CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中（全263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 | 18.53% | +1.05% | +0.09% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.64% | -0.03% | +0.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.37% | -1.22% | -17.65% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.93% | — | -4.18% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.78% | +0.08% | +79.43% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.01% | — | +240.89% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.90% | — | -4.06% | |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 2.40% | — | +255.25% | |
| 9 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 2.37% | — | +34.81% | |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 2.17% | -0.20% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 2.01% | +0.06% | +11.45% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.49% | -0.18% | +100.22% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.29% | — | — | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.26% | — | +494.76% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | — | -1.85% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.11% | -0.10% | +1.30% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.05% | +9.59% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | -0.02% | +84.01% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.13% | +11.38% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | +0.12% | +13.00% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | +0.02% | — | |
| 22 | RAMP | Liveramp Holdings INC | 株式-その他 | 0.70% | — | +0.98% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | -0.12% | -5.60% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | — | +3.89% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.58% | — | -3.97% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | -0.06% | +4.74% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +41.36% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | — | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.50% | — | +1.23% | |
| 30 | PI | Impinj INC | 株式-IT | 0.50% | — | +54.82% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +22.67% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +19.83% | |
| 33 | RDFN | Redfin CORP | 株式-その他 | 0.46% | — | -7.56% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | -0.05% | +0.14% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | — | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | +35.99% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | -0.05% | +10.64% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | +10.89% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | +13.95% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | +30.34% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | +22.90% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.35% | — | +5.64% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +22.11% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | +15.47% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | +30.53% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | -0.03% | +26.87% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | +26.89% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | +14.13% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.30% | — | +71.47% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.30% | — | -33.42% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FNDA | Schwab Fndmntl US Sm Co ETF | +2% | +240.89% | 増加 |
| 2 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +1.6% | +255.25% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +1.2% | +79.43% | 増加 |
| 4 | RODM | Hartford Multifact Dev Mrkt | +1% | +494.76% | 増加 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.6% | +100.22% | 増加 |
| 6 | SMARGBP | Smartsheet Inc-class A | +0.6% | +34.81% | 増加 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +84.01% | 増加 |
| 8 | PI | Impinj INC | +0.3% | +54.82% | 増加 |
| 9 | T | At&t INC | +0.1% | +71.47% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +35.99% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +41.36% | 増加 |
| 12 | ZTS | Zoetis INC | +0.1% | +110.29% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +9.59% | 増加 |
| 14 | DIS | Walt Disney Co/the | +0.1% | +10.89% | 増加 |
| 15 | KO | Coca-cola Co/the | +0.1% | +30.53% | 増加 |
| 16 | ABBV | Abbvie INC | +0.1% | +103.36% | 増加 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +19.83% | 増加 |
| 18 | MA | Mastercard INC - A | 0% | +26.89% | 増加 |
| 19 | HD | Home Depot INC | 0% | +26.87% | 増加 |
| 20 | ACN | Accenture plc | 0% | +43.14% | 増加 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +22.67% | 増加 |
| 22 | CVX | Chevron CORP | 0% | +30.34% | 増加 |
| 23 | MCD | Mcdonald's CORP | 0% | +25.95% | 増加 |
| 24 | C | Citigroup INC | 0% | +22.36% | 増加 |
| 25 | PG | Procter & Gamble Co/the | 0% | +22.11% | 増加 |
| 26 | COST | Costco Wholesale CORP | — | +10.64% | 増加 |
| 27 | BAC | Bank Of America CORP | — | +13.95% | 増加 |
| 28 | SBUX | Starbucks CORP | -0.1% | +1.30% | 増加 |
| 29 | AAPL | Apple INC | -0.1% | +11.45% | 増加 |
| 30 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -33.42% | 減少 |
| 31 | RDFN | Redfin CORP | -0.2% | -7.56% | 減少 |
| 32 | RAMP | Liveramp Holdings INC | -0.2% | +0.98% | 増加 |
| 33 | AOK | Ishares Core 30/70 Conservat | -0.3% | -65.21% | 減少 |
| 34 | AVLRUSD | Avalara INC | -0.4% | -74.76% | 減少 |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.7% | -71.26% | 減少 |
| 36 | VBR | Vanguard Small-cap Value ETF | -0.7% | -4.06% | 減少 |
| 37 | AMZN | Amazon.com INC | -1.1% | +0.91% | 増加 |
| 38 | MSFT | Microsoft CORP | -2.5% | -17.65% | 減少 |
| 39 | PCAR | Paccar INC | -2.8% | +0.09% | 増加 |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | — | NEW | 新規購入 |
| 41 | ✓ | Oppenheimer ETF Tr | — | EXIT | 全売却 |
| 42 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 43 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新規購入 |
| 44 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 45 | TM | Toyota Motor CORP -spon Adr | — | NEW | 新規購入 |
| 46 | RDS-A | Shell Plc-spon Adr-a | — | NEW | 新規購入 |
| 47 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 48 | BNY | Bank Of New York Mellon CORP | — | EXIT | 全売却 |
| 49 | TTEN | Totalenergies Se -spon Adr | — | NEW | 新規購入 |
| 50 | HUM | Humana INC | — | NEW | 新規購入 |