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 | 4.26% | -0.85% | -1.73% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.16% | — | +0.02% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.93% | -0.40% | -0.67% | |
| 4 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 3.75% | -1.79% | -5.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.61% | -0.48% | -2.15% | |
| 6 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 3.54% | — | +1.57% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.28% | -0.26% | -1.17% | |
| 8 | NZAC | State Street Spdr Msci Acwi | ETF-その他 | 3.12% | -2.64% | -3.79% | |
| 9 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 3.11% | — | -1.34% | |
| 10 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-その他 | 3.02% | +0.16% | -1.76% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.86% | — | -0.66% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.79% | — | -1.40% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.54% | +0.43% | -1.77% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 2.47% | -0.45% | -2.05% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.41% | — | -2.03% | |
| 16 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 2.38% | -1.40% | -1.35% | |
| 17 | TT | Trane Technologies plc | 株式-資本財 | 2.29% | +0.17% | -3.02% | |
| 18 | LRCX | Lam Research CORP | 株式-IT | 1.82% | +0.43% | -3.92% | |
| 19 | CMI | Cummins INC | 株式-資本財 | 1.68% | — | -1.73% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.54% | — | -0.08% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | -0.20% | +0.26% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.50% | — | +0.46% | |
| 23 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.47% | — | -1.69% | |
| 24 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.30% | -0.86% | -21.65% | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.26% | — | +4.31% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.13% | -1.31% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -0.57% | |
| 28 | ICE | Intercontinental Exchange In | 株式-金融 | 1.12% | — | -1.52% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.10% | +0.19% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 1.04% | — | +0.08% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.11% | +0.60% | |
| 32 | FISV | Fiserv INC | 株式-その他 | 0.94% | -0.14% | EXIT | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | +0.88% | — | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.91% | -0.07% | -4.52% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.91% | +0.72% | -5.52% | |
| 36 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.90% | — | -0.58% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.90% | — | -1.73% | |
| 38 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.86% | -0.07% | +0.93% | |
| 39 | GEV | GE Vernova INC | 株式-資本財 | 0.85% | +0.21% | -4.07% | |
| 40 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.76% | — | +7.29% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | -0.11% | — | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.74% | -0.82% | EXIT | |
| 43 | MSI | Motorola Solutions INC | 株式-IT | 0.70% | — | -0.80% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | +0.11% | -1.06% | |
| 45 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.69% | — | -0.78% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.14% | -0.12% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.66% | — | -0.30% | |
| 48 | CB | Chubb Limited | 株式-金融 | 0.66% | — | -0.16% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | -1.45% | |
| 50 | STE | STERIS plc | 株式-ヘルスケア | 0.65% | — | +0.14% |