CIK: 0001907375
申告総資産額
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| # | 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 | AAPL | Apple INC | 株式-IT | 10.74% | — | -61.71% | |
| 2 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 7.20% | — | +13.91% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.25% | — | +4.54% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.68% | — | -66.87% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.82% | — | +8.01% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.46% | — | +2.80% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 3.29% | — | +13.77% | |
| 8 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 2.79% | — | -0.55% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.76% | — | -77.71% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.74% | — | -0.09% | |
| 11 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 2.48% | — | +63.79% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | — | -77.70% | |
| 13 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 2.17% | — | -20.68% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.16% | — | +78.33% | |
| 15 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.94% | — | +25.05% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.92% | — | -12.02% | |
| 17 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 1.79% | — | +3.41% | |
| 18 | DFAT | Dimensional US Target Value | ETF-その他 | 1.74% | — | — | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.70% | — | -1.28% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.69% | — | -1.61% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | — | -17.08% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.58% | — | -80.68% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.54% | — | -83.31% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.45% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | — | -87.49% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.37% | — | -28.39% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | — | -82.07% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | — | -85.53% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.12% | — | -7.57% | |
| 30 | LCTD | Ishares World Ex U.s. Carbon | ETF-その他 | 1.05% | — | — | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.02% | — | -87.15% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.99% | — | -10.70% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | — | +6.69% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.91% | — | -73.12% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.86% | — | -1.07% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | — | +2.63% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.82% | — | +0.90% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | -56.58% | |
| 39 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.78% | — | -18.84% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | -91.07% | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.77% | — | -0.36% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.70% | — | -65.45% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -89.09% | |
| 44 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.68% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | -33.14% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.64% | — | -5.45% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.63% | — | -91.41% | |
| 48 | SNPS | Synopsys INC | 株式-IT | 0.62% | — | -7.21% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.61% | — | -15.72% | |
| 50 | PANW | Palo Alto Networks INC | 株式-IT | 0.60% | — | -91.99% |