セクター別内訳

04
Technology 1.5%
Communication Services 1.1%
Retail 0.7%
Financials 0.6%
Industrials 0.3%
Healthcare 0.2%
Energy 0.1%
Consumer Discretionary 0.1%
その他/マッピングなし 95.5%

ポートフォリオ全体 109 ポジション

05
タイプ 連続 8四半期トレンド
USFR WisdomTree Trust $21,338,683 6.61% 423,807 $6,506,253 上昇 ×1
VTI VANGUARD INDEX FUNDS $16,610,725 5.15% 44,889 $2,304,844 上昇 ×2
XLI SELECT SECTOR SPDR TRUST $11,469,626 3.55% 61,921 $995,021 下落 ×5
JPST J.P. Morgan Exchange-Traded Fund Trust $10,618,133 3.29% 209,969 $3,468,762 上昇 ×4
VCSH Vanguard Short-Term Corporate Bond ETF $9,979,908 3.09% 126,280 $1,132,187 上昇 ×6
XLK SELECT SECTOR SPDR TRUST $9,006,833 2.79% 47,275 $2,520,383 下落 ×1
VTV VANGUARD INDEX FUNDS $8,758,171 2.71% 40,188 $853,077 下落 ×1
VOE VANGUARD INDEX FUNDS $8,630,575 2.67% 43,677 $107,072 下落 ×1
XLF SELECT SECTOR SPDR TRUST $8,558,461 2.65% 159,643 $958,394 上昇 ×6
SOXX iShares Trust $8,346,540 2.59% 13,026 $3,441,289 下落 ×1
DXJ WisdomTree Trust $7,736,909 2.40% 44,588 $361,670 下落 ×6
SJNK SPDR SERIES TRUST $7,525,270 2.33% 300,650 $506,939 上昇 ×6
XLP XLP $7,504,046 2.33% 90,334 $-1,153,861 下落 ×5
VHT VANGUARD WORLD FUND $7,382,258 2.29% 24,689 $721,066 上昇 ×1
EWU iShares Trust $7,043,133 2.18% 152,647 $181,250 上昇 ×5
HEDJ WisdomTree Trust $6,499,368 2.01% 114,024 $591,089 上昇 ×4
XLC SELECT SECTOR SPDR TRUST $6,462,939 2.00% 60,328 $-302,625 下落 ×1
VIS VANGUARD WORLD FUND $6,383,051 1.98% 17,712 $351,272 下落 ×5
VBR VANGUARD INDEX FUNDS $6,206,451 1.92% 25,542 $707,418 上昇 ×2
AGG iShares Trust $6,200,899 1.92% 62,648 $133,020 上昇 ×6
XLV SELECT SECTOR SPDR TRUST $5,755,392 1.78% 36,275 $389,906 下落 ×4
VGT VANGUARD WORLD FUND $5,309,556 1.65% 44,424 $1,220,219 上昇 ×1
VOX VANGUARD WORLD FUND $4,924,158 1.53% 26,769 $90,958 下落 ×6
XLY XLY $4,865,361 1.51% 41,485 $299,752 下落 ×1
QQQ Invesco QQQ Trust, Series 1 $4,837,412 1.50% 6,569 $-178,283 下落 ×2
BNDX Vanguard Total International Bond ETF $4,557,021 1.41% 94,095 $91,254 上昇 ×6
VDC VANGUARD WORLD FUND $4,293,781 1.33% 19,042 $-368,932 下落 ×5
VGK VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $3,997,404 1.24% 45,148 $54,118 下落 ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $3,933,788 1.22% 40,790 $201,104 上昇 ×3
XLB XLB $3,867,452 1.20% 76,086 $25,109 下落 ×1
SPY SPY $3,777,163 1.17% 5,058 $-2,887,521 下落 ×1
VFH VANGUARD WORLD FUND $3,590,574 1.11% 27,284 $408,559 上昇 ×4
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $3,384,648 1.05% 67,383 $49,337 上昇 ×4
VCR VANGUARD WORLD FUND $3,374,755 1.05% 8,509 $509,336 上昇 ×6
XSD SPDR SERIES TRUST $3,174,633 0.98% 5,090 $1,465,764 下落 ×3
IGV iShares Trust $3,136,300 0.97% 34,617 $-81,310 下落 ×1
AGGY WisdomTree Trust $3,104,081 0.96% 71,391 $168,078 上昇 ×2
AAPL Apple Inc. - Common Stock $3,042,909 0.94% 10,516 $361,110 下落 ×4
PFF iShares Preferred and Income Securities ETF $2,736,935 0.85% 89,765 $22,840 上昇 ×3
EPP iShares, Inc. $2,471,743 0.77% 46,409 $-119,045 下落 ×1
ILF iShares Trust $2,391,323 0.74% 70,854 $-90,957 上昇 ×5
VAW VANGUARD WORLD FUND $2,360,427 0.73% 10,317 $87,422 上昇 ×1
SPSB SPDR SERIES TRUST $2,293,034 0.71% 76,409 $114,493 上昇 ×6
LQD iShares Trust $2,216,302 0.69% 20,320 $27,238 上昇 ×4
STIP iShares Trust $2,214,012 0.69% 21,672 $319,795 上昇 ×1
EPI WisdomTree Trust $2,150,080 0.67% 50,259 $72,177 下落 ×1
SPTM SPDR SERIES TRUST $2,085,355 0.65% 22,969 $220,646 下落 ×3
PCY Invesco Exchange-Traded Fund Trust II $2,057,833 0.64% 95,050 $68,989 下落 ×3
VPU VANGUARD WORLD FUND $1,888,990 0.59% 9,651 $90,275 上昇 ×2
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $1,797,022 0.56% 3,440 $203,648
COST Costco Wholesale Corporation - Common Stock $1,750,264 0.54% 1,871 $359,248 上昇 ×1
ANET Arista Networks, Inc. Common Stock $1,698,460 0.53% 9,998 $470,906
XLU XLU $1,547,409 0.48% 34,129 $116,100 上昇 ×1
IEUR iShares Trust $1,533,092 0.48% 20,395 $84,125 下落 ×2
BRK-A (として提出 BRKA) Berkshire Hathaway Inc. Class A $1,497,700 0.46% 2 $61,420
DJP iPath Bloomberg Commodity Index Total Return ETN $1,422,018 0.44% 32,533 $-287,337 下落 ×2
EWH iShares, Inc. $1,309,110 0.41% 62,577 $-137,986 下落 ×5
XLE SELECT SECTOR SPDR TRUST $1,268,267 0.39% 23,880 $-29,833 上昇 ×3
DTD WisdomTree Trust $1,253,237 0.39% 13,440 $92,559
MSFT Microsoft Corporation - Common Stock $1,231,339 0.38% 3,301 $337,378 上昇 ×1
DLS WisdomTree Trust $1,214,368 0.38% 14,493 $-76,592 下落 ×6
SPIB SPDR SERIES TRUST $1,145,637 0.35% 34,239 $18,391 上昇 ×4
META Meta Platforms, Inc. - Class A Common Stock $1,106,302 0.34% 1,964 $-21,938 下落 ×6
GLW Corning Incorporated Common Stock $1,091,452 0.34% 4,273 $585,236 上昇 ×1
VPL VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $1,068,166 0.33% 9,233 $129,665 下落 ×1
VDE VANGUARD WORLD FUND $1,063,221 0.33% 7,082 $-562,836 下落 ×6
AGZ iShares Trust $1,023,921 0.32% 9,370 $-1,319 上昇 ×1
XBI SPDR SERIES TRUST $991,595 0.31% 6,266 $124,436 下落 ×2
IBB iShares Trust $969,778 0.30% 5,099 $107,123 下落 ×4
IAU iShares Gold Trust Shares $807,126 0.25% 10,689 $-321,763 下落 ×5
ESGD iShares ESG Aware MSCI EAFE ETF $778,477 0.24% 7,572 $80,260 上昇 ×1
MDYV SPDR SERIES TRUST $777,296 0.24% 8,195 $-82,293 下落 ×1
SPAB SPDR SERIES TRUST $713,284 0.22% 27,950 $-18,423 下落 ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $678,675 0.21% 11,370 $77,909 上昇 ×2
JNK SPDR SERIES TRUST $662,255 0.21% 6,872 $4,946 上昇 ×4
SUSA iShares Trust $655,312 0.20% 4,247 $99,171 上昇 ×1
GILD Gilead Sciences, Inc. - Common Stock $627,783 0.19% 4,969 $-64,747
AMZN Amazon.com, Inc. - Common Stock $548,420 0.17% 2,301 $69,191
IXUS iShares Core MSCI Total International Stock ETF $547,444 0.17% 5,736 $57,235 上昇 ×1
DES WisdomTree Trust $523,145 0.16% 12,860 $60,957
IAGG iShares Trust $480,649 0.15% 9,499 $15,827 上昇 ×2
EWZ iShares, Inc. $480,413 0.15% 13,925 $-54,168
XSW SPDR SERIES TRUST $442,405 0.14% 2,575 $225,412 上昇 ×1
GOOG Alphabet Inc. - Class C Capital Stock $423,996 0.13% 1,200 $79,764
INDA iShares Trust $422,038 0.13% 8,545 $103,994 上昇 ×2
IWD iShares Trust $417,949 0.13% 1,724 $170,305 上昇 ×1
IWF iShares Trust $379,960 0.12% 3,060 $175,288 上昇 ×1
ESGE iShares ESG Aware MSCI EM ETF $374,408 0.12% 6,846 $62,438 下落 ×1
VEA VANGUARD TAX-MANAGED FUNDS $363,375 0.11% 5,100 $43,616 上昇 ×1
EEMA iShares MSCI Emerging Markets Asia ETF $350,880 0.11% 3,000 $63,675
SPYV SPDR SERIES TRUST $328,205 0.10% 5,399 $8,585 下落 ×4
GXC SPDR INDEX SHARES FUNDS $326,180 0.10% 3,770 $-20,226 上昇 ×1
VNQ VANGUARD SPECIALIZED FUNDS $326,126 0.10% 3,382 $31,908 上昇 ×1
VUG VANGUARD INDEX FUNDS $312,688 0.10% 3,630 $-191,368 上昇 ×1
XOM Exxon Mobil Corporation Common Stock $302,835 0.09% 2,215
MBB iShares MBS ETF $298,211 0.09% 3,155 $-1,831 下落 ×1
AVUV AMERICAN CENTURY ETF TRUST $296,555 0.09% 2,377 $32,863 下落 ×1
IYH iShares Trust $293,169 0.09% 4,375 $23,494
BUFQ First Trust Exchange-Traded Fund VIII $289,734 0.09% 7,378 $29,143
GBTC Grayscale Bitcoin Trust (BTC) $288,142 0.09% 6,330 $-45,829

