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JAPAN SCIENCE & TECHNOLOGY AGENCY

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TOKYO M0
13F Summary
Japan Science & Technology Agency is based out of Tokyo. Their last reported 13F filing for Q4 2023 included $9,156,035,867 in managed 13F securities and a top 10 holdings concentration of 96.86%. Japan Science & Technology Agency's largest holding is VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND-ETF Shares with shares held of 23,272,184. Whalewisdom has at least 5 13F filings

2023-12-31

Top Buys (13F)

Name % Change
SCHD Schwab U.S. Dividend 0.81%
IVV iShares Core S&P 500 0.76%

2023-12-31

Top Sells (13F)

Name % Change
IGSB iShares 1-5 Year Inv 3.38%

2023-12-31

13F Holdings Summary

Name $ Change
VCIT VANGUARD INTERMEDIAT 20.66%
VCSH VANGUARD SHORT-TERM 19.99%
LQD iShares iBoxx $ Inve 16.69%
HYG iShares iBoxx USD Hi 8.78%
IGSB iShares 1-5 Year Inv 8.63%

2023-12-31

13F Activity

Market Value $9.16b, Prior: $8.85b
New Purchases 1 stocks
Added To 1 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 96.86%
Turnover %[1] 8.33%
Turnover Alt %[2] 1.21%
Time Held Top 20 3.3333 quarters
Time Held Top 10 3.4 quarters
Time Held All 3.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance