Desglose por sector

04
Technology 32,0%
Financials 8,7%
Healthcare 7,2%
Communication Services 5,0%
Industrials 3,4%
Energy 2,6%
Retail 2,6%
Consumer products 1,2%
Utilities 1,2%
Consumer Staples 1,0%
Consumer Discretionary 0,8%
Materials 0,6%
Real Estate 0,1%
Otro/No mapeado 33,5%

Cartera completa 258 posiciones

05
Tipo Racha Tendencia 8T
AAPL Apple Inc. - Common Stock $101 503 23,20% 459 850 $-9 917 Subir ×1
MSFT Microsoft Corporation - Common Stock $20 117 4,60% 51 179 $-230 Subir ×1
VUG Vanguard Morningstar Growth ETF $17 328 3,96% 44 522 $-563 Subir ×1
BRK-B (presentado como BRKB) Berkshire Hathaway Inc. Class B $15 878 3,63% 30 195 $2 228 Subir ×1
VGT Vanguard Information Tech ETF $10 498 2,40% 18 244 $-112 Subir ×1
VTV Vanguard Morningstar Value ETF $8 796 2,01% 50 390 $649 Subir ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $8 291 1,90% 101 930 $1 004 Subir ×1
CGXU Capital Group International Focus Equity ETF $7 579 1,73% 293 543 $941 Subir ×1
JPST JPMorgan Ultra-Short Income ETF $7 334 1,68% 145 061 $2 867 Subir ×1
CGDV Capital Group Dividend Value ETF $6 859 1,57% 188 067 $916 Subir ×1
NVDA NVIDIA Corporation - Common Stock $6 702 1,53% 55 197 $1 101 Subir ×1
XOM Exxon Mobil Corporation Common Stock $6 218 1,42% 53 693 $408 Bajar ×1
LLY Eli Lilly and Company Common Stock $5 942 1,36% 6 871 $746 Subir ×1
JPM JP Morgan Chase & Co. Common Stock $5 575 1,27% 22 474 $242 Subir ×1
GOOG Alphabet Inc. - Class C Capital Stock $4 867 1,11% 28 639 $-533 Subir ×1
VHT Vanguard Health Care ETF $4 716 1,08% 17 509 $666 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $4 660 1,07% 22 925 $-129 Subir ×1
VDE Vanguard Energy ETF $4 309 0,98% 33 150 $759 Subir ×1
JNJ Johnson & Johnson Common Stock $4 116 0,94% 25 209 $572 Subir ×1
PG Procter & Gamble Company (The) Common Stock $3 840 0,88% 23 183 $-44 Subir ×1
VZ Verizon Communications Inc. Common Stock $3 485 0,80% 80 014 $272 Bajar ×1
VPU Vanguard Utilities ETF $3 428 0,78% 20 102 $261 Subir ×1
FBND Fidelity Merrimack Street Trust $3 202 0,73% 70 305 $262 Subir ×1
GOOGL Alphabet Inc. - Class A Common Stock $3 091 0,71% 18 433 $-383 Subir ×1
COST Costco Wholesale Corporation - Common Stock $3 047 0,70% 3 290 $563 Subir ×1
IGLB iShares 10 Year Investment Grade Corporate Bond ETF $2 954 0,68% 59 018 $37 Bajar ×1
BMY Bristol-Myers Squibb Company Common Stock $2 858 0,65% 46 807 $368 Subir ×1
T AT&T Inc. $2 783 0,64% 103 238 $423 Bajar ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $2 762 0,63% 5 011 $3 Subir ×1
MRK Merck & Company, Inc. Common Stock (new) $2 620 0,60% 28 385 $-193 Subir ×1
MA Mastercard Incorporated Common Stock $2 614 0,60% 4 809 $95 Subir ×1
