CIK: 0001661580
申告総資産額
$127.1億
上位200銘柄を表示中（全274銘柄）
| # | 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 | USCL | Ishares Climate Conscious | ETF-その他 | 28.49% | -1.90% | -0.23% | |
| 2 | USCA | Xtrack Msci USA Clim Act Eq | ETF-その他 | 28.26% | -1.82% | +0.30% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 3.12% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.25% | -2.27% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | +0.29% | +2.54% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.62% | +1.25% | +1.79% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.57% | +3.77% | NEW | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | -0.55% | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.90% | -0.62% | +2.22% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.69% | +0.31% | +38.10% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | -0.13% | — | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.42% | — | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.29% | — | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.34% | — | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | -10.25% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | -1.66% | |
| 17 | RY | Royal Bank Of Canada | 株式-金融 | 0.52% | — | — | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 0.51% | -0.23% | — | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.49% | -1.13% | — | |
| 20 | TD | Toronto-dominion Bank | 株式-金融 | 0.42% | — | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | — | |
| 22 | ADBE | Adobe INC | 株式-IT | 0.40% | -0.21% | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | -0.14% | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | — | -3.60% | |
| 26 | INTU | Intuit INC | 株式-IT | 0.33% | -0.15% | — | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | +22.04% | |
| 28 | PGR | Progressive CORP | 株式-金融 | 0.32% | -0.23% | — | |
| 29 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.32% | — | — | |
| 30 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.31% | — | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +28.70% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.30% | -0.23% | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.30% | — | — | |
| 34 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.30% | — | — | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | — | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | +3.10% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.28% | — | — | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.25% | -0.30% | — | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.25% | — | — | |
| 41 | BMO | Bank Of Montreal | 株式-金融 | 0.25% | — | — | |
| 42 | CME | Cme Group INC | 株式-金融 | 0.24% | — | — | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.23% | — | — | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.23% | — | — | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.23% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | -0.17% | — | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.23% | -0.32% | — | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.22% | — | -2.79% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.21% | — | — | |
| 50 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.54% | 増加 |
| 2 | USCA | Xtrack Msci USA Clim Act Eq | +0.2% | +0.30% | 増加 |
| 3 | IYR | Ishares US Real Estate ETF | +0.2% | +38.10% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.1% | +1.79% | 増加 |
| 5 | SO | Southern Co/the | +0.1% | +304.88% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.1% | — | 変化なし |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +2.22% | 増加 |
| 8 | ADP | Automatic Data Processing | +0.1% | +105.00% | 増加 |
| 9 | TRMB | Trimble INC | +0.1% | NEW | 新規購入 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +28.70% | 増加 |
| 11 | ED | Consolidated Edison INC | +0.1% | +267.50% | 増加 |
| 12 | AZPN1USD | Aspen Technology INC | +0.1% | NEW | 新規購入 |
| 13 | INVH | Invitation Homes INC | +0.1% | NEW | 新規購入 |
| 14 | ABBV | Abbvie INC | +0.1% | — | 変化なし |
| 15 | EOG | Eog Resources INC | +0.1% | +14.59% | 増加 |
| 16 | DVN | Devon Energy CORP | 0% | NEW | 新規購入 |
| 17 | AMZN | Amazon.com INC | 0% | NEW | 新規購入 |
| 18 | WELL | Welltower INC | 0% | NEW | 新規購入 |
| 19 | SUI | Sun Communities INC | 0% | NEW | 新規購入 |
| 20 | VICI | Vici Properties INC | 0% | NEW | 新規購入 |
| 21 | EXR | Extra Space Storage INC | 0% | NEW | 新規購入 |
| 22 | AMGN | Amgen INC | 0% | — | 変化なし |
| 23 | USCL | Ishares Climate Conscious | 0% | -0.23% | 減少 |
| 24 | TSLA | Tesla INC | 0% | — | 変化なし |
| 25 | MRK | Merck & Co. INC. | 0% | — | 変化なし |
| 26 | RY | Royal Bank Of Canada | 0% | — | 変化なし |
| 27 | NKE | Nike INC -cl B | 0% | -2.79% | 減少 |
| 28 | DLR | Digital Realty Trust INC | 0% | -43.31% | 減少 |
| 29 | EW | Edwards Lifesciences CORP | 0% | — | 変化なし |
| 30 | EL | Estee Lauder Companies-cl A | 0% | -28.01% | 減少 |
| 31 | EPR | Epr Properties | 0% | -90.00% | 減少 |
| 32 | CHD | Church & Dwight Co INC | 0% | -74.13% | 減少 |
| 33 | 0C3 | Endeavor Group Hold-class A | 0% | -11.11% | 減少 |
| 34 | CGNX | Cognex CORP | 0% | EXIT | 全売却 |
| 35 | PLD | Prologis INC | -0.1% | -16.55% | 減少 |
| 36 | ES | Eversource Energy | -0.1% | -55.30% | 減少 |
| 37 | AVB | Avalonbay Communities INC | -0.1% | -48.02% | 減少 |
| 38 | SPG | Simon Property Group INC | -0.1% | -52.12% | 減少 |
| 39 | O | Realty Income CORP | -0.1% | -51.81% | 減少 |
| 40 | REXR | Rexford Industrial Realty In | -0.1% | -46.02% | 減少 |
| 41 | FTV | Fortive CORP | -0.1% | EXIT | 全売却 |
| 42 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | EXIT | 全売却 |
| 43 | JNJ | Johnson & Johnson | -0.1% | -10.25% | 減少 |
| 44 | EEM | Ishares Msci Emerging Market | -0.1% | -32.67% | 減少 |
| 45 | KMI | Kinder Morgan INC | -0.1% | -75.80% | 減少 |
| 46 | EQR | Equity Residential | -0.1% | -57.92% | 減少 |
| 47 | NEE | Nextera Energy INC | -0.1% | -23.37% | 減少 |
| 48 | ATVIEUR | Activision Blizzard INC | -0.1% | -57.14% | 減少 |
| 49 | MSFT | Microsoft CORP | -0.1% | -2.27% | 減少 |
| 50 | AAPL | Apple INC | -0.2% | — | 変化なし |