セクター別内訳

04
Technology 1.7%
Consumer products 1.1%
Industrials 0.6%
Communication Services 0.4%
Financials 0.4%
Materials 0.3%
Retail 0.2%
Utilities 0.1%
Healthcare 0.1%
Energy 0.1%
Consumer Discretionary 0.1%
その他/マッピングなし 94.8%

ポートフォリオ全体 95 ポジション

05
タイプ 連続 8四半期トレンド
VOO VANGUARD INDEX FUNDS $64,523,357 14.42% 93,946 $9,658,410 上昇 ×3
VEA VANGUARD TAX-MANAGED FUNDS $34,606,521 7.73% 485,706 $5,673,559 上昇 ×6
VGSH Vanguard Short-Term Treasury ETF $31,015,454 6.93% 532,912 $1,098,765 上昇 ×4
BSV VANGUARD BOND INDEX FUNDS $18,533,169 4.14% 237,879 $751,370 上昇 ×6
DUHP Dimensional ETF Trust $18,175,918 4.06% 435,560 $2,759,170 上昇 ×6
DFGR Dimensional ETF Trust $17,906,845 4.00% 618,117 $2,429,725 上昇 ×6
DFEM Dimensional ETF Trust $16,428,402 3.67% 404,242 $3,034,021 上昇 ×6
VUG VANGUARD INDEX FUNDS $15,238,801 3.41% 176,907 $4,631,691 上昇 ×6
DFIP Dimensional ETF Trust $14,960,097 3.34% 362,625 $666,377 上昇 ×6
VCSH Vanguard Short-Term Corporate Bond ETF $14,893,117 3.33% 188,449 $287,674 上昇 ×6
VMBS Vanguard Mortgage-Backed Securities ETF $13,446,387 3.00% 287,255 $1,223,935 上昇 ×6
VTV VANGUARD INDEX FUNDS $12,937,052 2.89% 59,363 $2,834,778 上昇 ×6
BNDX Vanguard Total International Bond ETF $12,396,568 2.77% 255,969 $2,092,595 上昇 ×6
DFLV Dimensional ETF Trust $11,953,897 2.67% 302,324 $1,577,386 上昇 ×6
DFUV Dimensional ETF Trust $10,463,441 2.34% 190,210 $1,102,584 下落 ×6
DFIS Dimensional ETF Trust $10,038,740 2.24% 286,576 $945,932 上昇 ×6
AVRE AMERICAN CENTURY ETF TRUST $8,204,417 1.83% 173,162 $578,176 下落 ×1
VTI VANGUARD INDEX FUNDS $8,170,644 1.83% 22,080 $1,042,881 下落 ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $7,055,920 1.58% 118,209 $1,485,833 上昇 ×6
AVSC AMERICAN CENTURY ETF TRUST $6,813,685 1.52% 92,905 $1,209,819 上昇 ×6
AVEM AMERICAN CENTURY ETF TRUST $6,380,093 1.43% 66,122 $965,692 下落 ×2
DFSV Dimensional ETF Trust $5,577,187 1.25% 143,779 $731,143 上昇 ×6
SHYG iShares Trust $5,200,320 1.16% 122,620 $102,928 上昇 ×4
PG Procter & Gamble Company (The) Common Stock $5,070,702 1.13% 34,579 $74,630 下落 ×3
DFAT Dimensional ETF Trust $4,844,238 1.08% 69,302 $531,275 上昇 ×1
AVUV AMERICAN CENTURY ETF TRUST $3,641,609 0.81% 29,189 $372,662 下落 ×2
DFAE Dimensional ETF Trust $3,551,124 0.79% 88,314 $378,436 下落 ×3
BLV VANGUARD BOND INDEX FUNDS $3,520,987 0.79% 51,081 $-168,552 下落 ×1
VB VANGUARD INDEX FUNDS $3,343,732 0.75% 11,031 $854,651 上昇 ×6
BIV VANGUARD BOND INDEX FUNDS $3,213,577 0.72% 41,898 $110,478 上昇 ×5
DFSU Dimensional ETF Trust $3,138,525 0.70% 67,307 $340,255 下落 ×2
LRCX Lam Research Corporation - Common Stock $3,055,843 0.68% 7,052 $1,549,113
AVDE AMERICAN CENTURY ETF TRUST $2,888,342 0.65% 32,381 $154,824 上昇 ×3
AAPL Apple Inc. - Common Stock $2,432,754 0.54% 8,407 $275,935 下落 ×1
QUAL iShares Trust $2,250,754 0.50% 10,257 $283,314
VSS VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $2,115,610 0.47% 13,712 $78,852 下落 ×6
IWC iShares Trust $1,954,191 0.44% 9,769 $368,944 下落 ×3
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $1,759,020 0.39% 35,019 $-6,877 下落 ×3
NYF iShares Trust $1,734,879 0.39% 32,184 $-7,457 下落 ×4
DFSI Dimensional ETF Trust $1,581,380 0.35% 35,064 $110,996 上昇 ×3
VCEB VANGUARD WORLD FUND $1,346,892 0.30% 21,461 $-259,168 下落 ×1
SPY SPY $1,331,433 0.30% 1,783 $106,450 下落 ×5
LIN Linde plc - Ordinary Shares $1,330,585 0.30% 2,564 $-125,462 下落 ×1
UPS United Parcel Service, Inc. Common Stock $1,306,340 0.29% 12,152 $88,199 下落 ×1
NVDA NVIDIA Corporation - Common Stock $1,226,047 0.27% 6,127 $156,243 下落 ×1
VGSR Vert Global Sustainable Real Estate ETF $1,171,508 0.26% 102,899 $101,093 下落 ×2
VBR VANGUARD INDEX FUNDS $1,106,331 0.25% 4,553 $105,117 下落 ×6
REET iShares Trust $1,091,119 0.24% 39,505 $82,994 下落 ×3
DFIV Dimensional ETF Trust $1,074,974 0.24% 19,900 $21,649 下落 ×3
AVDV AMERICAN CENTURY ETF TRUST $1,033,848 0.23% 10,032 $42,157 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $938,867 0.21% 2,627 $186,743 上昇 ×2
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $881,190 0.20% 35,262 $7,757 上昇 ×3
MSFT Microsoft Corporation - Common Stock $836,382 0.19% 2,242 $6,465
DFSB Dimensional ETF Trust $801,644 0.18% 15,384 $281,179 上昇 ×4
ESGD iShares ESG Aware MSCI EAFE ETF $786,599 0.18% 7,651 $36,651 下落 ×1
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $762,594 0.17% 1,524 $-186,222 下落 ×4
ILTB iShares Trust $739,453 0.17% 15,014 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $710,900 0.16% 2,172 $49,977 下落 ×3
DFGX Dimensional Global ex US Core Fixed Income ETF $695,768 0.16% 12,982 $310,152 上昇 ×2
AMZN Amazon.com, Inc. - Common Stock $689,994 0.15% 2,895 $86,844 下落 ×1
IVV iShares Trust $667,680 0.15% 892 $85,304
AVLV AMERICAN CENTURY ETF TRUST $661,855 0.15% 7,256 $95,099 上昇 ×1
VONG Vanguard Russell 1000 Growth ETF $580,130 0.13% 4,539 $78,408 下落 ×1
NEE NextEra Energy, Inc. Common Stock $569,942 0.13% 6,494 $-33,182
ESGV VANGUARD WORLD FUND $558,732 0.12% 4,225 $84,376
ITOT iShares Trust $544,996 0.12% 3,318 $72,671 上昇 ×6
LLY Eli Lilly and Company Common Stock $535,971 0.12% 447 $124,968
AVSE AMERICAN CENTURY ETF TRUST $505,221 0.11% 6,174 $94,328 上昇 ×3
SUSC iShares ESG Aware USD Corporate Bond ETF $473,400 0.11% 20,448
META Meta Platforms, Inc. - Class A Common Stock $451,759 0.10% 802 $-13,955 下落 ×1
DFSE Dimensional ETF Trust $425,971 0.10% 8,715 $60,710 上昇 ×1
MTB M&T Bank Corporation Common Stock $402,847 0.09% 1,693 $53,028 上昇 ×3
NOC Northrop Grumman Corporation Common Stock $390,641 0.09% 767 $-132,637
XOM Exxon Mobil Corporation Common Stock $372,015 0.08% 2,721 $-89,630
ESGU iShares ESG Aware MSCI USA ETF $358,601 0.08% 2,191 $48,750
VSGX VANGUARD WORLD FUND $326,438 0.07% 3,965 $42,064
GOOG Alphabet Inc. - Class C Capital Stock $318,704 0.07% 902 $-18,357 下落 ×1
GE GE Aerospace Common Stock $316,549 0.07% 847 $76,196
VIG VANGUARD SPECIALIZED FUNDS $290,569 0.06% 1,228 $26,475
IAGG iShares Trust $288,420 0.06% 5,700 $3,192
DFNM Dimensional ETF Trust $279,135 0.06% 5,775 $2,339
TSLA Tesla, Inc. - Common Stock $270,025 0.06% 642 $31,361
QQQ Invesco QQQ Trust, Series 1 $266,787 0.06% 362
NFLX Netflix, Inc. - Common Stock $265,608 0.06% 3,720 $-92,070
HD Home Depot, Inc. (The) Common Stock $262,746 0.06% 745 $16,222 下落 ×2
GEV GE Vernova Inc. Common Stock $260,819 0.06% 222 上昇 ×1
MOG-A (として提出 MOGA) Moog Inc. Class A $247,946 0.06% 585 上昇 ×1
VNQ VANGUARD SPECIALIZED FUNDS $244,040 0.05% 2,531 $-2,612 下落 ×5
GNMA iShares GNMA Bond ETF $243,442 0.05% 5,504 $-550
VTEB VANGUARD MUNICIPAL BOND FUNDS $241,317 0.05% 4,771 $3,292
VOE VANGUARD INDEX FUNDS $234,455 0.05% 1,187 $15,885 上昇 ×1
VTES VANGUARD WELLINGTON FUND $232,203 0.05% 2,292 $390
VONV Vanguard Russell 1000 Value ETF $229,842 0.05% 2,162 $27,176
CVX Chevron Corporation Common Stock $215,836 0.05% 1,302 $-52,222 上昇 ×1
FTNY Franklin New York Municipal Income ETF $120,842 0.03% 15,162 $2,578

