セクター別内訳

04
Technology 0.4%
Consumer Discretionary 0.1%
Retail 0.1%
Communication Services 0.1%
Industrials 0.1%
Healthcare 0.0%
Financials 0.0%
Energy 0.0%
Consumer Staples 0.0%
Real Estate 0.0%
Utilities 0.0%
Consumer products 0.0%
その他/マッピングなし 99.0%

ポートフォリオ全体 107 ポジション

05
タイプ 連続 8四半期トレンド
VOO Vanguard S&P 500 ETF $6,673,697 43.52% 9,716,948 $932,215 上昇 ×6
IXUS iShares Core MSCI Total International Stock ETF $3,562,495 23.23% 37,327,069 $402,416 上昇 ×1
AGG iShares Trust $1,447,610 9.44% 14,625,279 $110,520 上昇 ×4
IJH iShares Trust $1,086,731 7.09% 14,093,257 $152,571 上昇 ×6
ISTB iShares Core 1-5 Year USD Bond ETF $616,069 4.02% 12,768,271 $43,194 上昇 ×4
IJR iShares Trust $545,118 3.55% 3,675,530 $93,074 上昇 ×6
ESGU iShares ESG Aware MSCI USA ETF $433,154 2.82% 2,646,512 $58,052 下落 ×1
ESGD iShares ESG Aware MSCI EAFE ETF $168,834 1.10% 1,642,193 $17,913 上昇 ×1
BITO ProShares Trust $73,328 0.48% 9,189,016 $746 上昇 ×6
SUSA iShares ESG Optimized MSCI USA ETF $69,645 0.45% 451,365 $10,047 上昇 ×6
ESGE iShares ESG Aware MSCI EM ETF $64,971 0.42% 1,187,994 $9,708 下落 ×2
GBIL Goldman Sachs ETF Trust $54,488 0.36% 544,006 $740 上昇 ×6
SHV iShares 0-1 Year Treasury Bond ETF $54,408 0.35% 493,047 $696 上昇 ×6
ICSH iShares Ultra Short Duration Bond Active ETF $54,370 0.35% 1,074,931 $566 上昇 ×6
JPST JPMorgan Ultra-Short Income ETF $54,331 0.35% 1,074,374 $350 上昇 ×6
BIL SPDR SERIES TRUST $54,304 0.35% 592,581 $663 上昇 ×6
ESML iShares Trust $35,764 0.23% 639,445 $5,613 下落 ×2
NVDA NVIDIA Corporation - Common Stock $30,814 0.20% 154,002 $5,815 上昇 ×6
GOVT iShares Trust $29,385 0.19% 1,289,961 $1,856 上昇 ×4
MBB iShares MBS ETF $28,008 0.18% 296,322 $1,727 上昇 ×4
SUSC iShares ESG Aware USD Corporate Bond ETF $25,292 0.16% 1,092,474 $1,492 上昇 ×4
SHY iShares 1-3 Year Treasury Bond ETF $17,498 0.11% 213,105 $882 上昇 ×4
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $17,460 0.11% 698,679 $913 上昇 ×4
TSLA Tesla, Inc. - Common Stock $15,462 0.10% 36,762 $2,885 上昇 ×6
AAPL Apple Inc. - Common Stock $12,265 0.08% 42,388 $1,980 上昇 ×6
AMZN Amazon.com, Inc. - Common Stock $11,450 0.07% 48,042 $2,099 上昇 ×6
AMD Advanced Micro Devices, Inc. - Common Stock $8,668 0.06% 14,921 $5,397 下落 ×1
XLK SELECT SECTOR SPDR TRUST $7,250 0.05% 38,056 $2,350 上昇 ×6
MSFT Microsoft Corporation - Common Stock $6,229 0.04% 16,698 $846 上昇 ×6
META Meta Platforms, Inc. - Class A Common Stock $4,124 0.03% 7,321 $552 上昇 ×6
GOOG Alphabet Inc. - Class C Capital Stock $3,751 0.02% 10,617 $883 上昇 ×6
GOOGL Alphabet Inc. - Class A Common Stock $3,693 0.02% 10,333 $996 上昇 ×6
INTC Intel Corporation - Common Stock $3,351 0.02% 24,002 $2,126 下落 ×3
AVGO Broadcom Inc. - Common Stock $3,102 0.02% 8,213 $765 上昇 ×6
LLY Eli Lilly and Company Common Stock $3,065 0.02% 2,555 $953 上昇 ×2
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $2,755 0.02% 5,505 $211 上昇 ×6
GEV GE Vernova Inc. Common Stock $2,528 0.02% 2,152 $756 上昇 ×6
JEPI JPMorgan Equity Premium Income ETF $2,509 0.02% 44,426 $382 上昇 ×6
COST Costco Wholesale Corporation - Common Stock $2,449 0.02% 2,618 $268 上昇 ×6
XOM Exxon Mobil Corporation Common Stock $2,051 0.01% 15,001 $-33 上昇 ×6
CVX Chevron Corporation Common Stock $1,860 0.01% 11,219 $-13 上昇 ×6
CAT Caterpillar, Inc. Common Stock $1,811 0.01% 1,701 $688 上昇 ×6
WMT Walmart Inc. - Common Stock $1,713 0.01% 15,128 $97 上昇 ×6
XLE SELECT SECTOR SPDR TRUST $1,677 0.01% 31,575 $-11 上昇 ×6
NFLX Netflix, Inc. - Common Stock $1,498 0.01% 20,987 $-148 上昇 ×6
