CIK: 0002062383
申告総資産額
$1.9億
| # | 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 | SGVT | Schwab Govt Money Market ETF | ETF-その他 | 13.31% | -10.68% | — | |
| 2 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 7.58% | -0.36% | — | |
| 3 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 7.52% | -0.52% | -0.22% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 6.77% | -0.48% | +0.02% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.38% | -0.77% | -4.09% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.76% | -0.32% | -2.82% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.50% | +0.04% | +3.76% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.44% | -0.62% | +0.89% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.84% | -0.03% | +5.73% | |
| 10 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 2.90% | -0.28% | +6.10% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.33% | +1.84% | +12.05% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 2.26% | +3.01% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.26% | +2.42% | +66.90% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.78% | -0.64% | +100.00% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.74% | -0.26% | +0.43% | |
| 16 | CVIE | Cal Intl Responsible Index | ETF-大型株・グロース | 1.74% | +1.78% | — | |
| 17 | CVLC | Calvert US L-c Cr Resp Index | ETF-大型株・グロース | 1.18% | +2.41% | — | |
| 18 | BASG | Brown Adviso Sustain Gro ETF | ETF-その他 | 1.16% | +0.79% | — | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.13% | -0.30% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | -11.68% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.03% | -0.16% | -11.19% | |
| 22 | NXTE | Axs Green Alpha ETF | ETF-その他 | 1.03% | — | -1.70% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | -0.15% | -18.38% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.85% | — | -0.66% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | +5.76% | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 0.79% | +0.16% | +219.11% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.76% | — | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | +1.17% | +154.91% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.24% | -4.50% | |
| 30 | JSTC | Adasina Social Justice Glb | ETF-その他 | 0.68% | -0.10% | +9.98% | |
| 31 | VTEC | Vanguard Ca Tax-ex Bond | ETF-その他 | 0.49% | — | — | |
| 32 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.46% | — | -5.05% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +8.41% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | -13.96% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.05% | +27.74% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | -0.09% | — | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | — | +19.46% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | -0.42% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | — | +7.96% | |
| 40 | CVMC | Calvert US Mcap Core Resp | ETF-その他 | 0.37% | +0.92% | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.37% | -0.08% | -2.15% | |
| 42 | GE | General Electric | 株式-資本財 | 0.35% | — | +0.21% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.34% | — | — | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.33% | -0.33% | EXIT | |
| 45 | STX | Seagate Technology Holdings plc | 株式-IT | 0.31% | +0.09% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.30% | EXIT | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | -14.64% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | +0.06% | +4.55% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.26% | — | -1.23% | |
| 50 | HUBB | Hubbell INC | 株式-資本財 | 0.25% | — | +35.29% |