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% | +0.81% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.62% | -2.03% | -0.91% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.70% | -0.37% | +0.23% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.11% | -1.05% | +1.84% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.74% | -1.21% | +2.85% | |
| 6 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.68% | — | +4.20% | |
| 7 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 3.96% | -0.82% | -1.26% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.37% | -0.29% | +7.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.26% | -1.18% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.06% | — | -8.30% | |
| 11 | HFWA | Heritage Financial CORP | 株式-その他 | 2.54% | — | -2.98% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.24% | -0.46% | — | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 2.13% | — | +0.34% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | — | +1.10% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.53% | — | -0.91% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 1.35% | — | -3.62% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.29% | — | +14.04% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.28% | — | +1.48% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.27% | — | -9.95% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | +1.03% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.12% | — | -9.32% | |
| 22 | TSBK | Timberland Bancorp INC | 株式-その他 | 1.09% | — | +0.01% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.02% | — | +1.40% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | -1.62% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.95% | — | -0.85% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.94% | -1.47% | -0.12% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | — | +0.77% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.87% | +0.28% | NEW | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | — | -0.11% | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.76% | — | -0.57% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | — | — | |
| 32 | SYY | Sysco CORP | 株式-生活必需品 | 0.67% | — | -1.90% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +8.28% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | -6.31% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +9.79% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.56% | — | +0.15% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | — | -0.78% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +1.38% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.50% | +0.22% | NEW | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.50% | — | -0.18% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +3.72% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.47% | — | -0.23% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | -12.28% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +7.59% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | -4.79% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.42% | +0.24% | NEW | |
| 47 | T | At&t INC | 株式-通信サービス | 0.40% | — | +9.34% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.38% | — | +3.93% | |
| 49 | DVN | Devon Energy CORP | 株式-エネルギー | 0.37% | — | +24.16% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.36% | — | -14.14% |