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 | 8.03% | -0.50% | — | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 5.54% | -0.18% | +4.95% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.36% | — | +2.19% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.11% | +0.14% | +104.48% | |
| 5 | ✓ | 株式-その他 | 4.94% | — | +3.00% | ||
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.56% | -0.46% | +4.24% | |
| 7 | NDSN | Nordson CORP | 株式-資本財 | 3.96% | -0.03% | — | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.90% | +0.19% | -1.06% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.38% | — | -2.28% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.86% | — | +8.50% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.45% | -0.05% | +1.28% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.11% | — | — | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.89% | -0.01% | -0.71% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | +0.14% | -5.36% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.34% | +0.01% | -0.21% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.30% | +0.44% | -0.85% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.28% | — | +10.49% | |
| 18 | CMI | Cummins INC | 株式-資本財 | 1.08% | +0.08% | -1.21% | |
| 19 | XEL | Xcel Energy INC | 株式-公益事業 | 0.94% | — | +0.02% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.90% | — | +9.50% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | — | -12.56% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.87% | — | -2.80% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.87% | — | +13.10% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.86% | — | +1.37% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.85% | — | +10.15% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.85% | -0.09% | -0.54% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -6.35% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | — | +7.66% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.02% | +4.03% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | +2.44% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.77% | — | +5.08% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.74% | — | -1.13% | |
| 33 | GIS | General Mills INC | 株式-生活必需品 | 0.73% | — | +2.70% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.72% | — | +8.50% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | -17.27% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.70% | — | — | |
| 37 | PLRX | Pliant Therapeutics INC | 株式-その他 | 0.67% | — | — | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | -2.50% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.66% | — | — | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | — | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.63% | — | — | |
| 42 | AXP | American Express Co | 株式-金融 | 0.62% | — | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.60% | — | -0.05% | |
| 44 | MDT | Medtronic plc | 株式-ヘルスケア | 0.54% | — | — | |
| 45 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.54% | — | +18.21% | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.53% | — | -3.08% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.52% | — | +100.00% | |
| 48 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.51% | — | -0.80% | |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.49% | — | +12.75% | |
| 50 | PFM | Invesco Dividend Achievers E | ETF-その他 | 0.48% | — | — |