓ | Oppenheimer ETF Tr | — | NEW | 新規購入 |
| 45 | ✓ | Esterline Technologies CORP | — | EXIT | 全売却 |
| 46 | RODM | Hartford Multifact Dev Mrkt | — | NEW | 新規購入 |
| 47 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 48 | ACN | Accenture plc | — | NEW | 新規購入 |
| 49 | PM | Philip Morris International | — | NEW | 新規購入 |
| 50 | ITOT | Ishares Core S&p Total U.s. | — | EXIT | 全売却 |