CIK: 0001896447
申告総資産額
$2.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 25.60% | -2.10% | +1.10% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 18.31% | -2.38% | +4.72% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 15.41% | +1.12% | -1.57% | |
| 4 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 9.90% | +0.37% | +9.13% | |
| 5 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 9.07% | +1.06% | +15.83% | |
| 6 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 5.12% | +0.30% | +8.20% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.47% | -0.58% | +10.90% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.17% | -0.13% | -2.27% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.60% | +0.12% | -37.30% | |
| 10 | SMB | Vaneck Short Muni ETF | ETF-その他 | 1.20% | +0.07% | +2.03% | |
| 11 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型株・グロース | 0.85% | — | — | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.82% | — | — | |
| 13 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.82% | +0.02% | +12.30% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.15% | +0.03% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.01% | +0.05% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | -0.01% | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.04% | -7.50% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | -0.02% | — | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 0.28% | -0.02% | — | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 0.26% | +0.06% | -4.65% | |
| 21 | FDX | Fedex CORP | 株式-資本財 | 0.23% | +0.07% | — | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | -0.04% | +60.03% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.01% | +7.07% | |
| 24 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.15% | — | -4.00% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | -0.01% | — | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.15% | — | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.14% | — | -75.54% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.13% | -0.02% | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.13% | -0.01% | +14.90% | |
| 30 | CMF | Ishares California Muni Bond | ETF-その他 | 0.12% | +0.02% | +0.87% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.12% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | +0.02% | +3.81% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | +0.02% | — | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.11% | -0.11% | EXIT | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.11% | -0.01% | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.10% | — | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.10% | — | -0.75% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.10% | -0.01% | — | |
| 40 | LRCX | Lam Research CORP | 株式-IT | 0.09% | — | — |