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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 7.81% | — | +2.11% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.43% | -0.46% | -1.11% | |
| 3 | NDSN | Nordson CORP | 株式-資本財 | 6.43% | -0.03% | — | |
| 4 | ACN | Accenture plc | 株式-IT | 5.52% | -0.50% | -2.48% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 4.49% | -0.18% | +0.76% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.23% | +0.14% | +0.38% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.23% | — | +1.45% | |
| 8 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 3.99% | +0.13% | — | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 3.86% | -0.45% | -38.23% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.00% | — | +0.10% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.96% | +0.19% | -8.37% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.37% | -0.05% | +0.27% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.71% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 1.65% | +0.44% | -15.96% | |
| 15 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.55% | -0.04% | +5.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | +0.14% | +0.27% | |
| 17 | PLRX | Pliant Therapeutics INC | 株式-その他 | 1.12% | — | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.07% | — | +0.58% | |
| 19 | CMI | Cummins INC | 株式-資本財 | 0.99% | +0.08% | +0.28% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.92% | — | +89.65% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.86% | -0.01% | +2.34% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.74% | +0.01% | -28.14% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | -0.38% | |
| 24 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.68% | — | +3.14% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.67% | — | +3.90% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | — | -0.71% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.02% | +6.40% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | — | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | — | |
| 30 | XEL | Xcel Energy INC | 株式-公益事業 | 0.62% | — | +7.42% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.61% | — | +1.25% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +1.39% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.58% | — | +2.47% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | +0.20% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.56% | — | +12.34% | |
| 36 | GIS | General Mills INC | 株式-生活必需品 | 0.55% | — | +0.11% | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.54% | — | +1.13% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.51% | -0.09% | — | |
| 39 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.51% | — | +4.51% | |
| 40 | FICO | Fair Isaac CORP | 株式-IT | 0.49% | — | — | |
| 41 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.49% | — | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.48% | — | +1.29% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | -1.64% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.47% | — | +0.66% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -3.20% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.46% | — | +1.34% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | -0.02% | |
| 48 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.45% | — | +5.07% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.40% | — | -2.66% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.39% | — | -0.03% |