GE GE Aerospace Common Stock $1,484 0.01% 3,970 $430 上昇 ×6
KO Coca-Cola Company (The) Common Stock $1,402 0.01% 17,255 $243 上昇 ×6
ORCL Oracle Corporation Common Stock $1,231 0.01% 8,399 $74 上昇 ×6
LMT Lockheed Martin Corporation Common Stock $1,163 0.01% 2,282 $66 上昇 ×6
UNH UnitedHealth Group Incorporated Common Stock (DE) $1,125 0.01% 2,706 $333 下落 ×1
XLF SELECT SECTOR SPDR TRUST $1,095 0.01% 20,421 $167 上昇 ×6
JPM JP Morgan Chase & Co. Common Stock $996 0.01% 3,042 $204 上昇 ×6
HD Home Depot, Inc. (The) Common Stock $980 0.01% 2,780 $144 上昇 ×6
BLK BlackRock, Inc. Common Stock $888 0.01% 923 $84 上昇 ×6
XLV SELECT SECTOR SPDR TRUST $865 0.01% 5,450 $136 上昇 ×6
AMAT Applied Materials, Inc. - Common Stock $816 0.01% 1,128 $436 上昇 ×2
IBM International Business Machines Corporation Common Stock $780 0.01% 2,773 $212 上昇 ×6
XLU XLU $766 0.00% 16,896 $124 上昇 ×5
JNJ Johnson & Johnson Common Stock $758 0.00% 2,984 $102 上昇 ×5
MCD McDonald's Corporation Common Stock $728 0.00% 2,692 $28 上昇 ×6
XLI SELECT SECTOR SPDR TRUST $717 0.00% 3,872 $173 上昇 ×4
SBUX Starbucks Corporation - Common Stock $676 0.00% 6,618 $83 上昇 ×6
BA Boeing Company (The) Common Stock $648 0.00% 2,995 $65 上昇 ×6
PLD Prologis, Inc. Common Stock $620 0.00% 4,579 $48 上昇 ×6
DIS Walt Disney Company (The) Common Stock $601 0.00% 6,240 $49 上昇 ×6
V Visa Inc. $575 0.00% 1,676 $104 上昇 ×5
NKE Nike, Inc. Common Stock $560 0.00% 13,634 $53 上昇 ×6
AXP American Express Company Common Stock $555 0.00% 1,640 $92 上昇 ×6
DUK Duke Energy Corporation (Holding Company) Common Stock $537 0.00% 4,246 $23 上昇 ×5
発行者不明 (CUSIP: 84615Q103) $535 0.00% 3,131 上昇 ×1
RTX RTX Corporation Common Stock $523 0.00% 2,757 $83 上昇 ×3
ARKG ARK ETF Trust $509 0.00% 12,107 $187 下落 ×1
CSCO Cisco Systems, Inc. - Common Stock $502 0.00% 4,273 $183 上昇 ×3
AMT American Tower Corporation (REIT) Common Stock $501 0.00% 3,065 $7 上昇 ×6
DE Deere & Company Common Stock $497 0.00% 784 $104 上昇 ×4
NEE NextEra Energy, Inc. Common Stock $487 0.00% 5,547 $75 上昇 ×4
UPS United Parcel Service, Inc. Common Stock $472 0.00% 4,387 $60 上昇 ×6
PFE Pfizer, Inc. Common Stock $457 0.00% 18,973 $-8 上昇 ×6
XLC SELECT SECTOR SPDR TRUST $455 0.00% 4,249 $38 上昇 ×4
ABBV AbbVie Inc. Common Stock $450 0.00% 1,790 $88 上昇 ×4
QCOM QUALCOMM Incorporated - Common Stock $438 0.00% 2,371 $148 上昇 ×4
SPGI S&P Global Inc. Common Stock $422 0.00% 1,035 $12 上昇 ×6
SO Southern Company (The) Common Stock $412 0.00% 4,306 $43 上昇 ×4
GS Goldman Sachs Group, Inc. (The) Common Stock $404 0.00% 399 $88 上昇 ×2
XRT SPDR SERIES TRUST $402 0.00% 4,579
XLP XLP $389 0.00% 4,686 $52 上昇 ×3
XLB XLB $378 0.00% 7,427 $56 上昇 ×3
COP ConocoPhillips Common Stock $372 0.00% 3,576 $-8 上昇 ×3
PG Procter & Gamble Company (The) Common Stock $345 0.00% 2,352 $45 上昇 ×3
CRM Salesforce, Inc. Common Stock $342 0.00% 2,183 $18 上昇 ×6
MRK Merck & Company, Inc. Common Stock (new) $325 0.00% 2,527 $27 上昇 ×2
MO Altria Group, Inc. $319 0.00% 4,433 $53 上昇 ×3
CVS CVS Health Corporation Common Stock $314 0.00% 3,036 $69 下落 ×1
NOW ServiceNow, Inc. Common Stock $311 0.00% 3,130 $93 上昇 ×4
BKNG Booking Holdings Inc. - Common Stock $298 0.00% 1,672 $16 上昇 ×4
SCHW Charles Schwab Corporation (The) Common Stock $296 0.00% 3,210 $43 上昇 ×2
TXN Texas Instruments Incorporated - Common Stock $281 0.00% 944 上昇 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $275 0.00% 692 $4 上昇 ×2
LOW Lowe's Companies, Inc. Common Stock $271 0.00% 1,231 $21 上昇 ×3
VZ Verizon Communications Inc. Common Stock $265 0.00% 6,248 $-24 上昇 ×2

