توزيع القطاعات

04
Financials 4,8%
Technology 4,7%
Retail 4,4%
Communication Services 1,7%
Industrials 1,4%
Energy 1,1%
Healthcare 0,9%
Real Estate 0,3%
Consumer products 0,2%
أخرى/غير معينة 80,6%

المحفظة الكاملة 137 المراكز

05
النوع فترة متتالية اتجاه 8 أرباع
IVV iShares Trust $16484020 12,63% 29336 صعود ×1
SPY SPY $5098603 3,91% 9115 صعود ×1
VTI VANGUARD INDEX FUNDS $3525136 2,70% 12826 صعود ×1
GOVT iShares Trust $3067455 2,35% 133455 صعود ×1
GLD SPDR Gold Shares $2826365 2,17% 9809 صعود ×1
SCHD SCHWAB STRATEGIC TRUST $2821397 2,16% 100908 صعود ×1
VB VANGUARD INDEX FUNDS $2676223 2,05% 12069 صعود ×1
JCPB J.P. Morgan Exchange-Traded Fund Trust $2301432 1,76% 48925 صعود ×1
EFA iShares Trust $2270085 1,74% 27775 صعود ×1
HELO J.P. Morgan Exchange-Traded Fund Trust $2159282 1,65% 36181 صعود ×1
AAPL Apple Inc. - Common Stock $2040072 1,56% 9184 صعود ×1
VYM VANGUARD WHITEHALL FUNDS $1991474 1,53% 15443 صعود ×1
LQD iShares Trust $1954387 1,50% 17981 صعود ×1
BRK-B (تم الإيداع باسم BRKB) Berkshire Hathaway Inc. Class B $1880007 1,44% 3530 صعود ×1
MBB iShares MBS ETF $1759309 1,35% 18760 صعود ×1
VXUS Vanguard Total International Stock ETF $1670779 1,28% 26905 صعود ×1
QQQ Invesco QQQ Trust, Series 1 $1668292 1,28% 3558 صعود ×1
JEPI J.P. Morgan Exchange-Traded Fund Trust $1627706 1,25% 28486 صعود ×1
V Visa Inc. $1557601 1,19% 4444 صعود ×1
MSFT Microsoft Corporation - Common Stock $1538780 1,18% 4099 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $1514089 1,16% 7958 صعود ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1395862 1,07% 26654 صعود ×1
WMT Walmart Inc. - Common Stock $1391259 1,07% 15848 صعود ×1
IEFA iShares Trust $1374754 1,05% 18173 صعود ×1
NVDA NVIDIA Corporation - Common Stock $1357158 1,04% 12522 صعود ×1
SCHZ SCHWAB STRATEGIC TRUST $1319919 1,01% 56991 صعود ×1
ITOT iShares Trust $1308529 1,00% 10725 صعود ×1
VO VANGUARD INDEX FUNDS $1304048 1,00% 5042 صعود ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1291740 0,99% 15799 صعود ×1
IJH iShares Trust $1290427 0,99% 22115 صعود ×1
BACPRL CUSIP: 060505682 $1279075 0,98% 1036 صعود ×1
VNQ VANGUARD SPECIALIZED FUNDS $1220624 0,94% 13482 صعود ×1
IWM iShares Trust $1210754 0,93% 6069 صعود ×1
COST Costco Wholesale Corporation - Common Stock $1197749 0,92% 1266 صعود ×1
RSP Invesco Exchange-Traded Fund Trust $1063805 0,82% 6141 صعود ×1
IUSG iShares Core S&P U.S. Growth ETF $1054942 0,81% 8301 صعود ×1
GDX VanEck ETF Trust $1036989 0,79% 22558 صعود ×1
SPIB SPDR SERIES TRUST $1010373 0,77% 30396 صعود ×1
VBR VANGUARD INDEX FUNDS $999672 0,77% 5366 صعود ×1
IJR iShares Trust $992061 0,76% 9487 صعود ×1
BND Vanguard Total Bond Market ETF $978233 0,75% 13318 صعود ×1
HD Home Depot, Inc. (The) Common Stock $964918 0,74% 2633 صعود ×1
BSCR Invesco BulletShares 2027 Corporate Bond ETF $934437 0,72% 47700 صعود ×1
QUAL iShares Trust $921816 0,71% 5394 صعود ×1
XLV SELECT SECTOR SPDR TRUST $855990 0,66% 5863 صعود ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $843458 0,65% 16289 صعود ×1
BSCQ Invesco BulletShares 2026 Corporate Bond ETF $832359 0,64% 42729 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $822100 0,63% 1426 صعود ×1
BSCU Invesco BulletShares 2030 Corporate Bond ETF $783259 0,60% 47213 صعود ×1
WFCPRL CUSIP: 949746804 $770912 0,59% 642 صعود ×1
SCHF SCHWAB STRATEGIC TRUST $758763 0,58% 38360 صعود ×1
BSCP Invesco BulletShares 2025 Corporate Bond ETF $753078 0,58% 36416 صعود ×1
IEMG iShares, Inc. $720380 0,55% 13348 صعود ×1
