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 | 23.44% | — | -1.11% | |
| 2 | OMER | Omeros CORP | 株式-その他 | 8.45% | — | -1.68% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.20% | — | -1.10% | |
| 4 | PCAR | Paccar INC | 株式-資本財 | 3.41% | — | +4371.65% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.36% | — | +2.31% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.17% | — | +0.55% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.81% | — | +0.35% | |
| 8 | WPS | Ishares International Develo | ETF-その他 | 2.80% | — | +1.11% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.78% | — | -0.82% | |
| 10 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.29% | — | — | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.95% | — | +0.41% | |
| 12 | OMC | Omnicom Group | 株式-通信サービス | 1.51% | — | +0.02% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.48% | — | +370.01% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.38% | — | +1.47% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | +4.05% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.18% | — | +28.86% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.09% | — | +127.54% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.80% | — | +0.41% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.76% | — | +20.96% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.64% | — | -2.36% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | +6.02% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -4.74% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.60% | — | +668.76% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | -0.35% | |
| 25 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.55% | — | -0.93% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.53% | — | -1.22% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | +0.02% | |
| 28 | MCHB | Mechanics Bancorp-a | 株式-その他 | 0.53% | — | -2.76% | |
| 29 | RRGB | Red Robin Gourmet Burgers | 株式-その他 | 0.52% | — | — | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.51% | — | +2.51% | |
| 31 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.50% | — | -0.87% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | +0.49% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +4.27% | |
| 34 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.47% | — | +0.02% | |
| 35 | SCOUSD | Proshares Ultrashort Bloombe | ETF-その他 | 0.43% | — | — | |
| 36 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.41% | — | -1.42% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +0.20% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.41% | — | +0.12% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | -0.56% | |
| 40 | OASEUR | Oasis Petroleum INC | 株式-その他 | 0.40% | — | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.39% | — | — | |
| 42 | SM | Sm Energy Co | 株式-エネルギー | 0.38% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | -4.33% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | — | +1.05% | |
| 45 | BBG1USD | Bill Barrett CORP | 株式-その他 | 0.33% | — | — | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.32% | — | +0.82% | |
| 47 | LPI1EUR | Laredo Petroleum INC | 株式-その他 | 0.32% | — | — | |
| 48 | CRZOEUR | Carrizo Oil & Gas INC | 株式-その他 | 0.32% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.32% | — | +1.21% | |
| 50 | ✓ | US Silica Hldgs Inc. | 株式-その他 | 0.31% | — | — |