CIK: 0001697457
申告総資産額
$10.6億
上位200銘柄を表示中（全278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 | SBUX | Starbucks CORP | 株式-一般消費財 | 7.31% | — | -6.97% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.32% | — | +2.14% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.85% | — | +2.93% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.85% | — | +0.25% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.03% | — | -5.03% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | — | -0.83% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.71% | — | — | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.42% | — | +1.58% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.41% | — | +6.87% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.19% | — | +10.35% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.04% | — | +12.54% | |
| 12 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.01% | — | +2.24% | |
| 13 | OMER | Omeros CORP | 株式-その他 | 1.80% | — | -0.50% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | — | -2.88% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.51% | — | +244.91% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.49% | — | -0.06% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.47% | — | -3.79% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.43% | — | -16.78% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.33% | — | -3.03% | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.30% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +0.06% | |
| 22 | WPS | Ishares International Develo | ETF-その他 | 1.26% | — | -0.90% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.18% | — | -0.07% | |
| 24 | PCAR | Paccar INC | 株式-資本財 | 1.14% | — | +0.23% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.10% | — | -4.16% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.05% | — | +25.50% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 1.02% | — | +50.47% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | +0.55% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.94% | — | -3.35% | |
| 30 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.91% | — | — | |
| 31 | AWK | American Water Works Co INC | 株式-公益事業 | 0.79% | — | +0.12% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +0.40% | |
| 33 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.77% | — | — | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -0.03% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.70% | — | +25.74% | |
| 36 | OMC | Omnicom Group | 株式-通信サービス | 0.68% | — | -0.03% | |
| 37 | MPLX | Mplx LP | 株式-エネルギー | 0.64% | — | -2.56% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.60% | — | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | -50.93% | |
| 40 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.56% | — | — | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.51% | — | -0.02% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | -4.71% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | -3.20% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.49% | — | -2.42% | |
| 45 | AAL | American Airlines Group INC | 株式-資本財 | 0.44% | — | +0.09% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.44% | — | -49.53% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -1.70% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.42% | — | +5.41% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -0.37% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | — |