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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.40% | +0.14% | +0.42% | |
| 2 | ACN | Accenture plc | 株式-IT | 7.35% | -0.50% | — | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 7.20% | -0.18% | +645.78% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.51% | — | +1196.00% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.89% | -0.46% | +15.31% | |
| 6 | NDSN | Nordson CORP | 株式-資本財 | 3.88% | -0.03% | — | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.41% | +0.19% | -0.22% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.16% | — | +2.18% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.91% | -0.05% | +4.59% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.39% | — | +40.55% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.12% | -0.01% | +29.90% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.78% | — | -16.67% | |
| 13 | CMI | Cummins INC | 株式-資本財 | 1.75% | +0.08% | -4.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.52% | +0.14% | +1.91% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.51% | +0.01% | +3.13% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.26% | — | -0.52% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.21% | — | -3.02% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.11% | — | +20.62% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.08% | +0.44% | +2.14% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.06% | — | +0.02% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.05% | — | -0.66% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.04% | — | +0.43% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | — | -0.94% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.01% | — | -0.89% | |
| 25 | XEL | Xcel Energy INC | 株式-公益事業 | 1.01% | — | +0.02% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.99% | -0.09% | +3.81% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.93% | — | +1.45% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.91% | — | +2.49% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +27.73% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.02% | +0.27% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.82% | — | -0.16% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | — | |
| 34 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.76% | — | — | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.75% | — | +0.12% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | +3.97% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.65% | — | +1.43% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | — | +21.46% | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 0.63% | — | -0.29% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | — | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.62% | — | -2.63% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.62% | — | — | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.60% | — | -1.37% | |
| 44 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.59% | — | — | |
| 45 | UL | Unilever PLC | 株式-生活必需品 | 0.59% | — | -17.68% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.57% | — | -0.69% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | +3.77% | |
| 48 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.50% | — | -1.73% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +7.44% | |
| 50 | PFM | Invesco Dividend Achievers E | ETF-その他 | 0.48% | — | — |