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 | 28.46% | — | -0.15% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.05% | — | -4.04% | |
| 3 | OMER | Omeros CORP | 株式-その他 | 5.69% | — | +0.22% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.40% | — | -2.33% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.10% | — | +3.93% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.86% | — | -2.65% | |
| 7 | WPS | Ishares International Develo | ETF-その他 | 3.78% | — | +4.06% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.59% | — | -2.58% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.35% | — | +10.25% | |
| 10 | OMC | Omnicom Group | 株式-通信サービス | 1.91% | — | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.82% | — | +4.36% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.46% | — | +11.88% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.00% | — | -1.73% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.84% | — | -0.52% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.83% | — | -2.84% | |
| 16 | MCHB | Mechanics Bancorp-a | 株式-その他 | 0.82% | — | — | |
| 17 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.79% | — | -0.83% | |
| 18 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.73% | — | -4.55% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.72% | — | — | |
| 20 | ✓ | Amazon Com INC | 株式-その他 | 0.68% | — | — | |
| 21 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.67% | — | +0.30% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | -31.49% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.66% | — | +0.90% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | — | +0.94% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | +24.60% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.65% | — | +0.81% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.61% | — | +0.74% | |
| 28 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.59% | — | +170.93% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | -0.24% | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.57% | — | -23.39% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +1.82% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -0.36% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +10.33% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | +1.45% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.43% | — | +41.92% | |
| 38 | COLB | Columbia Banking System INC | 株式-金融 | 0.43% | — | -0.39% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | +5.12% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | +5.49% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | -0.60% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.38% | — | +1.23% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.37% | — | -3.25% | |
| 44 | ✓ | Amgen | 株式-その他 | 0.26% | — | — | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | +23.34% | |
| 46 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.25% | — | +9.63% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.25% | — | +0.10% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | — | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.25% | — | — | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | +51.95% |