CIK: 0001656282
申告総資産額
$2.6億
| # | 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 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 11.72% | — | +12.19% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 8.36% | -0.93% | +17.53% | |
| 3 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 5.24% | -0.93% | -6.12% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.04% | -0.23% | +1.57% | |
| 5 | EMNT | Pimco Enhcd St M-active Esg | ETF-その他 | 2.94% | — | +24.43% | |
| 6 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.93% | — | +1.83% | |
| 7 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.75% | — | +446.46% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.82% | +1.75% | |
| 9 | TBX | Proshares Short 7-10 Yr Tsy | ETF-その他 | 1.55% | — | +3.54% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.39% | — | -9.51% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 1.12% | — | -2.00% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.02% | — | -2.26% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.00% | -0.18% | +13.33% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | — | -11.68% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.96% | — | -1.49% | |
| 16 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.94% | — | +2.09% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.06% | +5.11% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 0.90% | +0.18% | +2.82% | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 0.90% | — | +4.38% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.89% | — | +3.31% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.89% | — | -1.93% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +6.69% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.88% | — | -2.84% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.86% | — | -2.04% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -14.15% | |
| 26 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.77% | -0.30% | +7.71% | |
| 27 | AWK | American Water Works Co INC | 株式-公益事業 | 0.76% | — | +3.66% | |
| 28 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.73% | — | -1.09% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | +8.11% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +8.96% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | +7.01% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.63% | — | +1.44% | |
| 33 | AXP | American Express Co | 株式-金融 | 0.63% | — | +2.51% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.62% | — | -2.41% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.62% | — | +100.00% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.61% | +0.24% | +0.42% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | -7.90% | |
| 38 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.57% | — | -5.32% | |
| 39 | TAXF | American Century Diver Muni | ETF-その他 | 0.57% | +1.83% | +13.27% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.57% | +0.21% | +0.05% | |
| 41 | CI | THE Cigna Group | 株式-ヘルスケア | 0.56% | — | +4.68% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.55% | +0.09% | +7.57% | |
| 43 | O | Realty Income CORP | 株式-不動産 | 0.54% | — | +4.00% | |
| 44 | APD | Air Products & Chemicals INC | 株式-素材 | 0.53% | — | +2.73% | |
| 45 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.52% | — | -14.02% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.52% | — | +0.43% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.06% | +12.37% | |
| 48 | EQR | Equity Residential | 株式-不動産 | 0.50% | — | +1.50% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.48% | — | +5.40% | |
| 50 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.48% | — | -3.20% |