CIK: 0001723223
申告総資産額
$5.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 14.87% | -4.47% | -1.23% | |
| 2 | AAPL | Apple INC | 株式-IT | 10.94% | -2.03% | -1.25% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 10.51% | -0.82% | +0.31% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 10.16% | — | +1.88% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.34% | -1.05% | +4.63% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.30% | -0.37% | +2.75% | |
| 7 | HFWA | Heritage Financial CORP | 株式-その他 | 2.75% | — | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.71% | — | -1.59% | |
| 9 | TSBK | Timberland Bancorp INC | 株式-その他 | 2.29% | — | -1.16% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 2.28% | — | +11.77% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.06% | — | +19.11% | |
| 12 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.97% | — | — | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.85% | — | -0.01% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.85% | — | +5.74% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.83% | — | +17.03% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.74% | — | +1.10% | |
| 17 | PCAR | Paccar INC | 株式-資本財 | 1.45% | — | -2.05% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.43% | — | +1.82% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | — | +2.58% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.41% | — | +1.37% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.35% | — | -1.15% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.31% | — | +34.83% | |
| 23 | ALK | Alaska Air Group INC | 株式-資本財 | 1.22% | — | +0.51% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | — | -3.50% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.87% | — | +2.85% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.81% | — | +0.27% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +0.64% | |
| 28 | COLB | Columbia Banking System INC | 株式-金融 | 0.72% | — | — | |
| 29 | WY | Weyerhaeuser Co | 株式-不動産 | 0.67% | — | +2.02% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.65% | — | +5.02% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | -0.29% | +0.65% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | -5.57% | |
| 33 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.50% | — | +5.21% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | — | -10.24% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.49% | — | -1.79% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.41% | — | +10.28% | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.36% | — | -41.75% | |
| 38 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.30% | — | — | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.29% | — | — | |
| 40 | XPCKX | Pimco California Municipa Ii | 株式-その他 | 0.27% | — | — |