確信度保有銘柄

08

3四半期以上連続でポジションが増加しました。

株式数は13F提出書類に基づく（株式分割調整なし）

証券評価額% ポートフォリオの連続
VOO $6,673,697 43.52% 6倍増
AGG $1,447,610 9.44% 4倍増
IJH $1,086,731 7.09% 6倍増
ISTB $616,069 4.02% 4倍増
IJR $545,118 3.55% 6倍増
BITO $73,328 0.48% 6倍増
SUSA $69,645 0.45% 6倍増
GBIL $54,488 0.36% 6倍増
SHV $54,408 0.35% 6倍増
ICSH $54,370 0.35% 6倍増
JPST $54,331 0.35% 6倍増
BIL $54,304 0.35% 6倍増
NVDA $30,814 0.20% 6倍増
GOVT $29,385 0.19% 4倍増
MBB $28,008 0.18% 4倍増

最大の新規投資

09

今四半期に新規開設されたポジション、大きい順。

証券評価額株式数% ポートフォリオの
発行者不明 (CUSIP: 84615Q103) $535 3,131 0.00%
XRT $402 4,579 0.00%
TXN $281 944 0.00%

上位変動銘柄（四半期比）

10
証券アクション株式数Δ金額Δ
VOO 買い増し +109K +$932K
IXUS 買い増し +853K +$402K
IJH 買い増し +260K +$153K
AGG 買い増し +1.2M +$111K
IJR 買い増し +39K +$93K
ESGU 削減 -6K +$58K
ISTB 買い増し +947K +$43K
ESGD 買い増し +64K +$18K
SUSA 買い増し +209 +$10K
ESGE 削減 -27K +$10K

解消済みポジション

11

企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない

クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。

証券四半期変更前株式数変更前評価額解消後の価格
XRT 2026年3月31日 3,458 $295 3.0%
BX 2026年6月30日 2,043 $235 -5.1%