CIK: 0001896447
申告総資産額
$2.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 16.19% | +1.12% | +5.66% | |
| 2 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 13.95% | +0.37% | +9.74% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 13.16% | -2.38% | +4.62% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 12.26% | -2.10% | +7.47% | |
| 5 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 7.19% | +0.02% | +14.81% | |
| 6 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 6.83% | +0.30% | +9.72% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 6.20% | +1.06% | +10.89% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.13% | -0.13% | -0.12% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 2.18% | +0.12% | +5.37% | |
| 10 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 2.17% | — | +8.65% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.93% | — | +6.53% | |
| 12 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.86% | — | -15.12% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.70% | -0.15% | +0.03% | |
| 14 | SMB | Vaneck Short Muni ETF | ETF-その他 | 1.47% | +0.07% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | -0.01% | -10.34% | |
| 16 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.63% | — | +2.17% | |
| 17 | FDX | Fedex CORP | 株式-資本財 | 0.49% | +0.07% | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.48% | — | -5.04% | |
| 19 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.43% | — | +29.85% | |
| 20 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.37% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | -8.04% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | — | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | -5.13% | |
| 24 | CDNS | Cadence Design Sys INC | 株式-IT | 0.30% | — | -0.52% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.27% | — | -0.38% | |
| 26 | PNC | Pnc Financial Services Group | 株式-金融 | 0.27% | — | +0.72% | |
| 27 | SPGI | S&p Global INC | 株式-金融 | 0.26% | — | +0.48% | |
| 28 | HSKAEUR | Heska CORP | 株式-その他 | 0.26% | — | — | |
| 29 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.26% | — | +0.56% | |
| 30 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.26% | — | -0.22% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.25% | -0.58% | -95.75% | |
| 32 | RF | Regions Financial CORP | 株式-金融 | 0.25% | — | -0.07% | |
| 33 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.24% | — | +1.41% | |
| 34 | XYL | Xylem INC | 株式-資本財 | 0.24% | — | +9.35% | |
| 35 | MSI | Motorola Solutions INC | 株式-IT | 0.24% | — | -3.86% | |
| 36 | DCPUSD | Dcp Midstream LP | 株式-その他 | 0.24% | — | — | |
| 37 | TT | Trane Technologies plc | 株式-資本財 | 0.24% | — | +5.30% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.23% | — | -7.90% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.23% | — | -0.46% | |
| 40 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.22% | — | +0.51% | |
| 41 | RHI | Robert Half INC | 株式-資本財 | 0.22% | — | +0.55% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.22% | — | -1.29% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | -0.02% | — | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.21% | — | — | |
| 45 | INTU | Intuit INC | 株式-IT | 0.20% | — | +5.08% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | -0.01% | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.19% | — | +0.23% |