CIK: 0001664214
申告総資産額
$17.5億
上位200銘柄を表示中（全494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 | 11.55% | +1.05% | +0.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.09% | -1.22% | -0.27% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.56% | -0.03% | -0.24% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.52% | — | +2.89% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 4.48% | -0.20% | +3.02% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.07% | -0.18% | +0.51% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.20% | +0.01% | +10.95% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.18% | +0.08% | -22.15% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.94% | +0.06% | -1.35% | |
| 10 | ✓ | 株式-その他 | 2.47% | — | +1916.98% | ||
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.80% | -0.12% | +7.91% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.77% | — | +21.24% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | +0.13% | +1984.70% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.17% | — | +2.35% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.14% | — | +180.15% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | +0.12% | +1971.99% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | — | -0.22% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.96% | — | +541.37% | |
| 19 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.90% | — | +5.40% | |
| 20 | DNLI | Denali Therapeutics INC | 株式-その他 | 0.80% | +0.04% | +813.79% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.78% | — | — | |
| 22 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.66% | — | — | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.63% | -0.10% | +0.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +3.02% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | -0.05% | +0.66% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +2.70% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +6.56% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.05% | -7.98% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.10% | +13.02% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.45% | — | +10.95% | |
| 31 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.44% | — | — | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | -1.88% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +4.77% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | -0.05% | +2.28% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +3.00% | |
| 36 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.37% | +0.27% | -2.89% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | +1.86% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | -0.03% | -0.64% | |
| 39 | PI | Impinj INC | 株式-IT | 0.31% | — | — | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | +0.07% | +4.37% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | — | +3.90% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | +54.84% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | +3.47% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | +18.70% | |
| 45 | SNOW | Snowflake INC | 株式-IT | 0.29% | -0.04% | -1.65% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.28% | — | -1.36% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.28% | -0.02% | +5.85% | |
| 48 | OKTA | Okta INC | 株式-IT | 0.28% | — | -9.77% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | +9.73% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.27% | — | +1.38% |