توزيع القطاعات

04
Technology 14,5%
Financials 9,4%
Communication Services 6,0%
Retail 3,8%
Healthcare 2,1%
Energy 1,8%
Industrials 1,2%
Consumer Discretionary 0,4%
أخرى/غير معينة 60,8%

المحفظة الكاملة 65 المراكز

05
النوع فترة متتالية اتجاه 8 أرباع
GLD SPDR Gold Shares $7990987 12,18% 27733 $6136755 صعود ×1
IVV iShares Trust $5942096 9,06% 10575 $-3292930 هبوط ×1
BRK-B (تم الإيداع باسم BRKB) Berkshire Hathaway Inc. Class B $4658477 7,10% 8747 $2028093 صعود ×1
QQQ Invesco QQQ Trust, Series 1 $3912744 5,97% 8344 $-1252873 هبوط ×1
NVDA NVIDIA Corporation - Common Stock $3102297 4,73% 28624 $-1543562 هبوط ×1
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $2829974 4,31% 6740 $-1738226 هبوط ×1
AAPL Apple Inc. - Common Stock $2718181 4,14% 12237 $-1265312 هبوط ×1
PAPR Innovator U.S. Equity Power Buffer ETF - April $2642798 4,03% 74111 صعود ×1
MSFT Microsoft Corporation - Common Stock $1977400 3,01% 5268 $-1165218 هبوط ×1
AMZN Amazon.com, Inc. - Common Stock $1860933 2,84% 9781 $-1004300 هبوط ×1
GOOGL Alphabet Inc. - Class A Common Stock $1608261 2,45% 10400 $-356160 صعود ×1
BIL SPDR SERIES TRUST $1500335 2,29% 16356 $-139700 هبوط ×1
META Meta Platforms, Inc. - Class A Common Stock $1331275 2,03% 2310 صعود ×1
SCHZ SCHWAB STRATEGIC TRUST $1280609 1,95% 55294 صعود ×1
XOM Exxon Mobil Corporation Common Stock $1212303 1,85% 10193 $-416523 هبوط ×1
SHV iShares 0-1 Year Treasury Bond ETF $1031879 1,57% 9342 $-11649 هبوط ×1
IUSB iShares Core Universal USD Bond ETF $1011364 1,54% 21948 صعود ×1
QQQM Invesco NASDAQ 100 ETF $893899 1,36% 4631 $-3074489 هبوط ×1
JPST JPMorgan Ultra-Short Income ETF $876203 1,34% 17306 $-23758 هبوط ×1
ROK Rockwell Automation, Inc. Common Stock $800203 1,22% 3097 $-84889
VGSH Vanguard Short-Term Treasury ETF $758979 1,16% 12932 $-4162 هبوط ×1
SUB iShares Short-Term National Muni Bond ETF $756413 1,15% 7163 $-24877 هبوط ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $753585 1,15% 11460 $62746 صعود ×1
UAUG Innovator U.S. Equity Ultra Buffer ETF - August $705382 1,08% 20375 $-84558 هبوط ×1
XLK SELECT SECTOR SPDR TRUST $698930 1,07% 3385 $-12592 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $657093 1,00% 2679 $59277 صعود ×1
AVGO Broadcom Inc. - Common Stock $652889 1,00% 3899 $-910250 هبوط ×1
ZECP Zacks Trust $548601 0,84% 18232 $114527 صعود ×1
IEF iShares 7-10 Year Treasury Bond ETF $497068 0,76% 5212 $6528 هبوط ×1
LLY Eli Lilly and Company Common Stock $477043 0,73% 578 $-296425 هبوط ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $416191 0,63% 795 $-476982 هبوط ×1
SHY iShares 1-3 Year Treasury Bond ETF $394381 0,60% 4767 $3575
SCHM SCHWAB STRATEGIC TRUST $393187 0,60% 15007 $-21417 صعود ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $387693 0,59% 2335 $-5213 صعود ×1
