Desglose por sector

04
Technology 13,0%
Financials 1,1%
Communication Services 1,1%
Retail 0,7%
Consumer Staples 0,4%
Industrials 0,4%
Healthcare 0,4%
Consumer Discretionary 0,3%
Energy 0,2%
Otro/No mapeado 82,3%

Cartera completa 99 posiciones

05
Tipo Racha Tendencia 8T
JEPI J.P. Morgan Exchange-Traded Fund Trust $9 340 247 8,41% 164 789 Subir ×1
DFAC Dimensional ETF Trust $7 975 658 7,18% 205 241 Subir ×1
AAPL Apple Inc. - Common Stock $7 198 237 6,48% 28 363 Subir ×1
SPYI NEOS ETF Trust $5 603 270 5,04% 113 495 Subir ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $4 941 576 4,45% 89 005 Subir ×1
FTHI First Trust BuyWrite Income ETF $4 723 434 4,25% 205 814 Subir ×1
TLT iShares 20+ Year Treasury Bond ETF $3 716 879 3,35% 42 876 Subir ×1
PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest $3 015 237 2,71% 233 197 Subir ×1
MAGS Listed Funds Trust $2 742 877 2,47% 47 340 Subir ×1
VTI VANGUARD INDEX FUNDS $2 596 485 2,34% 8 094 Subir ×1
SPY SPY $2 298 019 2,07% 3 534 Subir ×1
IAUI NEOS ETF Trust $1 976 579 1,78% 34 756 Subir ×1
QUAL iShares Trust $1 936 600 1,74% 10 096 Subir ×1
MSFT Microsoft Corporation - Common Stock $1 683 582 1,52% 4 548 Subir ×1
GRNY Fundstrat Granny Shots US Large Cap ETF $1 474 163 1,33% 61 758 Subir ×1
SPDW SPDR INDEX SHARES FUNDS $1 445 389 1,30% 31 664 Subir ×1
XLSR SSGA Active Trust $1 429 404 1,29% 24 756 Subir ×1
ACWI iShares MSCI ACWI ETF $1 401 719 1,26% 10 130 Subir ×1
SPYG SPDR SERIES TRUST $1 381 047 1,24% 14 105 Subir ×1
LRCX Lam Research Corporation - Common Stock $1 351 270 1,22% 6 324 Subir ×1
ZECP Zacks Trust $1 346 366 1,21% 39 798 Subir ×1
SCHG SCHWAB STRATEGIC TRUST $1 277 757 1,15% 43 864 Subir ×1
ORCL Oracle Corporation Common Stock $1 248 817 1,12% 8 489 Subir ×1
IQLT iShares Trust $1 237 183 1,11% 26 761 Subir ×1
TTEQ T. Rowe Price Technology ETF $1 212 303 1,09% 40 067 Subir ×1
NAC Nuveen California Quality Municipal Income Fund $1 117 585 1,01% 95 930 Subir ×1
SPEM SPDR INDEX SHARES FUNDS $1 116 676 1,01% 23 805 Subir ×1
IWF iShares Trust $1 099 420 0,99% 2 578 Subir ×1
VEA VANGUARD TAX-MANAGED FUNDS $1 054 460 0,95% 16 455 Subir ×1
BTCI NEOS ETF Trust $992 312 0,89% 30 272 Subir ×1
IJR iShares Trust $940 930 0,85% 7 569 Subir ×1
IMCG iShares Trust $923 182 0,83% 11 720 Subir ×1
AGG iShares Trust $857 395 0,77% 8 637 Subir ×1
INTC Intel Corporation - Common Stock $844 030 0,76% 19 126 Subir ×1
NVDA NVIDIA Corporation - Common Stock $839 273 0,76% 4 812 Subir ×1
NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 $824 128 0,74% 73 386 Subir ×1
V Visa Inc. $812 431 0,73% 2 688 Subir ×1
VO VANGUARD INDEX FUNDS $806 770 0,73% 2 809 Subir ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $804 883 0,72% 10 516 Subir ×1
URTH iShares, Inc. $792 558 0,71% 4 403 Subir ×1
FTCS First Trust Capital Strength ETF $787 448 0,71% 8 489 Subir ×1
GLD SPDR Gold Shares $764 625 0,69% 1 777 Subir ×1
GOOGL Alphabet Inc. - Class A Common Stock $753 913 0,68% 2 622 Subir ×1
BBN BlackRock Taxable Municipal Bond Trust Common Shares of Beneficial Interest $717 059 0,65% 44 345 Subir ×1
ETH Grayscale Ethereum Staking Mini ETF Shares $706 722 0,64% 35 290 Subir ×1
SCHD SCHWAB STRATEGIC TRUST $668 971 0,60% 21 805 Subir ×1
ACWV iShares, Inc. $657 366 0,59% 5 501 Subir ×1
NXG NXG NextGen Infrastructure Income Fund Common Shares of Beneficial Interest $578 723 0,52% 10 536 Subir ×1
BTT BlackRock Municipal 2030 Target Term Trust $564 935 0,51% 24 887 Subir ×1
SMIZ Zacks Trust $555 012 0,50% 14 972 Subir ×1
USMV iShares Trust $516 963 0,47% 5 574 Subir ×1
