CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中(全353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 | 12.66% | +1.05% | +4.58% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.83% | -1.22% | +4.08% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.33% | -0.03% | +2.82% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 5.36% | -0.10% | -0.38% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.31% | — | -2.04% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.20% | +0.08% | -0.49% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 3.67% | -0.20% | +12.75% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.02% | +0.06% | +6.22% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.01% | -0.18% | -10.39% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.89% | +0.01% | +0.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.18% | -0.12% | +186.52% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.09% | — | -1.37% | |
| 13 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.61% | — | +2.41% | |
| 14 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 1.59% | — | -25.94% | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.49% | — | +0.67% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | -0.05% | +4.56% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | +0.13% | +3.52% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.02% | — | -2.27% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.90% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | +0.12% | +3.56% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | — | -19.97% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 0.56% | -0.06% | +14.86% | |
| 23 | RAMP | Liveramp Holdings INC | 株式-その他 | 0.52% | — | +1.34% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.10% | +33.86% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | +10.00% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | -0.05% | +30.15% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | — | -8.08% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | +8.41% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | -4.46% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | +10.84% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | -4.66% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | -0.05% | +8.93% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | — | +74.26% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | -2.30% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +15.21% | |
| 36 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.36% | — | — | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.34% | — | +0.76% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | +7.27% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | -0.03% | +6.36% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.31% | — | +3.41% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.29% | — | +18.69% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.29% | — | +2.74% | |
| 43 | RDFN | Redfin CORP | 株式-その他 | 0.28% | — | -23.76% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.27% | — | +98.68% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.24% | — | +7.07% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | -0.03% | +5.76% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | +5.73% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | +10.44% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | — | +11.71% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.21% | — | +0.06% |