BSCS Invesco BulletShares 2028 Corporate Bond ETF $694247 0,53% 34115 صعود ×1
TMUS T-Mobile US, Inc. - Common Stock $690906 0,53% 2590 صعود ×1
AVGO Broadcom Inc. - Common Stock $687974 0,53% 4109 صعود ×1
BX Blackstone Inc. Common Stock $683084 0,52% 4887 صعود ×1
IUSV iShares Core S&P U.S. Value ETF $679114 0,52% 7358 صعود ×1
SPYV SPDR SERIES TRUST $678529 0,52% 13286 صعود ×1
JPST J.P. Morgan Exchange-Traded Fund Trust $673379 0,52% 13300 صعود ×1
BSV VANGUARD BOND INDEX FUNDS $666737 0,51% 8517 صعود ×1
SYK Stryker Corporation Common Stock $658952 0,50% 1770 صعود ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $652040 0,50% 9915 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $601199 0,46% 2451 صعود ×1
BIL SPDR SERIES TRUST $599272 0,46% 6533 صعود ×1
IUSB iShares Core Universal USD Bond ETF $593603 0,45% 12882 صعود ×1
VBK VANGUARD INDEX FUNDS $570367 0,44% 2265 صعود ×1
SCHJ SCHWAB STRATEGIC TRUST $567662 0,43% 23038 صعود ×1
FTEC FIDELITY COVINGTON TRUST $567206 0,43% 3517 صعود ×1
VCSH Vanguard Short-Term Corporate Bond ETF $559728 0,43% 7091 صعود ×1
SMOT VanEck ETF Trust $557408 0,43% 16999 صعود ×1
BSCW Invesco BulletShares 2032 Corporate Bond ETF $552348 0,42% 27116 صعود ×1
BSCV Invesco BulletShares 2031 Corporate Bond ETF $549254 0,42% 33676 صعود ×1
COWZ Pacer Funds Trust $546340 0,42% 9977 صعود ×1
XOM Exxon Mobil Corporation Common Stock $530661 0,41% 4462 صعود ×1
SPDW SPDR INDEX SHARES FUNDS $524001 0,40% 14392 صعود ×1
PFF iShares Preferred and Income Securities ETF $508972 0,39% 16563 صعود ×1
VTV VANGUARD INDEX FUNDS $495006 0,38% 2866 صعود ×1
GOOGL Alphabet Inc. - Class A Common Stock $491967 0,38% 3181 صعود ×1
RTX RTX Corporation Common Stock $490767 0,38% 3705 صعود ×1
SCHO SCHWAB STRATEGIC TRUST $469762 0,36% 19300 صعود ×1
BSCT Invesco BulletShares 2029 Corporate Bond ETF $466416 0,36% 25171 صعود ×1
SPTI SPDR SERIES TRUST $463139 0,35% 16205 صعود ×1
XLE SELECT SECTOR SPDR TRUST $456888 0,35% 4889 صعود ×1
IVE iShares Trust $449769 0,34% 2360 صعود ×1
PLD Prologis, Inc. Common Stock $423523 0,32% 3789 صعود ×1
JBND J.P. Morgan Exchange-Traded Fund Trust $420186 0,32% 7851 صعود ×1
LQDW iShares Trust $416155 0,32% 15830 صعود ×1
DSI iShares Trust $405134 0,31% 3956 صعود ×1
HON Honeywell International Inc. - Common Stock $398148 0,31% 1880 صعود ×1
CVX Chevron Corporation Common Stock $398103 0,31% 2380 صعود ×1
UPS United Parcel Service, Inc. Common Stock $396692 0,30% 3607 صعود ×1
IQLT iShares Trust $395678 0,30% 9969 صعود ×1
IWF iShares Trust $393533 0,30% 1090 صعود ×1
IBIT iShares Bitcoin Trust ETF $388055 0,30% 8290 صعود ×1
XLF SELECT SECTOR SPDR TRUST $387012 0,30% 7770 صعود ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $382759 0,29% 701 صعود ×1
JQUA J.P. Morgan Exchange-Traded Fund Trust $372702 0,29% 6600 صعود ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $370333 0,28% 8182 صعود ×1
TLT iShares 20+ Year Treasury Bond ETF $358931 0,28% 3943 صعود ×1

أكبر الرهانات الجديدة

09

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمانالقيمةالأسهم% من المحفظة
IVV $16484020 29336 12,63%
SPY $5098603 9115 3,91%
VTI $3525136 12826 2,70%
GOVT $3067455 133455 2,35%
GLD $2826365 9809 2,17%
SCHD $2821397 100908 2,16%
VB $2676223 12069 2,05%
JCPB $2301432 48925 1,76%
EFA $2270085 27775 1,74%
HELO $2159282 36181 1,65%
AAPL $2040072 9184 1,56%
VYM $1991474 15443 1,53%
LQD $1954387 17981 1,50%
BRK-B (تم الإيداع باسم BRKB) $1880007 3530 1,44%
MBB $1759309 18760 1,35%