توزيع القطاعات

04
Technology 1,3%
Financials 1,1%
Communication Services 0,9%
Retail 0,5%
Healthcare 0,2%
Industrials 0,2%
أخرى/غير معينة 95,8%

المحفظة الكاملة 54 المراكز

05
النوع فترة متتالية اتجاه 8 أرباع
SCHO SCHWAB STRATEGIC TRUST $16171239 11,07% 669894 $1655760 صعود ×2
SPDW State Street SPDR Portfolio Developed World ex-US ETF $15553451 10,65% 308661 $2713966 صعود ×2
ITOT iShares Trust $14886387 10,19% 90621 $2993014 صعود ×2
TBLL Invesco Short Term Treasury ETF $12872257 8,81% 121931 $992463 صعود ×2
VBR Vanguard Morningstar Small-Cap Value ETF $8429653 5,77% 34691 $1323135 صعود ×2
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $7958436 5,45% 151850 $966401 صعود ×2
VBK Vanguard Morningstar Small-Cap Growth ETF $7162126 4,90% 19585 $1543451 صعود ×1
VWO Vanguard FTSE Emerging Markets ETF $6316277 4,33% 105818 $1070999 صعود ×1
SGOL abrdn Physical Gold Shares ETF $5600122 3,83% 146485 $170894 صعود ×2
SPYV State Street SPDR Portfolio S&P 500 Value ETF $5445727 3,73% 89583 $922570 صعود ×2
VTI Vanguard Morningstar Total Stock Market ETF $5159468 3,53% 13943 $722987 صعود ×2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $4585159 3,14% 38534 $901290 صعود ×2
VEA Vanguard FTSE Developed Markets ETF $2996846 2,05% 42061 $261719 هبوط ×2
VCSH Vanguard Short-Term Corporate Bond ETF $2780354 1,90% 35181 $-16371 هبوط ×1
SCHF SCHWAB STRATEGIC TRUST $2419290 1,66% 87339 $226465 هبوط ×2
SCHB SCHWAB STRATEGIC TRUST $2295659 1,57% 79270 $289742 هبوط ×1
IEMG iShares, Inc. $2171797 1,49% 26217 $333203 هبوط ×1
IAU iShares Gold Trust Shares $2109825 1,44% 27941 $-355217 هبوط ×2
SCHV SCHWAB STRATEGIC TRUST $1997154 1,37% 57373 $227086 هبوط ×2
AAPL Apple Inc. - Common Stock $1888074 1,29% 6525 $-433343 هبوط ×1
SLYG SPDR SERIES TRUST $1418752 0,97% 11909 $258167 هبوط ×1
VGT Vanguard Information Tech ETF $1074724 0,74% 8992 $290487 صعود ×1
SHY iShares 1-3 Year Treasury Bond ETF $995994 0,68% 12130 $287461 صعود ×1
SCHG SCHWAB STRATEGIC TRUST $992751 0,68% 29337 $115717 هبوط ×1
SLYV SPDR SERIES TRUST $884991 0,61% 8111 $99410 هبوط ×2
VTV Vanguard Morningstar Value ETF $838595 0,57% 3848 $83029 هبوط ×1
VTWV Vanguard Russell 2000 Value ETF $706125 0,48% 3613 $101959
V Visa Inc. $687209 0,47% 2003 $81822
GOOGL Alphabet Inc. - Class A Common Stock $677931 0,46% 1897 $132430
GOOG Alphabet Inc. - Class C Capital Stock $654367 0,45% 1852 $123102
SPY SPY $652677 0,45% 874 $84280
SCHH SCHWAB STRATEGIC TRUST $573885 0,39% 24235 $53075
MA Mastercard Incorporated Common Stock $528494 0,36% 1029 $14344
XLI SELECT SECTOR SPDR TRUST $440292 0,30% 2377 $55860
VUG Vanguard Morningstar Growth ETF $409940 0,28% 4759 $668 صعود ×1
XLY XLY $393123 0,27% 3352 $27822
XLK SELECT SECTOR SPDR TRUST $391519 0,27% 2055 $109106 هبوط ×1
SPEM State Street SPDR Portfolio Emerging Markets ETF $383793 0,26% 7412 $33985 هبوط ×1
ITM VanEck ETF Trust $354868 0,24% 7552 $4229
XLV SELECT SECTOR SPDR TRUST $354764 0,24% 2236 $26944
MUB iShares Trust $346214 0,24% 3217 $4729
RSP Invesco Exchange-Traded Fund Trust $323198 0,22% 1519 $31672
XLU XLU $301602 0,21% 6652 $-3658
VOX Vanguard Communication Services ETF $300758 0,21% 1635 $6720
EFG iShares Trust $290023 0,20% 2331 $30420
AZO AutoZone, Inc. Common Stock $284439 0,19% 89 $-16183
IWO iShares Russell 2000 Growth Fund $275378 0,19% 699 $53514 هبوط ×2
JNJ Johnson & Johnson Common Stock $274796 0,19% 1082 $10312
FAST Fastenal Company - Common Stock $273483 0,19% 5694 $9281
XLP XLP $249210 0,17% 3000 $3270
BRK-B (تم الإيداع باسم BRKB) Berkshire Hathaway Inc. Class B $226677 0,16% 453 $23975 صعود ×1
HD Home Depot, Inc. (The) Common Stock $226421 0,16% 642 $15274
CB Chubb Limited Common Stock $223525 0,15% 656 $9715
TJX TJX Companies, Inc. (The) Common Stock $217100 0,15% 1433 $-11750

أكبر التحركات (ربع سنوي)

10
الأمانالإجراءالأسهم Δالقيمة Δ
ITOT تم الشراء أكثر +7K +$3.0M
SPDW تم الشراء أكثر +27K +$2.7M
SCHO تم الشراء أكثر +72K +$1.7M
VBK تم الشراء أكثر +996 +$1.5M
VBR تم الشراء أكثر +2K +$1.3M
VWO تم الشراء أكثر +9K +$1.1M
TBLL تم الشراء أكثر +9K +$992K
IGSB تم الشراء أكثر +19K +$966K
SPYV تم الشراء أكثر +10K +$923K
SPYG تم الشراء أكثر +909 +$901K