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 | 13.85% | -4.47% | +1.20% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.30% | -2.03% | +3.13% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.46% | -1.65% | +0.03% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.38% | -0.37% | -0.11% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 5.32% | -0.82% | -0.15% | |
| 6 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.95% | — | -1.80% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.46% | — | +7.92% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.38% | -1.05% | +1.30% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.59% | -0.29% | +6.58% | |
| 10 | HFWA | Heritage Financial CORP | 株式-その他 | 1.94% | — | +1.26% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -1.47% | +1.99% | |
| 12 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.62% | — | +9.26% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.56% | — | +6.23% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | — | +7.86% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.52% | — | +4.58% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.33% | — | +1.80% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.25% | — | +3.91% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.15% | — | -2.02% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | — | +14.32% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | +5.45% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.06% | — | -0.10% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.04% | — | +6.21% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.03% | — | +2.01% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.00% | — | +4.79% | |
| 25 | TSBK | Timberland Bancorp INC | 株式-その他 | 0.87% | — | +1.85% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.80% | — | +3.81% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | -5.40% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | +0.28% | NEW | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | -0.78% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.66% | — | -2.83% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | — | |
| 32 | SYY | Sysco CORP | 株式-生活必需品 | 0.61% | — | -2.78% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.61% | — | +1.37% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.54% | — | +7.58% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.53% | +0.24% | NEW | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.49% | +0.22% | NEW | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | -2.55% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.47% | — | -4.43% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +10.41% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.46% | — | +53.33% | |
| 41 | PCAR | Paccar INC | 株式-資本財 | 0.46% | — | +1.90% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +4.05% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.43% | — | +2.98% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | — | -4.50% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.41% | — | +5.46% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | — | -4.75% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.40% | — | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.36% | — | -1.87% | |
| 49 | SNAP | Snap INC - A | 株式-通信サービス | 0.35% | — | +21.16% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.34% | — | -0.91% |