account_balance
Investment manager · 13F filer · SEC CIK 937760
Sumitomo Life Insurance Co
Reported value$6.24Bas of Sep 30, 2026
Positions294 6 new, 3 sold out
Top 10 weight74.5%SCHD alone is 31%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab Strategic Tr
31.0%
IVViShares Tr
22.7%
RDIVInvesco Exch Traded Fd Tr II
5.8%Added +45%
TIP3.0%
PBPInvesco Exchange Traded Fd T
2.3%
IVVWiShares Tr
2.2%
NVDANvidia Corporation
2.2%Trimmed −5%
AAPLApple Inc
1.9%
EMB1.8%
MSFT1.5%GOOGL1.3%XYLD1.1%
SCHDSchwab Strategic Tr
31.0%
IVViShares Tr
22.7%
RDIV5.8%
TIP3.0%
PBP2.3%
IVVW2.2%
NVDA2.2%AAPLEMB
MSFT1.5%GOOGLBoxes 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
SCHD Schwab Strategic Tr 31.0% Held
IVV iShares Tr 22.7% Held
RDIV Invesco Exch Traded Fd Tr II 5.8% Added +45%
TIP iShares Tr 3.0% Trimmed −8%
PBP Invesco Exchange Traded Fd T 2.3% Held
IVVW iShares Tr 2.2% Held
NVDA Nvidia Corporation 2.2% Trimmed −5%AAPL Apple Inc 1.9% HeldEMB iShares Tr 1.8% Added +41%
MSFT Microsoft Corp 1.5% Added +6%GOOGL Alphabet Inc 1.3% Trimmed −2%XYLD Global X FDS 1.1% Held
What changed