SCHB SCHWAB STRATEGIC TRUST $382961 0,58% 17787 صعود ×1
COST Costco Wholesale Corporation - Common Stock $380194 0,58% 402 $5717 هبوط ×1
SCHG SCHWAB STRATEGIC TRUST $374024 0,57% 14937 $-41809 صعود ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $371113 0,57% 679 $-117757 هبوط ×1
ORCL Oracle Corporation Common Stock $370730 0,57% 2652 $128083 صعود ×1
VOO Vanguard S&P 500 ETF $308889 0,47% 601 $-19702 هبوط ×1
AMD Advanced Micro Devices, Inc. - Common Stock $300720 0,46% 2927 $-101269 هبوط ×1
PMAR Innovator U.S. Equity Power Buffer ETF - March $281740 0,43% 7055 صعود ×1
VGT Vanguard Information Tech ETF $279737 0,43% 516 $-31315 صعود ×1
V Visa Inc. $277236 0,42% 791 $-26965 هبوط ×1
NFLX Netflix, Inc. - Common Stock $275096 0,42% 295 $-339023 هبوط ×1
RDVY First Trust Rising Dividend Achievers ETF $273469 0,42% 4671 صعود ×1
ABBV AbbVie Inc. Common Stock $269622 0,41% 1287 $-5608 هبوط ×1
NMAR Innovator Growth-100 Power Buffer ETF - March $268919 0,41% 10625 صعود ×1
HD Home Depot, Inc. (The) Common Stock $266882 0,41% 728 $-15283 صعود ×1
T AT&T Inc. $250056 0,38% 8842 $-25458 هبوط ×1
BUFR First Trust Exchange-Traded Fund VIII $249485 0,38% 8403 $13495 صعود ×1
IJH iShares Trust $247738 0,38% 4246 $-22281 هبوط ×1
HYG iShares Trust $241956 0,37% 3067 صعود ×1
SPY SPY $239468 0,37% 428 $-234953 هبوط ×1
CSCO Cisco Systems, Inc. - Common Stock $238991 0,36% 3873 $-5692 هبوط ×1
TSLA Tesla, Inc. - Common Stock $232726 0,35% 898 $-711452 هبوط ×1
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF $229653 0,35% 3679 $-3348
GOOG Alphabet Inc. - Class C Capital Stock $226281 0,34% 1448 $-893702 هبوط ×1
MBB iShares MBS ETF $216386 0,33% 2307 صعود ×1
BUFQ First Trust Exchange-Traded Fund VIII $216336 0,33% 7245 $-14203 هبوط ×1
AFL AFLAC Incorporated Common Stock $211453 0,32% 1902 $1599 هبوط ×1
AGG iShares Trust $210787 0,32% 2131 صعود ×1
XLU XLU $209242 0,32% 2654 $-41137 هبوط ×1
VYM Vanguard High Dividend Yield ETF $208011 0,32% 1613 $-13318 هبوط ×1
CNMD CONMED Corporation Common Stock $203816 0,31% 3375 $-27169

أكبر الرهانات الجديدة

09

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمانالقيمةالأسهم% من المحفظة
PAPR $2642798 74111 4,03%
META $1331275 2310 2,03%
SCHZ $1280609 55294 1,95%
IUSB $1011364 21948 1,54%
SCHB $382961 17787 0,58%
PMAR $281740 7055 0,43%
RDVY $273469 4671 0,42%
NMAR $268919 10625 0,41%
HYG $241956 3067 0,37%
MBB $216386 2307 0,33%
AGG $210787 2131 0,32%

أكبر التحركات (ربع سنوي)

10
الأمانالإجراءالأسهم Δالقيمة Δ
GLD تم الشراء أكثر +20K +$6.1M
IVV تقليص -5K -$3.3M
QQQM تقليص -14K -$3.1M
BRK-B (تم الإيداع باسم BRKB) تم الشراء أكثر +3K +$2.0M
DIA تقليص -4K -$1.7M
NVDA تقليص -6K -$1.5M
AAPL تقليص -4K -$1.3M
QQQ تقليص -2K -$1.3M
MSFT تقليص -2K -$1.2M
AMZN تقليص -3K -$1.0M