Vertex Investment Solutions Co., Ltd. Diversified Active

Location: Chiyoda-Ku, Japan

CIK: 0002092214 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 30, 2026

Total Value: $86.53M (100.0% shares, 0.0% debt)

Holdings (25)

VGSH VANGUARD SCOTTSDALE FDS 27.3%
Value $23.62M Shares 403,700 Est. Cost $58.61 Unrealized
IGSB ISHARES TR 14.0%
Value $12.07M Shares 229,800 Est. Cost $52.93 Unrealized
XLK SELECT SECTOR SPDR TR 6.9%
Value $5.936M Shares 46,100 Est. Cost $145.39 Unrealized
TIP ISHARES TR 5.9%
Value $5.109M Shares 46,300 Est. Cost $110.15 Unrealized
XLC SELECT SECTOR SPDR TR 5.8%
Value $5.013M Shares 46,100 Est. Cost $111.80 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 5.6%
Value $4.855M Shares 81,700 Est. Cost $59.56 Unrealized
BNDX VANGUARD CHARLOTTE FDS 5.3%
Value $4.603M Shares 95,900 Est. Cost $48.37 Unrealized
LQD ISHARES TR 5.0%
Value $4.343M Shares 40,100 Est. Cost $110.79 Unrealized
XLE SELECT SECTOR SPDR TR 4.0%
Value $3.483M Shares 56,400 Est. Cost $58.44 Unrealized
EMB ISHARES TR 2.9%
Value $2.486M Shares 26,700 Est. Cost $96.59 Unrealized
VNQ VANGUARD INDEX FDS 2.7%
Value $2.344M Shares 26,836 Est. Cost $89.04 Unrealized
XLY SELECT SECTOR SPDR TR 1.9%
Value $1.683M Shares 15,800 Est. Cost $120.85 Unrealized
USHY ISHARES TR 1.9%
Value $1.642M Shares 45,000 Est. Cost $36.48 Unrealized
XLF SELECT SECTOR SPDR TR 1.8%
Value $1.526M Shares 31,400 Est. Cost $55.32 Unrealized
XSD SPDR SERIES TRUST 1.6%
Value $1.387M Shares 4,400 Est. Cost $315.17 Unrealized
EWC ISHARES INC 1.4%
Value $1.231M Shares 22,900 Est. Cost $53.77 Unrealized
XLP SELECT SECTOR SPDR TR 1.3%
Value $1.155M Shares 14,100 Est. Cost $79.16 Unrealized
HYG ISHARES TR 1.3%
Value $1.088M Shares 13,800 Est. Cost $80.63 Unrealized
EDEN ISHARES TR 0.8%
Value $704K Shares 6,900 Est. Cost $102.06 Unrealized
EWH ISHARES INC 0.5%
Value $425K Shares 19,000 Est. Cost $22.38 Unrealized
EWP ISHARES INC 0.5%
Value $418K Shares 8,000 Est. Cost $53.80 Unrealized
EWU ISHARES TR 0.5%
Value $409K Shares 9,200 Est. Cost $44.02 Unrealized
EWN ISHARES INC 0.5%
Value $404K Shares 7,300 Est. Cost $57.00 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $303K Shares 1,900 Est. Cost $159.30 Unrealized
KIE SPDR SERIES TRUST 0.3%
Value $290K Shares 5,300 Est. Cost $54.70 Unrealized