CIK: 0001655006
申告総資産額
$17.4億
上位200銘柄を表示中（全344銘柄）
| # | 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 | 7.07% | -1.53% | -0.01% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.16% | — | +3.98% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.82% | -0.15% | +1.79% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.74% | — | +2.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.28% | -0.28% | -1.98% | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 2.21% | -0.07% | +2.71% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.19% | -0.45% | -1.30% | |
| 8 | BTZ | Blackrock Credit Allocation | 株式-その他 | 1.84% | — | -6.00% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.74% | — | -5.69% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.69% | -0.42% | +13.56% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.68% | — | +10.34% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.63% | — | +7.27% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.54% | -0.14% | -0.51% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | +14.72% | |
| 15 | USB | US Bancorp | 株式-金融 | 1.51% | — | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.16% | — | +5.68% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.16% | — | +0.40% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.15% | — | +2.49% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.11% | — | -2.09% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.09% | — | +13.74% | |
| 21 | FLC | Flaherty & Crumrine Ttl Rtrn | 株式-その他 | 1.06% | — | -3.92% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | +3.31% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | -0.08% | -0.02% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.86% | — | -1.50% | |
| 25 | RITM | Rithm Capital CORP | 株式-不動産 | 0.82% | — | -3.03% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | +19.33% | |
| 27 | ERC | Allspring Multi-sector INC | 株式-その他 | 0.78% | — | -9.06% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.74% | — | -0.65% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | +16.03% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | — | +1.14% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | +1.18% | |
| 32 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.67% | — | -3.72% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | +0.75% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | +34.61% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.60% | — | +0.75% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +0.80% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | +0.23% | +6.95% | |
| 38 | HFWA | Heritage Financial CORP | 株式-その他 | 0.55% | — | — | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | -4.64% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | -0.96% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.53% | — | +0.48% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | +3.24% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | -3.51% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.51% | — | +6.54% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.49% | — | -1.71% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.49% | — | +3.31% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | +0.34% | -4.81% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | — | -0.15% | |
| 49 | PCAR | Paccar INC | 株式-資本財 | 0.47% | — | +0.00% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.47% | — | +0.65% |