CIK: 0001843495
申告総資産額
$4.1億
| # | 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 | ACN | Accenture plc | 株式-IT | 8.58% | -0.50% | — | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.55% | +0.14% | — | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.43% | -0.46% | — | |
| 4 | NDSN | Nordson CORP | 株式-資本財 | 4.86% | -0.03% | — | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.98% | +0.19% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.60% | — | — | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.28% | -0.05% | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.38% | — | — | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.10% | — | — | |
| 10 | CMI | Cummins INC | 株式-資本財 | 1.98% | +0.08% | — | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.92% | -0.01% | — | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.69% | +0.01% | — | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.58% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | +0.14% | — | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.41% | +0.44% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.29% | — | — | |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.26% | — | — | |
| 19 | XEL | Xcel Energy INC | 株式-公益事業 | 1.25% | — | — | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.23% | -0.09% | — | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.21% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | — | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.15% | -0.18% | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.12% | — | — | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.09% | — | — | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.07% | — | — | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.03% | — | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.03% | — | — | |
| 29 | INTC | Intel CORP | 株式-IT | 1.02% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.02% | — | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.98% | — | — | |
| 32 | UL | Unilever PLC | 株式-生活必需品 | 0.95% | — | — | |
| 33 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.92% | — | — | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 0.89% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | — | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.79% | — | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.78% | — | — | |
| 39 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.77% | — | — | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.76% | — | — | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.71% | — | — | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | — | |
| 43 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.69% | — | — | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.63% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | — | — | |
| 46 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.62% | — | — | |
| 47 | AXP | American Express Co | 株式-金融 | 0.60% | — | — | |
| 48 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.58% | — | — | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | — | |
| 50 | FICO | Fair Isaac CORP | 株式-IT | 0.51% | — | — |