CIK: 0001697457
申告総資産額
$10.6億
| # | 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 | SBUX | Starbucks CORP | 株式-一般消費財 | 30.44% | — | -1.74% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.36% | — | -4.48% | |
| 3 | OMER | Omeros CORP | 株式-その他 | 5.32% | — | -2.40% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.44% | — | +10.72% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.94% | — | +15.99% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.90% | — | -1.00% | |
| 7 | WPS | Ishares International Develo | ETF-その他 | 3.73% | — | +13.61% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.63% | — | -3.30% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.13% | — | +80.45% | |
| 10 | OMC | Omnicom Group | 株式-通信サービス | 1.95% | — | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.70% | — | +2.19% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.19% | — | +0.08% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.06% | — | -2.99% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.99% | — | -49.51% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | +64.67% | |
| 16 | MCHB | Mechanics Bancorp-a | 株式-その他 | 0.84% | — | -2.24% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.83% | — | -66.84% | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.79% | — | -2.74% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | — | +30.38% | |
| 20 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.76% | — | +3.39% | |
| 21 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.72% | — | -7.42% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | — | +1.94% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.69% | — | — | |
| 24 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.67% | — | +6.88% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.64% | — | +10.13% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.61% | — | — | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.60% | — | +1.47% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +3.68% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | +66.90% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +2.41% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | — | — | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +4.99% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | -2.74% | |
| 35 | COLB | Columbia Banking System INC | 株式-金融 | 0.41% | — | +13.52% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.40% | — | +20.05% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | -9.98% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.40% | — | -1.21% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | -1.68% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | — | -73.75% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -0.97% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.37% | — | -18.85% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.31% | — | -1.61% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | -3.82% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.25% | — | -16.89% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.24% | — | +0.91% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.24% | — | +0.18% | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.23% | — | -2.01% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.23% | — | -13.01% | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.23% | — | -0.03% |