PFE Pfizer, Inc. Common Stock $2 550 0,58% 97 540 $-14 Subir ×1
V Visa Inc. $2 425 0,55% 7 052 $-5 Bajar ×1
ADP Automatic Data Processing, Inc. - Common Stock $2 408 0,55% 8 056 $56 Subir ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2 391 0,55% 4 629 $1 561 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $2 375 0,54% 3 839 $192 Subir ×1
IVV iShares Trust $2 353 0,54% 4 080 $-43 Subir ×1
IWM iShares Russell 2000 Index Fund $2 280 0,52% 10 918 $-75 Subir ×1
VYM Vanguard High Dividend Yield ETF $2 273 0,52% 17 522 $58 Subir ×1
IJR iShares Trust $2 269 0,52% 21 003 $-19 Subir ×1
GE GE Aerospace Common Stock $2 193 0,50% 10 429 $258 Bajar ×1
CVX Chevron Corporation Common Stock $2 006 0,46% 12 158 $238 Bajar ×1
IBM International Business Machines Corporation Common Stock $1 914 0,44% 7 702 $215 Bajar ×1
ORCL Oracle Corporation Common Stock $1 901 0,43% 12 275 $-138 Subir ×1
BINC iShares Flexible Income Active ETF $1 865 0,43% 35 583 $95 Subir ×1
SPY SPY $1 817 0,42% 3 164 $416 Subir ×1
AXP American Express Company Common Stock $1 743 0,40% 6 272 $430 Subir ×1
QQQ Invesco QQQ Trust, Series 1 $1 733 0,40% 3 532 $456 Subir ×1
MO Altria Group, Inc. $1 668 0,38% 28 926 $161 Subir ×1
NVO Novo Nordisk A/S Common Stock $1 602 0,37% 21 269 $-245 Bajar ×1
VXUS Vanguard Total International Stock ETF $1 558 0,36% 24 520 $153 Subir ×1
PEG Public Service Enterprise Group Incorporated Common Stock $1 542 0,35% 18 503 $-48 Bajar ×1
MINT PIMCO ETF Trust $1 498 0,34% 14 901 $-51 Bajar ×1
IWF iShares Russell 1000 Growth Fund $1 401 0,32% 3 707 $-83 Subir ×1
CSCO Cisco Systems, Inc. - Common Stock $1 387 0,32% 22 751 $-213 Bajar ×1
JEPI JPMorgan Equity Premium Income ETF $1 370 0,31% 23 701 $155 Subir ×1
DIS Walt Disney Company (The) Common Stock $1 347 0,31% 13 445 $-268 Bajar ×1
JCPB JPMorgan Core Plus Bond ETF $1 337 0,31% 28 589 $904 Subir ×1
TSLA Tesla, Inc. - Common Stock $1 325 0,30% 4 759 $-651 Bajar ×1
ABBV AbbVie Inc. Common Stock $1 319 0,30% 6 305 $130 Bajar ×1
WMT Walmart Inc. - Common Stock $1 312 0,30% 15 000 $-41 Subir ×1
SYK Stryker Corporation Common Stock $1 281 0,29% 3 423 $56 Subir ×1
VIS Vanguard Industrials ETF $1 279 0,29% 5 003 $283 Subir ×1
NFLX Netflix, Inc. - Common Stock $1 211 0,28% 1 246 $100
HD Home Depot, Inc. (The) Common Stock $1 207 0,28% 3 319 $49 Subir ×1
FISV Fiserv, Inc. - Common Stock $1 190 0,27% 5 366 $103 Subir ×1
HON Honeywell International Inc. - Common Stock $1 140 0,26% 5 383 $-85 Bajar ×1
TJX TJX Companies, Inc. (The) Common Stock $1 127 0,26% 9 424 $42 Subir ×1
VTI Vanguard Morningstar Total Stock Market ETF $1 118 0,26% 3 936 $58 Subir ×1
GLD SPDR Gold Shares $1 101 0,25% 3 970 $276 Subir ×1
AVGO Broadcom Inc. - Common Stock $1 075 0,25% 5 620 $-223 Subir ×1
