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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.42% | — | +3.98% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.31% | -0.48% | -9.40% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.08% | -0.40% | -5.04% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.82% | -0.85% | -6.31% | |
| 5 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 3.49% | — | -3.22% | |
| 6 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 3.49% | -1.79% | -9.84% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.27% | -0.26% | -4.72% | |
| 8 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-その他 | 3.12% | +0.16% | -2.19% | |
| 9 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 3.10% | — | -2.04% | |
| 10 | NZAC | State Street Spdr Msci Acwi | ETF-その他 | 3.07% | -2.64% | -5.29% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.83% | — | -5.62% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.72% | — | -6.69% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 2.47% | -0.45% | -5.13% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.47% | +0.43% | -5.17% | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 2.44% | -1.40% | -1.74% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.43% | — | -7.51% | |
| 17 | LRCX | Lam Research CORP | 株式-IT | 2.16% | +0.43% | -9.53% | |
| 18 | TT | Trane Technologies plc | 株式-資本財 | 2.04% | +0.17% | -5.52% | |
| 19 | CMI | Cummins INC | 株式-資本財 | 1.97% | — | -5.57% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.78% | — | +16.07% | |
| 21 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.50% | -0.86% | -5.43% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | — | -7.11% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | -0.20% | -5.64% | |
| 24 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.47% | — | -3.69% | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.28% | — | -0.38% | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 1.13% | -0.07% | -8.72% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | +0.10% | -6.44% | |
| 28 | ICE | Intercontinental Exchange In | 株式-金融 | 1.05% | — | -4.50% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | +0.88% | +0.74% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | -0.11% | -6.35% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.13% | -6.93% | |
| 32 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.97% | — | -4.42% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | -1.83% | |
| 34 | ALL | Allstate CORP | 株式-金融 | 0.95% | — | -8.18% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.89% | +0.72% | -9.24% | |
| 36 | GEV | GE Vernova INC | 株式-資本財 | 0.84% | +0.21% | -9.30% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.82% | -0.82% | EXIT | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 0.76% | — | -3.79% | |
| 39 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.76% | -0.07% | -9.65% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.14% | -2.64% | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.73% | — | -2.22% | |
| 42 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.72% | — | -7.64% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.68% | — | -2.00% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | +0.11% | -2.06% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.11% | -11.00% | |
| 46 | STE | STERIS plc | 株式-ヘルスケア | 0.63% | — | -7.06% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | — | -5.08% | |
| 48 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.62% | — | -4.49% | |
| 49 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.62% | — | -9.50% | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.61% | — | -3.28% |