CIK: 0001843495
申告総資産額
$4.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 10.01% | +0.13% | -0.17% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 8.96% | -0.18% | -1.35% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 6.01% | -0.45% | +2.83% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.47% | -0.46% | +2.51% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.26% | +0.14% | +3.79% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.64% | — | -0.77% | |
| 7 | NDSN | Nordson CORP | 株式-資本財 | 3.30% | -0.03% | -0.62% | |
| 8 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 3.27% | +0.24% | -1.66% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.85% | +0.17% | +4.44% | |
| 10 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 2.82% | -0.14% | -0.76% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.64% | -0.25% | +3.48% | |
| 12 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 2.25% | -0.17% | +1.65% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.99% | — | +16.62% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | -0.05% | -1.14% | |
| 15 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 1.74% | -0.11% | +11.43% | |
| 16 | NUDV | Nuveen Esg Dividend ETF | ETF-その他 | 1.58% | -0.04% | +4.22% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.47% | — | -1.43% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.45% | -0.04% | +11.88% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | +0.14% | +0.22% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.13% | -0.50% | +0.56% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.02% | +0.44% | +1.74% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.80% | — | -20.00% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.62% | — | +36.39% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | — | +1.61% | |
| 25 | CMI | Cummins INC | 株式-資本財 | 0.59% | +0.08% | -40.35% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.59% | -0.01% | +5.41% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | +0.19% | -0.05% | |
| 28 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.56% | — | +3.56% | |
| 29 | BN | Brookfield CORP | 株式-金融 | 0.52% | — | — | |
| 30 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.51% | +0.06% | +10.78% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | — | -0.39% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | +25.25% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.45% | — | +680.60% | |
| 34 | PLDR | Putnam Sustainable Leaders ETF | ETF-その他 | 0.44% | -0.44% | EXIT | |
| 35 | XEL | Xcel Energy INC | 株式-公益事業 | 0.43% | — | -0.39% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.02% | -1.57% | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.39% | +0.01% | -5.71% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -2.09% | |
| 39 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.38% | — | +0.08% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.36% | — | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.36% | — | — | |
| 42 | AXP | American Express Co | 株式-金融 | 0.35% | — | — | |
| 43 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.34% | — | +6.64% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.34% | — | -1.70% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | -2.65% | |
| 46 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.33% | — | +2.08% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | +5.50% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +0.09% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.30% | — | +8.44% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.30% | — | -1.26% |