CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中（全296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 | 15.77% | +1.05% | +0.01% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.54% | -1.22% | -21.61% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.68% | -0.03% | +0.33% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.06% | +0.08% | +32.06% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.42% | — | +35.00% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 4.09% | -0.20% | +44.70% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.08% | — | -12.09% | |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 2.51% | — | +6.47% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.50% | +0.06% | -4.16% | |
| 10 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 2.38% | — | +43.64% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.38% | — | -0.17% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 2.34% | — | +29.63% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.18% | +32.18% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.88% | +0.01% | +85.32% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.14% | — | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | -0.05% | +1.94% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | +0.13% | +2.27% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | — | +0.03% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.93% | -0.10% | -0.08% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.12% | +4.49% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | +0.02% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | -0.12% | +1.36% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.57% | — | -3.75% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | +123.86% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +3.08% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | -0.05% | -9.92% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.51% | — | +0.15% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +5.74% | |
| 29 | RAMP | Liveramp Holdings INC | 株式-その他 | 0.46% | — | -3.94% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.44% | — | +1.17% | |
| 31 | SG7 | Sage Therapeutics INC | 株式-その他 | 0.42% | — | — | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.41% | -0.06% | -1.38% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | -0.19% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | -17.19% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | -0.05% | -0.65% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | -2.31% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | -0.36% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +1.21% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | -1.62% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.36% | — | +0.06% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.33% | — | +8.97% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | +5.06% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | +4.69% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | +1.56% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | -5.30% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.30% | -0.02% | -38.40% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | -0.03% | +8.93% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | -9.06% | |
| 49 | RDFN | Redfin CORP | 株式-その他 | 0.29% | — | -39.34% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | — | +1.38% |