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 | 19.30% | -4.47% | +0.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 12.95% | -2.03% | -1.99% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 9.21% | -0.82% | -0.85% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 8.13% | — | +1.89% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.51% | -1.05% | +9.51% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.67% | -0.37% | -1.88% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.41% | — | +1.66% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 2.16% | — | +13.32% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.98% | — | -1.42% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 1.90% | — | -1.74% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.82% | -0.29% | +68.13% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.82% | — | +1.16% | |
| 13 | TSBK | Timberland Bancorp INC | 株式-その他 | 1.68% | — | +1.01% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.66% | — | -5.35% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.64% | — | +4.17% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.60% | — | +6.80% | |
| 17 | HFWA | Heritage Financial CORP | 株式-その他 | 1.54% | — | — | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 1.49% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.45% | — | +4.99% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.42% | — | -0.96% | |
| 21 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.36% | — | +1.20% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.15% | — | +5.98% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.14% | — | +23.42% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | — | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | — | +0.45% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | -1.11% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +2.21% | |
| 28 | PCAR | Paccar INC | 株式-資本財 | 0.76% | — | +0.02% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.72% | — | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.64% | — | -3.99% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +5.46% | |
| 32 | COLB | Columbia Banking System INC | 株式-金融 | 0.59% | — | +1.08% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | -1.77% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +8.80% | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.44% | +0.19% | NEW | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.42% | — | — | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.42% | — | -0.63% | |
| 38 | WY | Weyerhaeuser Co | 株式-不動産 | 0.39% | — | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | — | +3.58% | |
| 40 | WORK | Slack Technologies Inc- Cl A | 株式-その他 | 0.32% | — | — | |
| 41 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.30% | — | +10.39% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.29% | — | -1.68% | |
| 43 | SNAP | Snap INC - A | 株式-通信サービス | 0.28% | — | — | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.24% | — | -3.00% | |
| 45 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.22% | — | — | |
| 46 | XPCKX | Pimco California Municipa Ii | 株式-その他 | 0.18% | — | — | |
| 47 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | — | — |