セクター別内訳

04
Technology 6.7%
Financials 2.7%
Communication Services 2.1%
Retail 1.5%
Consumer products 0.6%
Consumer Staples 0.6%
Industrials 0.6%
Utilities 0.4%
Healthcare 0.4%
Energy 0.2%
Consumer Discretionary 0.2%
その他/マッピングなし 84.0%

ポートフォリオ全体 87 ポジション

05
タイプ 連続 8四半期トレンド
SCHV SCHWAB STRATEGIC TRUST $11,402,657 7.45% 327,568 $1,563,364 上昇 ×4
SCHX SCHWAB STRATEGIC TRUST $10,983,708 7.18% 373,215 $1,442,603 上昇 ×1
SCHG SCHWAB STRATEGIC TRUST $10,745,356 7.03% 317,534 $1,584,099 上昇 ×1
QQQ Invesco QQQ Trust, Series 1 $9,601,269 6.28% 13,038 $2,064,580 下落 ×2
VUG Vanguard Morningstar Growth ETF $4,216,490 2.76% 48,949 $703,489 上昇 ×4
AAPL Apple Inc. - Common Stock $4,186,480 2.74% 14,468 $519,522 上昇 ×2
VV Vanguard Morningstar Large-Cap ETF $4,102,359 2.68% 11,929 $523,093 下落 ×1
IJH iShares Trust $4,009,811 2.62% 52,001 $471,625 下落 ×2
VGK Vanguard FTSEEuropean ETF $3,506,973 2.29% 39,609 $417,348 上昇 ×4
IJR iShares Trust $3,286,028 2.15% 22,156 $521,755 下落 ×1
IWS iShares Russell Mid-Cap Value ETF $3,061,529 2.00% 18,600 $331,628 下落 ×2
NVDA NVIDIA Corporation - Common Stock $3,054,403 2.00% 15,265 $378,006 下落 ×3
HDV iShares Trust $2,875,747 1.88% 104,916 $304,539 上昇 ×4
DYNF BlackRock ETF Trust $2,814,599 1.84% 41,385 $549,639 上昇 ×4
SCHD SCHWAB STRATEGIC TRUST $2,807,887 1.84% 88,549 $374,223 上昇 ×4
SCHM SCHWAB STRATEGIC TRUST $2,786,836 1.82% 75,585 $696,822 上昇 ×4
IJS iShares S&P SmallCap 600 Value ETF $2,713,433 1.77% 19,852 $353,615 下落 ×1
VTV Vanguard Morningstar Value ETF $2,686,925 1.76% 12,329 $164,999 下落 ×1
IJT iShares S&P SmallCap 600 Growth ETF $2,600,383 1.70% 14,560 $475,871 下落 ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $2,315,023 1.51% 46,088 $925,857 上昇 ×1
VYM Vanguard High Dividend Yield ETF $2,313,709 1.51% 14,641 $517,098 上昇 ×4
MDYG SPDR SERIES TRUST $2,218,088 1.45% 19,788 $307,232 下落 ×1
SCHA SCHWAB STRATEGIC TRUST $2,122,945 1.39% 58,759 $553,540 上昇 ×2
VGIT Vanguard Intermediate-Term Treasury ETF $2,102,332 1.37% 35,645 $-1,528,609 下落 ×1
VB Vanguard Morningstar Small-Cap ETF $2,059,230 1.35% 6,793 $306,740 上昇 ×4
MDYV SPDR SERIES TRUST $2,038,918 1.33% 21,496 $155,763 下落 ×1
MSFT Microsoft Corporation - Common Stock $1,928,898 1.26% 5,171 $14,068 下落 ×1
BAC Bank of America Corporation Common Stock $1,923,637 1.26% 33,760 $278,427 上昇 ×3
VOT Vanguard Morningstar Mid-Cap Growth ETF $1,877,670 1.23% 6,130 $418,831 上昇 ×4
IWP iShares Russell Midcap Growth ETF $1,857,904 1.21% 12,690 $237,382 上昇 ×1
VBR Vanguard Morningstar Small-Cap Value ETF $1,658,292 1.08% 6,825 $215,910 上昇 ×4
IVV iShares Trust $1,628,307 1.06% 2,174 $203,002 下落 ×2
VGT Vanguard Information Tech ETF $1,624,015 1.06% 13,588 $441,710 上昇 ×1
VIG Vanguard Div Appreciation ETF $1,618,777 1.06% 6,841 $289,040 上昇 ×4
SLYG SPDR SERIES TRUST $1,608,930 1.05% 13,506 $353,718 上昇 ×2
IQLT iShares Trust $1,606,326 1.05% 32,418 $177,312 上昇 ×4
GOOG Alphabet Inc. - Class C Capital Stock $1,604,133 1.05% 4,540 $328,571 上昇 ×3
VBK Vanguard Morningstar Small-Cap Growth ETF $1,505,656 0.98% 4,117 $388,678 上昇 ×4
VO Vanguard Morningstar Mid-Cap ETF $1,443,889 0.94% 17,921 $88,557 上昇 ×4
MGK VANGUARD WORLD FUND $1,377,012 0.90% 15,664 $147,155 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $1,368,390 0.89% 4,180 $162,378 上昇 ×4
