account_balance
Investment manager · 13F filer · SEC CIK 1535128
SBI Okasan Asset Management Co.Ltd.
Reported value$3.18Bas of Sep 30, 2026
Positions316 24 new, 29 sold out
Top 10 weight88.1%VTI alone is 35%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Total Stock MKT ETF
34.7%Added +39%
BNDVanguard Total Bond Market
22.5%Added +48%
VNQVanguard Real Estate ETF
9.3%Added +284%
VEAVanguard Ftse Developed ETF
5.8%Added +36%
GLDMSPDR Gold Minishares Trust
4.7%Trimmed −77%
VWOVanguard Ftse Emerging Marke
3.9%Trimmed −14%
IYRiShares US Real Estate ETF
3.2%Added +4%
EMBiShares Jp Morgan Usd Emergi
2.9%Trimmed −45%
SOXX0.6%
GOOGL0.4%XLK0.4%
VTIVanguard Total Stock MKT ETF
34.7%Added +39%
BNDVanguard Total Bond Market
22.5%Added +48%
VNQ9.3%
VEA5.8%
GLDM4.7%VWO3.9%
IYR3.2%
EMB2.9%
NVDASOXX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Total Stock MKT ETF 34.7% Added +39%
BND Vanguard Total Bond Market 22.5% Added +48%
VNQ Vanguard Real Estate ETF 9.3% Added +284%
VEA Vanguard Ftse Developed ETF 5.8% Added +36%
GLDM SPDR Gold Minishares Trust 4.7% Trimmed −77%VWO Vanguard Ftse Emerging Marke 3.9% Trimmed −14%
IYR iShares US Real Estate ETF 3.2% Added +4%
EMB iShares Jp Morgan Usd Emergi 2.9% Trimmed −45%
NVDA Nvidia Corp 0.6% Trimmed −4%SOXX iShares Semiconductor ETF 0.6% Added +215%
GOOGL Alphabet Inc-cl A 0.4% Trimmed −4%XLK Ss Technology Select Sector 0.4% Added +125%
What changed