توزيع القطاعات

04
Consumer Discretionary 0,9%
Consumer products 0,6%
Technology 0,6%
Utilities 0,5%
Healthcare 0,3%
Industrials 0,2%
أخرى/غير معينة 96,8%

المحفظة الكاملة 39 المراكز

05
النوع فترة متتالية اتجاه 8 أرباع
ACIO ETF Series Solutions $19211692 15,62% 416378 $3515454
DFUS Dimensional ETF Trust $12794074 10,40% 156140 $1509124
DRSK ETF Series Solutions $12338217 10,03% 429155 $577134
DBEF DBX ETF Trust $12197702 9,92% 223278 $1469122
UCON First Trust Exchange-Traded Fund VIII $8008590 6,51% 321889 $103850
BIV VANGUARD BOND INDEX FUNDS $6659817 5,41% 86829 $-7802
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $5790656 4,71% 97012 $645669
UITB VictoryShares Core Intermediate Bond ETF $5782952 4,70% 123467 $-202103
VYM VANGUARD WHITEHALL FUNDS $5680953 4,62% 35949 $-1428141
VONG Vanguard Russell 1000 Growth ETF $5636372 4,58% 44100 $367034
USSG DBX ETF Trust $3723451 3,03% 53606 $752655
ESGD iShares ESG Aware MSCI EAFE ETF $3462520 2,81% 33679 $846630
XMHQ Invesco Exchange-Traded Fund Trust $2567711 2,09% 22747 $-837780
NULG Nushares ETF Trust $2207389 1,79% 18857 $-60733
ESGE iShares ESG Aware MSCI EM ETF $1799001 1,46% 32895 $504237
ESML iShares Trust $1548212 1,26% 27681 $394573
FNDF SCHWAB STRATEGIC TRUST $1293167 1,05% 24510 $190946
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $1067398 0,87% 42713 $490644
XJH iShares Trust $1043836 0,85% 20016 $280914
EAGG iShares Trust $1035499 0,84% 21841 $512255
DSI iShares Trust $946129 0,77% 6645 $-288893
SMH SMH $914876 0,74% 1395 $412544
FNDX SCHWAB STRATEGIC TRUST $860919 0,70% 27682 $113567
PG Procter & Gamble Company (The) Common Stock $799186 0,65% 5450 $-32577
GRNB VanEck ETF Trust $787205 0,64% 32617 $493588
CGW Invesco Exchange-Traded Fund Trust II $686430 0,56% 10443 $-257700
SCHG SCHWAB STRATEGIC TRUST $615063 0,50% 18176 $23523
SO Southern Company (The) Common Stock $443967 0,36% 4639 $45828
MSFT Microsoft Corporation - Common Stock $394980 0,32% 1059 $-147155
GSY Invesco Actively Managed Exchange-Traded Fund Trust $359707 0,29% 7173 $-3912
AAPL Apple Inc. - Common Stock $328738 0,27% 1136 $1961
JNJ Johnson & Johnson Common Stock $325174 0,26% 1280 $20864
SPY SPY $280753 0,23% 375 $-3071
IJJ iShares Trust $254473 0,21% 1723 $1827
GE GE Aerospace Common Stock $253296 0,21% 678 $44452
CEMB iShares, Inc. $249257 0,20% 5460 $-73009
VUG VANGUARD INDEX FUNDS $231614 0,19% 2689 $13325
MCD McDonald's Corporation Common Stock $227702 0,19% 842 $-26664
NEE NextEra Energy, Inc. Common Stock $201033 0,16% 2290 صعود ×1

أكبر الرهانات الجديدة

09

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمانالقيمةالأسهم% من المحفظة
NEE $201033 2290 0,16%

أكبر التحركات (ربع سنوي)

10
الأمانالإجراءالأسهم Δالقيمة Δ
ACIO تم الشراء أكثر +57K +$3.5M
DFUS تم الشراء أكثر +4K +$1.5M
DBEF تم الشراء أكثر +277 +$1.5M
VYM تقليص -14K -$1.4M
ESGD تم الشراء أكثر +6K +$847K
XMHQ تقليص -11K -$838K
USSG تم الشراء أكثر +7K +$753K
VWO تم الشراء أكثر +1K +$646K
DRSK تم الشراء أكثر +16K +$577K
EAGG تم الشراء أكثر +11K +$512K