QUIZ Zacks Quality International ETF $508 735 0,46% 18 870 Subir ×1
MNST Monster Beverage Corporation - Common Stock $478 236 0,43% 6 600 Subir ×1
SPMD SPDR SERIES TRUST $470 387 0,42% 7 943 Subir ×1
UBER Uber Technologies, Inc. Common Stock $465 747 0,42% 6 475 Subir ×1
IVV iShares Trust $452 740 0,41% 693 Subir ×1
IJH iShares Trust $432 530 0,39% 6 405 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $431 535 0,39% 2 072 Subir ×1
SPYV SPDR SERIES TRUST $428 749 0,39% 7 578 Subir ×1
FVAL FIDELITY COVINGTON TRUST $419 356 0,38% 6 043 Subir ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $411 330 0,37% 486 Subir ×1
LGLV SPDR SERIES TRUST $403 102 0,36% 2 263 Subir ×1
AMD Advanced Micro Devices, Inc. - Common Stock $402 385 0,36% 1 978 Subir ×1
NOW ServiceNow, Inc. Common Stock $398 754 0,36% 3 814 Subir ×1
SPSM SPDR SERIES TRUST $397 024 0,36% 8 224 Subir ×1
DYNF BlackRock ETF Trust $395 042 0,36% 6 790 Subir ×1
VXF VANGUARD INDEX FUNDS $392 966 0,35% 1 909 Subir ×1
FISR SSGA Active Trust $382 997 0,34% 14 891 Subir ×1
VMBS Vanguard Mortgage-Backed Securities ETF $370 154 0,33% 7 884 Subir ×1
COST Costco Wholesale Corporation - Common Stock $351 740 0,32% 353 Subir ×1
PKW Invesco BuyBack Achievers ETF $349 648 0,31% 2 664 Subir ×1
IWR iShares Trust $340 305 0,31% 3 500 Subir ×1
SPIB SPDR SERIES TRUST $336 138 0,30% 10 022 Subir ×1
MCD McDonald's Corporation Common Stock $324 539 0,29% 1 044 Subir ×1
DFUS Dimensional ETF Trust $324 271 0,29% 4 573 Subir ×1
NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest $315 139 0,28% 20 124 Subir ×1
PY Principal Value ETF $307 549 0,28% 5 973 Subir ×1
VGSH Vanguard Short-Term Treasury ETF $302 535 0,27% 5 168 Subir ×1
VLU SPDR SERIES TRUST $300 967 0,27% 1 400 Subir ×1
GOOG Alphabet Inc. - Class C Capital Stock $294 313 0,26% 1 026 Subir ×1
IOO iShares Trust $290 207 0,26% 2 399 Subir ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $278 809 0,25% 825 Subir ×1
SCHE SCHWAB STRATEGIC TRUST $268 543 0,24% 8 150 Subir ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $261 490 0,24% 3 160 Subir ×1
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest $254 374 0,23% 17 543 Subir ×1
AMGN Amgen Inc. - Common Stock $244 184 0,22% 694 Subir ×1
AVGO Broadcom Inc. - Common Stock $238 273 0,21% 770 Subir ×1
GWX SPDR INDEX SHARES FUNDS $234 507 0,21% 5 553 Subir ×1
VOE VANGUARD INDEX FUNDS $215 262 0,19% 1 168 Subir ×1
SPAB SPDR SERIES TRUST $214 132 0,19% 8 358 Subir ×1
CVX Chevron Corporation Common Stock $212 068 0,19% 1 025 Subir ×1
JNJ Johnson & Johnson Common Stock $209 591 0,19% 857 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $209 467 0,19% 366 Subir ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $205 579 0,19% 3 804 Subir ×1
IBIT iShares Bitcoin Trust ETF $204 432 0,18% 5 321 Subir ×1
IVW iShares Trust $200 982 0,18% 1 777 Subir ×1
VCSH Vanguard Short-Term Corporate Bond ETF $200 315 0,18% 2 527 Subir ×1
BHK Blackrock Core Bond Trust $192 800 0,17% 21 048 Subir ×1
IGR CBRE Global Real Estate Income Fund Common Shares of Beneficial Interest $129 003 0,12% 29 386 Subir ×1

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
JEPI $9 340 247 164 789 8,41%
DFAC $7 975 658 205 241 7,18%
AAPL $7 198 237 28 363 6,48%
SPYI $5 603 270 113 495 5,04%
JEPQ $4 941 576 89 005 4,45%
FTHI $4 723 434 205 814 4,25%
TLT $3 716 879 42 876 3,35%
PDO $3 015 237 233 197 2,71%
MAGS $2 742 877 47 340 2,47%
VTI $2 596 485 8 094 2,34%
SPY $2 298 019 3 534 2,07%
IAUI $1 976 579 34 756 1,78%
QUAL $1 936 600 10 096 1,74%
MSFT $1 683 582 4 548 1,52%
GRNY $1 474 163 61 758 1,33%