CIK: 0001598348
申告総資産額
$2.4億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.38% | — | +1.21% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 7.55% | — | -1.34% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.65% | — | +97.21% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.09% | — | +0.75% | |
| 5 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 6.07% | — | +7.70% | |
| 6 | PCH | Potlatchdeltic CORP | 株式-その他 | 5.26% | — | +49.04% | |
| 7 | O | Realty Income CORP | 株式-不動産 | 3.76% | — | -0.72% | |
| 8 | DD | DuPont de Nemours, Inc. | 株式-その他 | 3.69% | — | +1.60% | |
| 9 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 3.23% | — | +0.71% | |
| 10 | LUV | Southwest Airlines Co | 株式-資本財 | 3.16% | — | -0.38% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.96% | +0.37% | +0.94% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.87% | — | +24.58% | |
| 13 | OUT | OUTFRONT Media Inc. | 株式-その他 | 2.77% | — | +0.35% | |
| 14 | WAFD | Wafd INC | 株式-その他 | 2.71% | — | — | |
| 15 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 2.66% | — | -0.85% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 2.05% | — | -42.74% | |
| 17 | KR | Kroger Co | 株式-生活必需品 | 2.00% | -0.42% | -0.81% | |
| 18 | DIV | Global X Superdividend Use | ETF-その他 | 1.99% | — | +0.86% | |
| 19 | CMA | Comerica INC | 株式-その他 | 1.86% | — | -1.12% | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.85% | — | -0.30% | |
| 21 | SNCREUR | Synchronoss Technologies INC | 株式-その他 | 1.83% | — | +0.18% | |
| 22 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.79% | +0.12% | -0.73% | |
| 23 | FAF | First American Financial | 株式-金融 | 1.79% | — | -26.26% | |
| 24 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.73% | — | -0.62% | |
| 25 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.56% | — | +4.45% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | -0.26% | |
| 27 | ✓ | Microsoft CORP | 株式-その他 | 1.41% | — | -1.01% | |
| 28 | GLW | Corning INC | 株式-IT | 1.22% | — | -1.53% | |
| 29 | VYX | Ncr Voyix CORP | 株式-IT | 0.94% | — | -3.22% | |
| 30 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.84% | — | -0.34% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 0.84% | — | -0.56% | |
| 32 | VAL | Valaris Limited | 株式-エネルギー | 0.71% | — | -4.74% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.69% | -0.58% | EXIT | |
| 34 | BANR | Banner Corporation | 株式-その他 | 0.61% | — | -1.47% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.59% | — | — | |
| 36 | ✓ | Johnson & Johnson | 株式-その他 | 0.48% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.44% | +0.06% | — | |
| 38 | KTCC | Key Tronic CORP | 株式-その他 | 0.32% | — | — | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.23% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.22% | — | +8.99% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | — | +0.05% | |
| 42 | FSS | Federal Signal CORP | 株式-資本財 | 0.21% | — | -2.30% | |
| 43 | ✓ | Glacier Bancorp INC New | 株式-その他 | 0.19% | — | — | |
| 44 | RHI | Robert Half INC | 株式-資本財 | 0.18% | +0.12% | -1.65% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | — | |
| 46 | ✓ | Red Lion Hotels CORP | 株式-その他 | 0.11% | — | — | |
| 47 | MYI | Blackrock Muniyield Qlty Iii | 株式-その他 | 0.10% | — | — | |
| 48 | NUV | Nuveen Municipal Value | 株式-その他 | 0.10% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | +0.11% | — | |
| 50 | HL | Hecla Mining Co | 株式-素材 | 0.10% | — | +0.12% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +3.2% | +97.21% | 増加 |
| 2 | PCH | Potlatchdeltic CORP | +1.8% | +49.04% | 増加 |
| 3 | DD | DuPont de Nemours, Inc. | +0.6% | +1.60% | 増加 |
| 4 | SCHM | Schwab US Mid Cap ETF | +0.5% | +24.58% | 増加 |
| 5 | LVS | Las Vegas Sands CORP | +0.3% | +0.71% | 増加 |
| 6 | PLMKW | Plum Acquisition Corp. IV | +0.3% | -0.85% | 減少 |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | +0.3% | -1.34% | 減少 |
| 8 | SCHX | Schwab US Large-cap ETF | +0.3% | +1.21% | 増加 |
| 9 | LUV | Southwest Airlines Co | +0.2% | -0.38% | 減少 |
| 10 | ✓ | Microsoft CORP | +0.2% | -1.01% | 減少 |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.75% | 増加 |
| 12 | ✓ | Powershares ETF Tr Ii | +0.2% | +7.70% | 増加 |
| 13 | KR | Kroger Co | +0.2% | -0.81% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.94% | 増加 |
| 15 | O | Realty Income CORP | +0.1% | -0.72% | 減少 |
| 16 | HD | Home Depot INC | +0.1% | -0.26% | 減少 |
| 17 | SNCREUR | Synchronoss Technologies INC | +0.1% | +0.18% | 増加 |
| 18 | RWO | State Street Spdr Dow Jones | +0.1% | +4.45% | 増加 |
| 19 | OUT | OUTFRONT Media Inc. | 0% | +0.35% | 増加 |
| 20 | GLW | Corning INC | 0% | -1.53% | 減少 |
| 21 | FSS | Federal Signal CORP | 0% | -2.30% | 減少 |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +8.99% | 増加 |
| 23 | VYX | Ncr Voyix CORP | — | -3.22% | 減少 |
| 24 | SBUX | Starbucks CORP | — | — | 変化なし |
| 25 | VAL | Valaris Limited | 0% | -4.74% | 減少 |
| 26 | GILD | Gilead Sciences INC | 0% | -0.30% | 減少 |
| 27 | WBA | Walgreens Boots Alliance INC | -0.1% | -0.73% | 減少 |
| 28 | BANR | Banner Corporation | -0.1% | -1.47% | 減少 |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -6.32% | 減少 |
| 30 | KTCC | Key Tronic CORP | -0.1% | — | 変化なし |
| 31 | UPS | United Parcel Service-cl B | -0.1% | -0.62% | 減少 |
| 32 | FAF | First American Financial | -1% | -26.26% | 減少 |
| 33 | VZ | Verizon Communications INC | -1.5% | -42.74% | 減少 |
| 34 | KMI | Kinder Morgan INC | — | EXIT | 全売却 |
| 35 | WAFD | Wafd INC | — | NEW | 新規購入 |
| 36 | SAVEEUR | Spirit Airlines INC | — | EXIT | 全売却 |
| 37 | ✓ | — | EXIT | 全売却 | |
| 38 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |
| 39 | ✓ | Johnson & Johnson | — | NEW | 新規購入 |
| 40 | EPD | Enterprise Products Partners | — | EXIT | 全売却 |
| 41 | RQI | Cohen & Steers Qual INC Rlty | — | EXIT | 全売却 |
| 42 | MO | Altria Group INC | — | EXIT | 全売却 |
| 43 | VNQ | Vanguard Real Estate ETF | — | EXIT | 全売却 |
| 44 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 46 | ✓ | Nuveen Diversified | — | EXIT | 全売却 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 48 | ✓ | Johnson & Johnson | — | NEW | 新規購入 |
| 49 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 50 | ✓ | Google INC Class C | — | EXIT | 全売却 |