AMZN Amazon.com, Inc. - Common Stock $1,252,238 0.82% 5,254 $160,487 上昇 ×1
SLYV SPDR SERIES TRUST $1,167,012 0.76% 10,696 $187,473 上昇 ×3
VEA Vanguard FTSE Developed Markets ETF $1,158,627 0.76% 16,261 $174,953 上昇 ×3
GOOGL Alphabet Inc. - Class A Common Stock $923,597 0.60% 2,584 $174,211 下落 ×3
TOL Toll Brothers, Inc. Common Stock $872,190 0.57% 5,294 $151,094 上昇 ×2
IVE iShares Trust $726,130 0.47% 3,198 $52,927 上昇 ×4
VOE Vanguard Morningstar Mid-Cap Value ETF $710,593 0.46% 3,596 $200,667 上昇 ×4
MTUM iShares Trust $708,824 0.46% 2,068 $276,137 上昇 ×3
COST Costco Wholesale Corporation - Common Stock $649,927 0.42% 695 $-42,804
VWO Vanguard FTSE Emerging Markets ETF $648,444 0.42% 10,864 $233,228 上昇 ×1
IVW iShares S&P 500 Growth ETF $642,539 0.42% 4,672 $114,576 上昇 ×4
CSCO Cisco Systems, Inc. - Common Stock $622,345 0.41% 5,298 $208,104 下落 ×1
AMAT Applied Materials, Inc. - Common Stock $603,390 0.39% 835 $314,489 下落 ×2
QGRO AMERICAN CENTURY ETF TRUST $599,584 0.39% 5,079 $-5,122 下落 ×2
IAU iShares Gold Trust Shares $544,503 0.36% 7,211 $-119,694 下落 ×3
SPY SPY $482,825 0.32% 647 $69,858 上昇 ×1
PM Philip Morris International Inc Common Stock $474,581 0.31% 2,623 $41,672 上昇 ×1
GE GE Aerospace Common Stock $462,842 0.30% 1,238 $134,923 上昇 ×3
WMT Walmart Inc. - Common Stock $451,316 0.30% 3,985 $-42,809 上昇 ×4
AVGO Broadcom Inc. - Common Stock $431,331 0.28% 1,142 $68,509 下落 ×2
MO Altria Group, Inc. $418,776 0.27% 5,820 $34,689
SOXX iShares Trust $386,942 0.25% 604 $155,708 下落 ×1
VTI Vanguard Morningstar Total Stock Market ETF $381,484 0.25% 1,031 $43,629 下落 ×4
AEP American Electric Power Company, Inc. - Common Stock $375,493 0.25% 2,745 $18,021 上昇 ×4
IWV iShares Russell 3000 Fund $366,486 0.24% 859 $38,995 下落 ×1
WMB Williams Companies, Inc. (The) Common Stock $347,763 0.23% 4,678 $9,554 上昇 ×1
LLY Eli Lilly and Company Common Stock $345,205 0.23% 288 $84,560 上昇 ×2
OEF iShares Trust $335,230 0.22% 916 $37,754 下落 ×1
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $332,759 0.22% 665 $50,989 上昇 ×2
VHT Vanguard Health Care ETF $329,807 0.22% 1,103 $30,415 上昇 ×1
MAR Marriott International - Class A Common Stock $309,919 0.20% 836 $36,444
NOBL ProShares Trust $303,985 0.20% 5,413 上昇 ×1
VXUS Vanguard Total International Stock ETF $301,055 0.20% 3,522 $30,739 上昇 ×3
RSP Invesco Exchange-Traded Fund Trust $291,708 0.19% 1,371 $28,586
SRE DBA Sempra Common Stock $279,243 0.18% 3,012 $-12,267 上昇 ×1
V Visa Inc. $277,842 0.18% 810 $-733 下落 ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $260,339 0.17% 257 $43,524 上昇 ×1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $241,812 0.16% 4,193 $39,928 上昇 ×1
SDY SPDR SERIES TRUST $236,811 0.15% 1,556 $11,159 上昇 ×1
APH Amphenol Corporation Common Stock $234,325 0.15% 1,329 上昇 ×1
IWM iShares Russell 2000 Index Fund $231,732 0.15% 771 上昇 ×1
JNJ Johnson & Johnson Common Stock $225,536 0.15% 888 $13,120 上昇 ×1
XLF SELECT SECTOR SPDR TRUST $213,913 0.14% 3,990 $4,114 下落 ×1
GEV GE Vernova Inc. Common Stock $209,769 0.14% 179 上昇 ×1
IYH iShares U.S. Healthcare ETF $204,721 0.13% 3,055 上昇 ×1
NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 $137,959 0.09% 11,751 $8,315 上昇 ×1