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 $64,523,357 14.42% 3倍増
VEA $34,606,521 7.73% 6倍増
VGSH $31,015,454 6.93% 4倍増
BSV $18,533,169 4.14% 6倍増
DUHP $18,175,918 4.06% 6倍増
DFGR $17,906,845 4.00% 6倍増
DFEM $16,428,402 3.67% 6倍増
VUG $15,238,801 3.41% 6倍増
DFIP $14,960,097 3.34% 6倍増
VCSH $14,893,117 3.33% 6倍増
VMBS $13,446,387 3.00% 6倍増
VTV $12,937,052 2.89% 6倍増
BNDX $12,396,568 2.77% 6倍増
DFLV $11,953,897 2.67% 6倍増
DFIS $10,038,740 2.24% 6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
ILTB $739,453 15,014 0.17%
SUSC $473,400 20,448 0.11%
QQQ $266,787 362 0.06%
GEV $260,819 222 0.06%
MOG-A (として提出 MOGA) $247,946 585 0.06%

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 +2K +$9.7M
VEA 買い増し +34K +$5.7M
VUG 買い増し +153K +$4.6M
DFEM 買い増し +17K +$3.0M
VTV 買い増し +8K +$2.8M
DUHP 買い増し +16K +$2.8M
DFGR 買い増し +36K +$2.4M
BNDX 買い増し +42K +$2.1M
DFLV 買い増し +12K +$1.6M
LRCX 価格変動のみ +0 +$1.5M

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
AGG 2026年3月31日 7,570 $756,092
QQQ 2026年3月31日 1,034 $635,123 29.0%
SCHJ 2025年12月31日 17,685 $441,152 -3.0%
MOG-B (として提出 MOGB) 2025年6月30日 2,158 $370,291 追跡終了
MA 2026年3月31日 609 $347,512 10.5%
IBM 2026年3月31日 818 $242,365 -8.1%
SUSC 2026年3月31日 9,195 $215,022
BA 2026年6月30日 1,074 $213,758 -10.6%
GBTC 2026年6月30日 4,041 $213,203 43.0%