| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 12/17/1997 |
| ADV Location | TOKYO, Japan |
| Contact Info | 81- xxxxxxx |
| Websites |
| AUM* | 470,542,380,723 3% |
| of that, discretionary | 470,542,380,723 3% |
| Number of Employees | 950 3% |
| of those in investment advisory functions | 290 7% |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,271,327 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$2,436,154,148 | % Position6.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$2,152,760,707 | % Position6.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$1,940,754,882 | % Position5.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$1,277,810,971 | % Position3.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$1,030,916,675 | % Position3.00% | $ Change30.00% | # Change4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$1,110,907,268 | % Position3.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$811,363,181 | % Position2.00% | $ Change21.00% | # Change-1.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$604,432,702 | % Position2.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$781,363,502 | % Position2.00% | $ Change20.00% | # Change-2.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$585,515,440 | % Position2.00% | $ Change17.00% | # Change-2.00% |