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 | MSFT | Microsoft CORP | 株式-IT | 4.40% | -0.85% | -2.28% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.34% | — | +17.32% | |
| 3 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 3.94% | -1.79% | -35.05% | |
| 4 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 3.64% | — | +3.32% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.37% | -0.40% | -2.11% | |
| 6 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 3.28% | — | -2.09% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.23% | -0.26% | -1.18% | |
| 8 | NZAC | State Street Spdr Msci Acwi | ETF-その他 | 3.20% | -2.64% | -1.83% | |
| 9 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-その他 | 3.09% | +0.16% | -2.12% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.91% | — | -0.89% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.83% | -0.48% | -0.61% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.72% | — | -0.60% | |
| 13 | TT | Trane Technologies plc | 株式-資本財 | 2.59% | +0.17% | -2.39% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 2.55% | -0.45% | -1.98% | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 2.34% | -1.40% | -1.95% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.32% | +0.43% | -1.87% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.23% | — | -1.43% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.57% | — | +6.48% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | -0.20% | -1.97% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.50% | — | -0.50% | |
| 21 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.48% | — | -1.14% | |
| 22 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.46% | -0.86% | +1.20% | |
| 23 | LRCX | Lam Research CORP | 株式-IT | 1.46% | +0.43% | -1.51% | |
| 24 | CMI | Cummins INC | 株式-資本財 | 1.40% | — | -1.31% | |
| 25 | FISV | Fiserv INC | 株式-その他 | 1.32% | -0.14% | EXIT | |
| 26 | ICE | Intercontinental Exchange In | 株式-金融 | 1.31% | — | -2.84% | |
| 27 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.27% | — | +4.81% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | -0.13% | -0.61% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | -0.11% | -2.47% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +0.15% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.10% | -1.11% | |
| 32 | ALL | Allstate CORP | 株式-金融 | 1.03% | — | -3.33% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | +0.88% | -0.95% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.93% | — | -0.40% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.88% | -0.07% | -24.55% | |
| 36 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.86% | — | -2.04% | |
| 37 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.86% | -0.07% | -0.08% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.86% | -0.82% | EXIT | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.85% | +0.72% | -3.41% | |
| 40 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.84% | — | -2.36% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.11% | — | |
| 42 | GEV | GE Vernova INC | 株式-資本財 | 0.80% | +0.21% | — | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.11% | -0.73% | |
| 44 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.75% | — | +5.60% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.72% | — | -0.60% | |
| 46 | SNPS | Synopsys INC | 株式-IT | 0.71% | — | -2.08% | |
| 47 | MSI | Motorola Solutions INC | 株式-IT | 0.68% | — | +0.04% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | — | +0.09% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.66% | — | -1.63% | |
| 50 | STE | STERIS plc | 株式-ヘルスケア | 0.66% | — | -30.76% |