CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中(全302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 | 14.27% | +1.05% | +0.00% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.56% | -1.22% | +5.83% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.34% | -0.03% | +1.15% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 5.15% | -0.10% | -0.00% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.29% | +0.08% | -5.42% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.04% | — | +9.47% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.59% | -0.18% | +9.34% | |
| 8 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 3.02% | -0.20% | +3.44% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.00% | +0.01% | +1.90% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.96% | +0.06% | +267.56% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.27% | — | -0.02% | |
| 12 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 1.82% | — | +30.42% | |
| 13 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.71% | — | -0.87% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.52% | — | +8.89% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.39% | -0.05% | +3.81% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.24% | — | -28.63% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | +0.13% | +1.49% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.95% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | +0.12% | +1.15% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | -0.12% | -0.71% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | +294.63% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 0.54% | -0.06% | +1.57% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | -0.09% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.48% | -0.10% | +1.21% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | +0.84% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -4.14% | |
| 27 | RAMP | Liveramp Holdings INC | 株式-その他 | 0.43% | — | -7.06% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -16.44% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | -0.05% | +0.63% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +1.47% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | -0.03% | -1.07% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +0.39% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | -4.19% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.35% | -0.05% | +9.77% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.35% | — | — | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.33% | — | +4.21% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | -2.43% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.33% | — | +3.54% | |
| 39 | RDFN | Redfin CORP | 株式-その他 | 0.32% | — | -11.01% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | +3.34% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.30% | — | +8.28% | |
| 42 | SG7 | Sage Therapeutics INC | 株式-その他 | 0.28% | — | — | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.27% | — | -37.16% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | -0.03% | -1.18% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.26% | — | +0.15% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | — | -46.09% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | — | +0.29% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | -6.85% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | +2.42% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.22% | — | -9.83% |