AMGN Amgen Inc. - Common Stock $1 025 0,23% 3 261 $168 Bajar ×1
MMM 3M Company Common Stock $1 019 0,23% 6 650 $33 Bajar ×1
PEP PepsiCo, Inc. - Common Stock $1 014 0,23% 6 926 $-80 Bajar ×1
VOO Vanguard S&P 500 ETF $991 0,23% 1 871 $93 Subir ×1
DHR Danaher Corporation Common Stock $977 0,22% 4 589 $-84 Bajar ×1
MUB iShares Trust $973 0,22% 9 219 $-112 Bajar ×1
MLPX Global X Funds $911 0,21% 14 039 $61 Subir ×1
IVW iShares S&P 500 Growth ETF $895 0,20% 9 219 $-40 Subir ×1
ABT Abbott Laboratories Common Stock $889 0,20% 6 985 $29 Bajar ×1
UPS United Parcel Service, Inc. Common Stock $888 0,20% 7 670 $-210 Bajar ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $881 0,20% 7 454 $63 Bajar ×1
CGCB Capital Group Fixed Income ETF Trust $870 0,20% 33 195 $-21 Bajar ×1
INTU Intuit Inc. - Common Stock $857 0,20% 1 398 $-22
GEV GE Vernova Inc. Common Stock $843 0,19% 2 454 $-53 Bajar ×1
RSP Invesco Exchange-Traded Fund Trust $842 0,19% 4 794 $149 Subir ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $812 0,19% 2 645 $-106 Subir ×1
KO Coca-Cola Company (The) Common Stock $811 0,19% 11 766 $77 Bajar ×1
ISTB iShares Core 1-5 Year USD Bond ETF $804 0,18% 16 685 $-167 Bajar ×1
BAC Bank of America Corporation Common Stock $803 0,18% 18 645 $-21 Bajar ×1
SCHF SCHWAB STRATEGIC TRUST $800 0,18% 39 491 $123 Subir ×1
PANW Palo Alto Networks, Inc. - Common Stock $799 0,18% 4 326 $-43 Bajar ×1
MCD McDonald's Corporation Common Stock $795 0,18% 2 600 $35 Bajar ×1
SCHD SCHWAB STRATEGIC TRUST $786 0,18% 27 994 $212 Subir ×1
BR Broadridge Financial Solutions, Inc. Common Stock $785 0,18% 3 328 $33
SCHG SCHWAB STRATEGIC TRUST $784 0,18% 29 832 $-21 Subir ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $781 0,18% 14 527 $23 Subir ×1
WFC Wells Fargo & Company Common Stock $775 0,18% 10 435 $40 Bajar ×1
SCHM SCHWAB STRATEGIC TRUST $764 0,17% 28 149 $-49 Bajar ×1
BIV VANGUARD BOND INDEX FUNDS $760 0,17% 9 997 $61 Subir ×1

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
SUN $518 9 094 0,12%
BSCT $370 20 014 0,08%
AMD $234 2 057 0,05%
VRTX $223 435 0,05%
AEP $220 2 112 0,05%
EQT $216 4 000 0,05%
FENY $212 8 325 0,05%
TXRH $211 1 200 0,05%
COF $209 1 157 0,05%
SDY $207 1 539 0,05%
SCHW $202 2 529 0,05%
AMP $201 395 0,05%
DOV $200 1 078 0,05%
BWLP $188 16 100 0,04%
VIAV $141 12 000 0,03%

Principales movimientos (trimestre a trimestre)

10
ValorMovimientoAcciones ΔValor Δ
AAPL Compró más +15K -$10K
JPST Compró más +56K +$3K
BRK-B (presentado como BRKB) Compró más +80 +$2K
UNH Compró más +3K +$2K
NVDA Compró más +13K +$1K
VCIT Compró más +11K +$1K
CGXU Compró más +24K +$941
CGDV Compró más +20K +$916
JCPB Compró más +19K +$904
VDE Compró más +4K +$759