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 | 10.39% | -4.47% | -35.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 10.16% | -2.03% | -28.13% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.28% | — | +51.43% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 8.19% | — | +66.98% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.54% | -1.65% | -23.10% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 5.10% | -0.82% | -16.63% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.96% | -1.05% | -24.66% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.96% | -0.37% | -51.93% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.13% | — | +72.95% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.46% | — | +73.53% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.28% | — | +71.39% | |
| 12 | HFWA | Heritage Financial CORP | 株式-その他 | 2.26% | — | -10.90% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.00% | — | +151.00% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.94% | -1.47% | -11.33% | |
| 15 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.84% | — | -9.82% | |
| 16 | TSBK | Timberland Bancorp INC | 株式-その他 | 1.72% | — | +58.59% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.71% | -0.29% | -46.88% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.68% | — | -21.57% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | — | -27.78% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.41% | — | +53.96% | |
| 21 | SYY | Sysco CORP | 株式-生活必需品 | 1.40% | — | +72.19% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.31% | — | +0.50% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.21% | — | -0.08% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.04% | — | -21.53% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | -25.50% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -33.65% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.80% | — | +242.74% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +50.32% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.73% | — | +68.90% | |
| 30 | SNAP | Snap INC - A | 株式-通信サービス | 0.61% | — | +77.84% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.60% | — | -16.41% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.59% | — | -5.63% | |
| 33 | WY | Weyerhaeuser Co | 株式-不動産 | 0.49% | — | +67.87% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.45% | — | +15.74% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 0.44% | — | -23.69% | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.43% | — | +0.03% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.41% | — | -49.60% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | -29.45% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.39% | — | -29.84% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -26.54% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.37% | — | +7.19% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.36% | — | +7.86% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.36% | — | -38.23% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | -28.52% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | — | -32.52% | |
| 46 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.32% | — | -28.08% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.30% | — | -24.62% | |
| 48 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.23% | — | -3.27% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.21% | — | -43.39% | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.18% | — | -14.08% |