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 | 8.83% | — | -1.86% | |
| 2 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 7.19% | — | -3.32% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.06% | — | +1.31% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.76% | — | +0.46% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.82% | — | -41.01% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.70% | — | -4.10% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 3.54% | — | +3.33% | |
| 8 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 3.11% | — | +4.45% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.82% | — | -20.89% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.80% | — | -0.14% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | — | -0.99% | |
| 12 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 2.64% | — | +14.76% | |
| 13 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 2.17% | — | -0.17% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.91% | — | — | |
| 15 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 1.88% | — | — | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.79% | — | -1.71% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.71% | — | -0.21% | |
| 18 | DFAT | Dimensional US Target Value | ETF-その他 | 1.71% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | — | +1.05% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.60% | — | -11.14% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.56% | — | -26.58% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.46% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.42% | — | -2.61% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.37% | — | -0.01% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.36% | — | -2.55% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.32% | — | -26.28% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | — | +0.11% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | — | +0.96% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.22% | — | +31.74% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.14% | — | — | |
| 32 | LCTD | Ishares World Ex U.s. Carbon | ETF-その他 | 1.10% | — | +6.55% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | — | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | — | +0.79% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.99% | — | -5.53% | |
| 36 | AMAT | Applied Materials INC | 株式-IT | 0.96% | — | -3.12% | |
| 37 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.88% | — | +37.29% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | -1.88% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | — | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +2.09% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.79% | — | — | |
| 42 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.78% | — | +7.54% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.76% | — | +10.16% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.71% | — | -31.25% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -1.72% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.70% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -22.34% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.63% | — | +1.96% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | — | |
| 50 | SNPS | Synopsys INC | 株式-IT | 0.62% | — | -4.24% |