CIK: 0001840760
申告総資産額
$3.2億
| # | 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 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 7.77% | -0.33% | +8.68% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.59% | -0.51% | -0.71% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 6.08% | +0.83% | +3.11% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.34% | -1.05% | -0.57% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.08% | +0.06% | +2.50% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.93% | -0.07% | -1.40% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 4.73% | +0.47% | +2.34% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.32% | -0.10% | +5.92% | |
| 9 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 4.00% | -0.03% | -0.38% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.87% | -0.08% | +5.01% | |
| 11 | BNDC | Flexshares Core Select Bond | ETF-その他 | 3.45% | — | +6.19% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.71% | -0.41% | +0.12% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.70% | — | -3.14% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.05% | +0.06% | -0.90% | |
| 15 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 1.85% | — | -2.37% | |
| 16 | HYXF | Ishares Esg Adv High Yield | ETF-ハイイールド債 | 1.48% | — | +4.18% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.40% | -0.04% | +0.92% | |
| 18 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.22% | -0.04% | +0.97% | |
| 19 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.20% | — | -0.10% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | +0.34% | -7.49% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.09% | — | — | |
| 22 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 1.09% | +0.19% | +0.68% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | -0.08% | +2.44% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.04% | — | +0.63% | |
| 25 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.01% | — | — | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.94% | — | +1.11% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.82% | -0.07% | +5.53% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | +0.15% | -0.42% | |
| 29 | RAVI | Flexshares Ultra-short Incom | ETF-その他 | 0.81% | — | -21.95% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.01% | -0.67% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | -0.06% | — | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | -0.05% | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | -0.06% | -7.14% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | +0.10% | -0.36% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.06% | -1.53% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | -0.02% | +0.54% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | -0.01% | -0.25% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | — | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.55% | — | -2.26% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +3.09% | |
| 41 | RSG | Republic Services INC | 株式-資本財 | 0.55% | — | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | +11.47% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.47% | — | +4.38% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.45% | — | — | |
| 45 | FSLR | First Solar INC | 株式-IT | 0.38% | -0.06% | — | |
| 46 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-その他 | 0.35% | — | +0.23% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | -0.03% | -5.18% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.34% | — | +7.37% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | -0.02% | -1.34% |