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 | GSY | Invesco Ultra Short Duration | ETF-その他 | 8.95% | -1.27% | -10.47% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.18% | -0.15% | — | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.94% | -0.63% | -2.70% | |
| 4 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.66% | -2.37% | -4.59% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.61% | -3.98% | -5.37% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.47% | -1.53% | -3.43% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.33% | +0.69% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.00% | -1.66% | +0.44% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.89% | — | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.74% | -0.82% | -3.25% | |
| 11 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.57% | -3.00% | +4.42% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | +0.11% | -4.61% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 3.31% | — | -5.08% | |
| 14 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.27% | +0.01% | -5.00% | |
| 15 | KR | Kroger Co | 株式-生活必需品 | 2.72% | -0.42% | -5.45% | |
| 16 | WAB | Wabtec CORP | 株式-資本財 | 2.57% | +0.33% | -5.59% | |
| 17 | LYFT | Lyft Inc-a | 株式-IT | 2.40% | +0.98% | -31.24% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.08% | +0.37% | -6.04% | |
| 19 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.91% | +0.63% | -5.61% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.83% | — | +1.33% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.67% | -1.39% | EXIT | |
| 22 | AAPL | Apple INC | 株式-IT | 1.66% | +0.06% | -1.23% | |
| 23 | GDDY | Godaddy INC - Class A | 株式-IT | 1.57% | +0.09% | — | |
| 24 | RHI | Robert Half INC | 株式-資本財 | 1.42% | +0.12% | — | |
| 25 | FAF | First American Financial | 株式-金融 | 1.37% | — | -6.41% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.04% | +3.72% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.18% | — | +10.86% | |
| 28 | FIBK | First Interstate Bancsys-a | 株式-その他 | 0.77% | +0.13% | -24.18% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.74% | — | -88.60% | |
| 30 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.71% | -0.20% | +0.14% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.67% | -0.58% | EXIT | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | +17.71% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | -10.45% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.39% | — | -2.83% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.34% | — | — | |
| 37 | BANR | Banner Corporation | 株式-その他 | 0.32% | — | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | — | +19.74% | |
| 39 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.20% | — | — | |
| 40 | KTCC | Key Tronic CORP | 株式-その他 | 0.17% | — | -1.47% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | — | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.16% | — | -5.18% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | +0.15% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | -9.31% | |
| 45 | ✓ | 株式-その他 | 0.15% | — | -6.17% | ||
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.14% | — | -8.64% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.14% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | -32.25% | |
| 49 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.12% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.11% | +0.11% | — |