CIK: 0001716539
申告総資産額
$7.9億
| # | 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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 12.36% | -0.03% | +2.23% | |
| 2 | ICLN | Ishares Global Clean Energy | ETF-その他 | 11.00% | — | +2.72% | |
| 3 | AAPL | Apple INC | 株式-IT | 8.15% | +0.04% | -2.54% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.02% | -0.23% | +2.79% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 6.57% | +0.04% | +0.58% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 5.82% | — | +3.54% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 4.18% | +0.01% | +0.55% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.08% | -0.09% | +0.30% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 3.00% | -0.09% | +1.17% | |
| 10 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 2.72% | +0.07% | +1.62% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.57% | -0.22% | -1.54% | |
| 12 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 2.51% | -0.15% | +1.00% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.76% | -0.27% | -3.68% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | +0.01% | +1981.88% | |
| 15 | RAFE | Pimco Rafi Esg US ETF | ETF-その他 | 1.62% | +0.02% | +1.14% | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.55% | — | -1.55% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.49% | -0.17% | +1.90% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.47% | -0.17% | +2.43% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.47% | -0.13% | +2.63% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.45% | — | +1.16% | |
| 21 | DE | Deere & Co | 株式-資本財 | 1.39% | — | +1.13% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | -0.01% | +1.58% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.36% | — | +6.03% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.26% | — | +6.06% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | +0.07% | +2.31% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | +0.06% | +2.25% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.21% | +0.03% | +4.91% | |
| 28 | CRM | Salesforce INC | 株式-IT | 1.19% | — | +3.95% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | — | +4.83% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.04% | +0.01% | +1.11% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +7.68% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.77% | — | +3.16% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.68% | — | +8.28% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.52% | — | +1.01% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | +0.21% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | — | +7.92% | |
| 37 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.39% | +0.01% | +0.66% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.36% | — | +2.98% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.31% | — | — | |
| 40 | MUC | Blackrock Munihold Ca Qlty | 株式-その他 | 0.24% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | — | — | |
| 43 | URTH | Ishares Msci World ETF | ETF-その他 | 0.17% | — | -85.88% | |
| 44 | GLW | Corning INC | 株式-IT | 0.17% | +0.03% | — | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.13% | — | — | |
| 46 | KKR | Kkr & Co INC | 株式-金融 | 0.12% | — | — | |
| 47 | TFC | Truist Financial CORP | 株式-金融 | 0.12% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | -0.70% | |
| 49 | SAN | Banco Santander Sa-spon Adr | 株式-金融 | 0.03% | — | — |