CIK: 0001840760
申告総資産額
$3.2億
上位200銘柄を表示中（全322銘柄）
| # | 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 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 10.50% | +0.83% | +5.00% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 8.79% | -0.33% | +1.22% | |
| 3 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 6.32% | +0.47% | +2.01% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.88% | -0.41% | -2.92% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.75% | -0.51% | -2.41% | |
| 6 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 4.62% | +0.43% | +13.07% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.43% | -1.05% | -0.66% | |
| 8 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 3.19% | -0.03% | -16.71% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.53% | +0.17% | +9.57% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.19% | -0.10% | -45.15% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 1.92% | — | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.07% | -0.82% | |
| 13 | GARP | Ishares Msci USA Quality Gar | ETF-その他 | 1.85% | -0.03% | — | |
| 14 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 1.46% | +0.19% | +96.81% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.34% | -0.04% | -0.41% | |
| 16 | BNDC | Flexshares Core Select Bond | ETF-その他 | 1.29% | — | -55.24% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.26% | +0.06% | -1.52% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.06% | +0.06% | -0.58% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.04% | — | -16.57% | |
| 20 | HYXF | Ishares Esg Adv High Yield | ETF-ハイイールド債 | 0.99% | — | -34.43% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.15% | +0.03% | |
| 22 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.87% | — | -23.22% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | -0.03% | +0.13% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.08% | +0.02% | |
| 25 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.80% | — | — | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.76% | -0.08% | -11.44% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | -0.07% | -2.34% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.73% | — | -1.85% | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.73% | — | -0.31% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.02% | — | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | +0.10% | +1.03% | |
| 32 | RSG | Republic Services INC | 株式-資本財 | 0.67% | — | -1.07% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | — | — | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | -0.06% | -2.67% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.57% | — | — | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | -0.01% | -1.04% | |
| 37 | FICO | Fair Isaac CORP | 株式-IT | 0.49% | -0.14% | — | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.48% | — | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | +0.34% | -31.10% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.47% | — | — | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.47% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | -0.05% | -9.63% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | -0.01% | -1.32% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.42% | -0.06% | -1.64% | |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.39% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.37% | — | +1.43% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | -0.06% | -0.79% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.35% | — | -6.62% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.33% | -0.03% | — | |
| 50 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.33% | — | +12.54% |