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
SCHV $11,402,657 7.45% 4倍増
VUG $4,216,490 2.76% 4倍増
VGK $3,506,973 2.29% 4倍増
HDV $2,875,747 1.88% 4倍増
DYNF $2,814,599 1.84% 4倍増
SCHD $2,807,887 1.84% 4倍増
SCHM $2,786,836 1.82% 4倍増
VYM $2,313,709 1.51% 4倍増
VB $2,059,230 1.35% 4倍増
BAC $1,923,637 1.26% 3倍増
VOT $1,877,670 1.23% 4倍増
VBR $1,658,292 1.08% 4倍増
VIG $1,618,777 1.06% 4倍増
IQLT $1,606,326 1.05% 4倍増
GOOG $1,604,133 1.05% 3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
NOBL $303,985 5,413 0.20%
APH $234,325 1,329 0.15%
IWM $231,732 771 0.15%
GEV $209,769 179 0.14%
IYH $204,721 3,055 0.13%

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
QQQ 削減 -20 +$2.1M
SCHG 買い増し +3K +$1.6M
SCHV 買い増し +5K +$1.6M
VGIT 削減 -25K -$1.5M
SCHX 買い増し +1K +$1.4M
VTIP 買い増し +18K +$926K
VUG 買い増し +41K +$703K
SCHM 買い増し +8K +$697K
SCHA 買い増し +5K +$554K
DYNF 買い増し +2K +$550K

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
CRM 2026年3月31日 1,159 $307,151 23.1%
SHY 2026年3月31日 3,410 $282,394
TSLA 2026年3月31日 565 $254,092 1.9%
GLDM 2026年6月30日 2,655 $246,092 3.1%
IAUM 2026年6月30日 4,566 $213,232
TBLL 2025年12月31日 2,000 $211,280
VFH 2026年6月30日 1,722 $207,981