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
JPST $10,618,133 3.29% 4倍増
VCSH $9,979,908 3.09% 6倍増
XLF $8,558,461 2.65% 6倍増
SJNK $7,525,270 2.33% 6倍増
EWU $7,043,133 2.18% 5倍増
HEDJ $6,499,368 2.01% 4倍増
AGG $6,200,899 1.92% 6倍増
BNDX $4,557,021 1.41% 6倍増
EMB $3,933,788 1.22% 3倍増
VFH $3,590,574 1.11% 4倍増
VTIP $3,384,648 1.05% 4倍増
VCR $3,374,755 1.05% 6倍増
PFF $2,736,935 0.85% 3倍増
ILF $2,391,323 0.74% 5倍増
SPSB $2,293,034 0.71% 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
XOM $302,835 2,215 0.09%
GOOGL $224,786 629 0.07%

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
USFR 買い増し +129K +$6.5M
JPST 買い増し +69K +$3.5M
SOXX 削減 -2K +$3.4M
SPY 削減 -5K -$2.9M
XLK 削減 -2K +$2.5M
VTI 買い増し +296 +$2.3M
XSD 削減 -150 +$1.5M
VGT 買い増し +39K +$1.2M
XLP 削減 -15K -$1.2M
VCSH 買い増し +15K +$1.1M

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
GBTC 2025年6月30日 21,900 $1,427,223 -23.2%
NFLX 2025年9月30日 355 $456,125 -94.4%
GS 2025年6月30日 670 $366,014 27.5%
XOM 2025年9月30日 3,270 $363,134 45.5%
BAC 2025年9月30日 7,320 $356,557 4.2%
PSA 2025年9月30日 949 $281,948 -1.7%
FLOT 2025年12月31日 4,982 $254,505
CAT 2025年9月30日 600 $239,058 77.2%
CMF 2026年3月31日 4,020 $230,989
DEM 2025年9月30日 4,900 $225,057