CIK: 0001661580
申告総資産額
$127.1億
上位200銘柄を表示中（全331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 | 18.05% | -1.90% | -14.94% | |
| 2 | USCA | Xtrack Msci USA Clim Act Eq | ETF-その他 | 18.02% | -1.82% | -14.82% | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 4.35% | -0.60% | -22.26% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 4.20% | — | -19.22% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.12% | +1.25% | -23.78% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.99% | -0.25% | -2.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.82% | +0.29% | -32.22% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.47% | -1.13% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | -0.16% | -5.44% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | -0.62% | -0.03% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.65% | -0.55% | -1.18% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.29% | — | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.16% | -0.42% | -2.03% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | -0.34% | +5.86% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.90% | +0.31% | -8.17% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.77% | -0.23% | +1.99% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | -3.92% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | -0.73% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | — | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.30% | -7.64% | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.56% | -0.31% | -8.97% | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.56% | -0.32% | +1.15% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | -2.83% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.55% | -0.23% | -4.66% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | -0.14% | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | -0.28% | -7.02% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | +825.47% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | -0.17% | -16.25% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.24% | -5.86% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | -7.58% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | -0.13% | -12.90% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.41% | -0.22% | +9.49% | |
| 34 | BLK | Blackrock INC | 株式-金融 | 0.37% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | +1.96% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | +0.32% | +350.24% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.36% | -0.21% | +5.34% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.35% | — | +8.47% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | — | |
| 40 | PGR | Progressive CORP | 株式-金融 | 0.34% | -0.23% | +7.25% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.32% | -0.13% | +88.65% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.31% | — | — | |
| 43 | INTU | Intuit INC | 株式-IT | 0.30% | -0.15% | -9.48% | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.30% | — | +408.06% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.29% | — | — | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.29% | -0.16% | -6.50% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.28% | — | -8.78% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.27% | — | +8.33% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.27% | — | +43.74% | |
| 50 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.27% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.4% | -2.03% | 減少 |
| 2 | EEM | Ishares Msci Emerging Market | +0.3% | +350.24% | 増加 |
| 3 | C | Citigroup INC | +0.2% | +88.65% | 増加 |
| 4 | AMD | Advanced Micro Devices | +0.1% | -4.66% | 減少 |
| 5 | LIN | Linde plc | +0.1% | +110.78% | 増加 |
| 6 | V | Visa Inc-class A Shares | +0.1% | +5.86% | 増加 |
| 7 | AON | Aon plc | +0.1% | +229.18% | 増加 |
| 8 | PINS | Pinterest Inc- Class A | +0.1% | +358.96% | 増加 |
| 9 | SCHW | Schwab (charles) CORP | +0.1% | +43.74% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | +8.47% | 増加 |
| 11 | MRK | Merck & Co. INC. | +0.1% | +1.96% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.73% | 減少 |
| 13 | CRM | Salesforce INC | +0.1% | +1.15% | 増加 |
| 14 | ACN | Accenture plc | +0.1% | +9.49% | 増加 |
| 15 | TEAM | Atlassian Corp-cl A | +0.1% | +164.29% | 増加 |
| 16 | NOW | Servicenow INC | 0% | +408.06% | 増加 |
| 17 | PG | Procter & Gamble Co/the | 0% | -7.02% | 減少 |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | -8.97% | 減少 |
| 19 | DUK | Duke Energy CORP | 0% | -28.86% | 減少 |
| 20 | NET | Cloudflare INC - Class A | 0% | -42.49% | 減少 |
| 21 | IYR | Ishares US Real Estate ETF | -0.1% | -8.17% | 減少 |
| 22 | HD | Home Depot INC | -0.1% | — | 変化なし |
| 23 | MS | Morgan Stanley | -0.1% | -31.25% | 減少 |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -12.90% | 減少 |
| 25 | XEL | Xcel Energy INC | -0.1% | -51.44% | 減少 |
| 26 | MSFT | Microsoft CORP | -0.1% | -2.46% | 減少 |
| 27 | META | Meta Platforms Inc-class A | -0.1% | -0.03% | 減少 |
| 28 | NFLX | Netflix INC | -0.2% | +825.47% | 増加 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | -32.22% | 減少 |
| 30 | ORCL | Oracle CORP | -0.3% | -7.64% | 減少 |
| 31 | NVDA | Nvidia CORP | -0.7% | -23.78% | 減少 |
| 32 | USHY | Ishares Broad Usd High Yield | -0.7% | -19.22% | 減少 |
| 33 | SPHY | Ss Spdr P High Yield ETF | -1% | -22.26% | 減少 |
| 34 | USCA | Xtrack Msci USA Clim Act Eq | -1.6% | -14.82% | 減少 |
| 35 | USCL | Ishares Climate Conscious | -1.6% | -14.94% | 減少 |
| 36 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 37 | CVX | Chevron CORP | — | EXIT | 全売却 |
| 38 | SO | Southern Co/the | — | EXIT | 全売却 |
| 39 | COP | Conocophillips | — | NEW | 新規購入 |
| 40 | GE | General Electric | — | NEW | 新規購入 |
| 41 | PH | Parker Hannifin CORP | — | NEW | 新規購入 |
| 42 | DASH | Doordash INC - A | — | EXIT | 全売却 |
| 43 | KLAR | Klarna Group plc | — | NEW | 新規購入 |
| 44 | BX | Blackstone INC | — | NEW | 新規購入 |
| 45 | KMI | Kinder Morgan INC | — | EXIT | 全売却 |
| 46 | ROP | Roper Technologies INC | — | EXIT | 全売却 |
| 47 | CI | THE Cigna Group | — | NEW | 新規購入 |
| 48 | PEG | Public Service Enterprise Gp | — | EXIT | 全売却 |
| 49 | ROK | Rockwell Automation INC | — | EXIT | 全売却 |
| 50 | GEV | GE Vernova INC | — | NEW | 新規購入 |