CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中（全278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 | 16.51% | +1.05% | -0.01% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.49% | -1.22% | +19.68% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.19% | -0.03% | -0.50% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.97% | +0.08% | +20.87% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.56% | — | -2.25% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.55% | — | +29.22% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 3.02% | -0.20% | +46.25% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.59% | — | -0.97% | |
| 9 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 2.54% | — | +17.75% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.17% | +0.06% | +4.43% | |
| 11 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.98% | — | +74.44% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.62% | -0.18% | +17.77% | |
| 13 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 1.57% | — | -2.06% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.19% | — | — | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.10% | +0.01% | — | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.04% | -0.10% | -1.99% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.01% | — | -7.27% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.95% | -0.05% | +7.35% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.13% | +7.10% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | +0.12% | +7.05% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.71% | +0.02% | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.64% | — | +18.25% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | -0.12% | +0.01% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | -0.05% | +52.86% | |
| 25 | RAMP | Liveramp Holdings INC | 株式-その他 | 0.55% | — | -1.58% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.54% | — | +3.22% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | -0.02% | -35.09% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | +6.72% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +12.55% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +32.41% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.47% | — | +2.42% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | -0.05% | +8.61% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -3.63% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +15.03% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | — | -12.50% | |
| 36 | RDFN | Redfin CORP | 株式-その他 | 0.39% | — | — | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.38% | — | +22.63% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.38% | -0.06% | +5.48% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +15.57% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | -0.24% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | +7.95% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.37% | — | +10.76% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | +8.73% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.35% | — | +13.48% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | +25.54% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +12.34% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | -0.03% | +4.34% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | +12.02% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +8.64% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | — | +19.00% |
| # | 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 | +1.1% | +19.68% | 増加 |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | +0.9% | +46.25% | 増加 |
| 3 | RODM | Hartford Multifact Dev Mrkt | +0.7% | +74.44% | 増加 |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.5% | +29.22% | 増加 |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +20.87% | 増加 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +52.86% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | +4.43% | 増加 |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +17.75% | 増加 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +17.77% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.10% | 増加 |
| 11 | CRM | Salesforce INC | +0.1% | +89.18% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +7.05% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +32.41% | 増加 |
| 14 | WFC | Wells Fargo & Co | +0.1% | +45.90% | 増加 |
| 15 | NEE | Nextera Energy INC | +0.1% | +56.98% | 増加 |
| 16 | FIS | Fidelity National Info Serv | +0.1% | +150.12% | 増加 |
| 17 | INTC | Intel CORP | +0.1% | +30.86% | 増加 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +15.03% | 増加 |
| 19 | UNP | Union Pacific CORP | +0.1% | +49.30% | 増加 |
| 20 | T | At&t INC | +0.1% | +13.48% | 増加 |
| 21 | MRK | Merck & Co. INC. | +0.1% | +25.54% | 増加 |
| 22 | VXUS | Vanguard Total Intl Stock | 0% | +18.25% | 増加 |
| 23 | NKE | Nike INC -cl B | 0% | +34.88% | 増加 |
| 24 | MDT | Medtronic plc | 0% | +26.41% | 増加 |
| 25 | IXUS | Ishares Core Intl Stock ETF | 0% | +22.63% | 増加 |
| 26 | COST | Costco Wholesale CORP | 0% | +8.61% | 増加 |
| 27 | KO | Coca-cola Co/the | 0% | +12.34% | 増加 |
| 28 | CMCSA | Comcast Corp-class A | 0% | +16.23% | 増加 |
| 29 | BA | Boeing Co/the | 0% | +10.76% | 増加 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +6.72% | 増加 |
| 31 | AOK | Ishares Core 30/70 Conservat | -0.1% | -51.36% | 減少 |
| 32 | AVLRUSD | Avalara INC | -0.1% | -49.98% | 減少 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -3.63% | 減少 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -12.50% | 減少 |
| 35 | RAMP | Liveramp Holdings INC | -0.2% | -1.58% | 減少 |
| 36 | NFLX | Netflix INC | -0.2% | +5.48% | 増加 |
| 37 | VTV | Vanguard Value ETF | -0.2% | -7.27% | 減少 |
| 38 | PI | Impinj INC | -0.2% | -41.63% | 減少 |
| 39 | VBR | Vanguard Small-cap Value ETF | -0.3% | -0.97% | 減少 |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.4% | -35.09% | 減少 |
| 41 | SMARGBP | Smartsheet Inc-class A | -0.8% | -2.06% | 減少 |
| 42 | AMZN | Amazon.com INC | -1.5% | -0.50% | 減少 |
| 43 | PCAR | Paccar INC | -2% | -0.01% | 減少 |
| 44 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | 新規購入 |
| 45 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新規購入 |
| 46 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 47 | YUM | Yum! Brands INC | — | NEW | 新規購入 |
| 48 | CCI | Crown Castle INC | — | NEW | 新規購入 |
| 49 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |