CIK: 0001976780
申告総資産額
$1.6億
| # | 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 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 9.32% | -1.79% | +4.84% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.42% | -0.26% | -5.92% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.23% | -0.48% | -5.64% | |
| 4 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 5.10% | — | +4.25% | |
| 5 | NZAC | State Street Spdr Msci Acwi | ETF-その他 | 4.77% | -2.64% | +123.45% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.73% | +0.43% | -9.63% | |
| 7 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 4.66% | — | -1.27% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.46% | — | -1.09% | |
| 9 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-その他 | 4.36% | +0.16% | +1.80% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.23% | — | -0.14% | |
| 11 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 3.95% | -1.40% | -2.24% | |
| 12 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 3.87% | -0.45% | -1.18% | |
| 13 | SPGI | S&p Global INC | 株式-金融 | 3.73% | -0.13% | -5.07% | |
| 14 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 2.88% | -0.86% | +0.73% | |
| 15 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 2.27% | — | -1.35% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 2.09% | -0.11% | -4.80% | |
| 17 | ICE | Intercontinental Exchange In | 株式-金融 | 2.03% | — | -47.69% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 2.02% | +0.72% | -7.65% | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.87% | -0.82% | EXIT | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.85% | -0.13% | -9.17% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.67% | — | +16.56% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.64% | +0.11% | -7.18% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.49% | -0.46% | EXIT | |
| 24 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.23% | +0.10% | -14.38% | |
| 25 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.15% | — | -0.64% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.06% | — | +1.91% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.05% | — | +2.31% | |
| 28 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.94% | — | +23.74% | |
| 29 | CME | Cme Group INC | 株式-金融 | 0.90% | — | +0.52% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.90% | — | -3.27% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.88% | — | +2.40% | |
| 32 | FIS | Fidelity National Info Serv | 株式-IT | 0.87% | -0.08% | +4.19% | |
| 33 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.84% | +0.26% | +1.58% | |
| 34 | DVN | Devon Energy CORP | 株式-エネルギー | 0.66% | — | +55.14% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +2.21% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.65% | — | +0.53% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.59% | — | +73.52% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | -0.93% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | +0.10% | +2.27% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | -2.13% | |
| 43 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.25% | — | -10.97% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.23% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.22% | — | +0.33% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.21% | — | -0.35% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.20% | — | -3.37% |