CIK: 0001697457
申告総資産額
$10.6億
上位200銘柄を表示中（全332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 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.12% | — | -2.46% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.66% | — | -0.94% | |
| 3 | SBUX | Starbucks CORP | 株式-一般消費財 | 5.50% | — | -1.41% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.23% | — | +11.13% | |
| 5 | PCAR | Paccar INC | 株式-資本財 | 4.87% | — | +0.03% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.79% | — | +1.21% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.76% | — | -7.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.59% | — | +0.93% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.86% | — | -0.19% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.85% | — | +0.33% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.70% | — | +2.17% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.56% | — | +0.21% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.36% | — | -0.23% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.28% | — | +1.32% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.27% | — | -0.99% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.24% | — | +3.72% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +1.66% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.18% | — | -0.10% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.18% | — | +98.09% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.18% | — | +20.60% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.08% | — | -11.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | -6.17% | |
| 23 | OMER | Omeros CORP | 株式-その他 | 1.02% | — | -1.15% | |
| 24 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.98% | — | +0.05% | |
| 25 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.98% | — | -3.99% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.91% | — | +0.09% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.87% | — | -0.14% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | — | -0.70% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.80% | — | +10.36% | |
| 30 | AVDE | Avantis International Equity | ETF-その他 | 0.79% | — | +21.56% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.79% | — | +33.35% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | — | -0.54% | |
| 33 | TNET | Trinet Group INC | 株式-その他 | 0.73% | — | +0.73% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | +0.14% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.71% | — | +0.83% | |
| 36 | AWK | American Water Works Co INC | 株式-公益事業 | 0.65% | — | -0.07% | |
| 37 | WPS | Ishares International Develo | ETF-その他 | 0.64% | — | -3.78% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.61% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -0.99% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.56% | — | +0.96% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.52% | — | +0.06% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.49% | — | +100.65% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | — | -3.52% | |
| 44 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.45% | — | -6.40% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | +3.86% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.45% | — | +31.48% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.43% | — | +8.11% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +7.50% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.38% | — | +0.73% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | +31.12% |