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 | 12.28% | -4.47% | +0.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.59% | -2.03% | -0.62% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.79% | -1.65% | -0.40% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 7.23% | — | -1.82% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 6.89% | -0.82% | -1.26% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.00% | -0.37% | +52.59% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.82% | -1.05% | +0.43% | |
| 8 | HFWA | Heritage Financial CORP | 株式-その他 | 2.65% | — | -0.52% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.62% | — | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.35% | — | +70.46% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.96% | -0.29% | +8.69% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.78% | — | -2.09% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.75% | — | -0.49% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | — | +3.40% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 1.56% | — | +5.39% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 1.47% | — | +0.90% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.34% | — | +0.72% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.32% | — | +0.27% | |
| 19 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.31% | — | +10.51% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.20% | — | -9.36% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.18% | — | +1.51% | |
| 22 | TSBK | Timberland Bancorp INC | 株式-その他 | 1.17% | — | +0.00% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | +5.78% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | — | +6.41% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.04% | — | -3.88% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.86% | — | +1.29% | |
| 27 | SYY | Sysco CORP | 株式-生活必需品 | 0.84% | — | -0.69% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.73% | — | +5.39% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.66% | +0.24% | NEW | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.63% | — | — | |
| 31 | PCAR | Paccar INC | 株式-資本財 | 0.61% | — | +13.72% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | — | +3.49% | |
| 33 | SNAP | Snap INC - A | 株式-通信サービス | 0.53% | — | -10.36% | |
| 34 | WORK | Slack Technologies Inc- Cl A | 株式-その他 | 0.52% | — | +6.76% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.51% | — | -2.49% | |
| 36 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.47% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | — | +19.90% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | +14.69% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.41% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | -3.10% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | +1.03% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | +5.12% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.36% | — | +10.44% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.31% | — | — | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.25% | — | +13.72% | |
| 46 | WY | Weyerhaeuser Co | 株式-不動産 | 0.25% | — | +0.13% | |
| 47 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.25% | — | — | |
| 48 | COLB | Columbia Banking System INC | 株式-金融 | 0.22% | — | -39.28% | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | — | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.18% | — | — |