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 | 14.17% | -4.47% | +0.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 10.44% | -2.03% | -5.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.39% | -1.65% | +0.04% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.29% | -0.37% | -1.42% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.85% | -1.05% | +1.01% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.73% | -1.21% | +2.00% | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.86% | — | +1.46% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 3.55% | -0.82% | -0.48% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.31% | -0.29% | +5.71% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.28% | -1.18% | -0.11% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.69% | -1.47% | -0.12% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.14% | — | +3.03% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 2.00% | — | -0.40% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.88% | — | -0.17% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.88% | — | +0.19% | |
| 16 | HFWA | Heritage Financial CORP | 株式-その他 | 1.70% | — | -0.79% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.43% | -0.46% | -0.41% | |
| 18 | TSBK | Timberland Bancorp INC | 株式-その他 | 1.29% | — | -0.46% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.20% | — | +0.90% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | — | -8.07% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.13% | — | +1.64% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.12% | — | +2.40% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.11% | — | -0.41% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | — | +1.59% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.02% | — | -3.48% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +0.94% | |
| 27 | PCAR | Paccar INC | 株式-資本財 | 0.97% | — | -1.31% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.77% | — | -5.26% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | — | +0.41% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | -1.37% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.73% | — | -0.90% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -4.59% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.55% | — | +19.11% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | -0.14% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +4.05% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.41% | +0.22% | NEW | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | — | -1.35% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | -9.88% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.36% | — | +0.50% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.34% | — | +4.39% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | -17.64% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.33% | — | -1.62% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.31% | — | -2.04% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.28% | — | -2.36% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | — | +0.37% | |
| 46 | WY | Weyerhaeuser Co | 株式-不動産 | 0.27% | — | -2.45% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.26% | — | +4.60% | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.26% | — | -25.09% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.24% | — | -0.90% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.24% | — | -4.33% |