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 | 12.83% | -4.47% | -1.08% | |
| 2 | AAPL | Apple INC | 株式-IT | 9.59% | -2.03% | -0.77% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.64% | -0.37% | +0.34% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.80% | -1.65% | -0.80% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 5.28% | -1.47% | -0.08% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.84% | -1.05% | -0.86% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.77% | -1.21% | +3.72% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.63% | -0.29% | +7.28% | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 3.25% | -0.82% | -1.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.08% | -1.18% | +0.15% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.97% | — | -0.65% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.59% | -1.10% | — | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.89% | — | -0.65% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.85% | — | +5.12% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.80% | — | -5.64% | |
| 16 | HFWA | Heritage Financial CORP | 株式-その他 | 1.38% | — | +1.90% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.46% | -1.29% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.15% | — | +8.24% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.10% | — | +1.77% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.04% | — | -0.15% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | — | +0.42% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | -1.58% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | -0.30% | |
| 24 | TSBK | Timberland Bancorp INC | 株式-その他 | 0.95% | — | +0.01% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.91% | — | +63.11% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | — | +1.63% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | -8.14% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | -2.06% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | -1.00% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -2.52% | |
| 31 | PCAR | Paccar INC | 株式-資本財 | 0.74% | — | -0.33% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | — | -0.84% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.66% | — | -2.99% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | — | -0.24% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.60% | — | -5.26% | |
| 36 | UBER | Uber Technologies INC | 株式-資本財 | 0.58% | — | — | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | -2.46% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +3.86% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.50% | +0.22% | NEW | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +0.57% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | -5.09% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.39% | — | -6.96% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.34% | — | +2.44% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | -1.77% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.31% | — | +11.10% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.30% | — | +0.87% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.30% | — | +2.51% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.30% | — | +0.31% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.28% | — | +5.16% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.28% | — | +8.44% |