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 | 15.57% | -4.47% | +15.04% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.19% | -2.03% | -2.74% | |
| 3 | SBUX | Starbucks CORP | 株式-一般消費財 | 10.10% | — | +24.54% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 9.21% | -0.82% | -0.37% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.73% | -1.05% | +4.85% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.74% | -0.37% | +9.07% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 3.03% | — | — | |
| 8 | TSBK | Timberland Bancorp INC | 株式-その他 | 2.79% | — | +40.33% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.49% | — | +1.29% | |
| 10 | HFWA | Heritage Financial CORP | 株式-その他 | 2.39% | — | +3.26% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.09% | — | -2.66% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.02% | — | +16.89% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.93% | — | +5.17% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.75% | — | +4.43% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.70% | — | +58.26% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.64% | — | +44.51% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | — | +6.19% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.52% | — | +0.83% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | — | +4.93% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -0.57% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.26% | — | +6.35% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.23% | — | +7.04% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | -0.54% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.89% | — | — | |
| 25 | COLB | Columbia Banking System INC | 株式-金融 | 0.88% | — | +38.33% | |
| 26 | PCAR | Paccar INC | 株式-資本財 | 0.88% | — | -33.31% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.83% | — | +11.07% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | +1.66% | |
| 29 | COP | Conocophillips | 株式-エネルギー | 0.70% | +0.19% | NEW | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +8.70% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.65% | — | +17.09% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +33.37% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.61% | — | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | -0.29% | +1.12% | |
| 35 | WY | Weyerhaeuser Co | 株式-不動産 | 0.47% | — | -19.39% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | +2.15% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | — | — | |
| 38 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.42% | — | +3.80% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.31% | — | -9.44% | |
| 40 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.25% | — | +2.96% | |
| 41 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.24% | — | — | |
| 42 | XPCKX | Pimco California Municipa Ii | 株式-その他 | 0.22% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | — | |
| 44 | FLR | Fluor CORP | 株式-資本財 | 0.19% | — | — |