Desglose por sector

04
Technology 2,1%
Financials 1,5%
Industrials 1,1%
Energy 0,2%
Retail 0,2%
Otro/No mapeado 94,8%

Cartera completa 45 posiciones

05
Tipo Racha Tendencia 8T
VTI Vanguard Morningstar Total Stock Market ETF $21 771 910 21,13% 79 217 Subir ×1
SGOV iShares Trust $14 364 231 13,94% 142 686 Subir ×1
VGIT Vanguard Intermediate-Term Treasury ETF $13 335 282 12,94% 224 500 Subir ×1
VGSH Vanguard Short-Term Treasury ETF $11 896 635 11,55% 202 703 Subir ×1
SPTS SPDR SERIES TRUST $4 934 349 4,79% 168 753 Subir ×1
DFIC Dimensional ETF Trust $3 580 386 3,48% 128 930 Subir ×1
SPTM SPDR SERIES TRUST $2 809 833 2,73% 41 315 Subir ×1
AAPL Apple Inc. - Common Stock $2 183 982 2,12% 9 832 Subir ×1
VNQ Vanguard Real Estate ETF $2 059 539 2,00% 22 747 Subir ×1
ITOT iShares Trust $1 701 118 1,65% 13 942 Subir ×1
VEA VANGUARD TAX-MANAGED FUNDS $1 670 766 1,62% 32 870 Subir ×1
MGC VANGUARD WORLD FUND $1 567 743 1,52% 7 785 Subir ×1
VXUS Vanguard Total International Stock ETF $1 371 336 1,33% 22 083 Subir ×1
DCOR Dimensional ETF Trust $1 323 808 1,28% 21 585 Subir ×1
VV Vanguard Morningstar Large-Cap ETF $1 271 270 1,23% 4 946 Subir ×1
DFAC Dimensional ETF Trust $1 152 044 1,12% 34 921 Subir ×1
BIL SPDR SERIES TRUST $1 095 609 1,06% 11 944 Subir ×1
VO Vanguard Morningstar Mid-Cap ETF $1 047 152 1,02% 4 049 Subir ×1
VIG Vanguard Div Appreciation ETF $990 300 0,96% 5 105 Subir ×1
DFAS Dimensional ETF Trust $958 270 0,93% 16 038 Subir ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $927 311 0,90% 18 583 Subir ×1
BSV VANGUARD BOND INDEX FUNDS $894 702 0,87% 11 430 Subir ×1
LMT Lockheed Martin Corporation Common Stock $893 420 0,87% 2 000 Subir ×1
ISTB iShares Core 1-5 Year USD Bond ETF $882 146 0,86% 18 245 Subir ×1
SDY SPDR SERIES TRUST $708 792 0,69% 5 224 Subir ×1
VEU Vanguard FTSE All World Ex US ETF $659 853 0,64% 10 878 Subir ×1
IVV iShares Core S&P 500 ETF $638 880 0,62% 1 137 Subir ×1
TRV The Travelers Companies, Inc. Common Stock $587 660 0,57% 2 222 Subir ×1
SUB iShares Trust $557 282 0,54% 5 277 Subir ×1
SCHF SCHWAB STRATEGIC TRUST $525 851 0,51% 26 585 Subir ×1
DFAI Dimensional ETF Trust $507 072 0,49% 16 237 Subir ×1
WFC Wells Fargo & Company Common Stock $466 077 0,45% 6 492 Subir ×1
VWO Vanguard FTSE Emerging Markets ETF $458 523 0,45% 10 131 Subir ×1
ESGD iShares ESG Aware MSCI EAFE ETF $340 647 0,33% 4 170 Subir ×1
SCHB SCHWAB STRATEGIC TRUST $314 876 0,31% 14 625 Subir ×1
DFAU Dimensional ETF Trust $314 168 0,30% 8 173 Subir ×1
DFAX Dimensional ETF Trust $291 345 0,28% 11 120 Subir ×1
MUB iShares Trust $285 319 0,28% 2 706 Subir ×1
MMM 3M Company Common Stock $274 312 0,27% 1 868 Subir ×1
DFSU Dimensional ETF Trust $259 730 0,25% 7 253 Subir ×1
USB U.S. Bancorp Common Stock $249 466 0,24% 5 909 Subir ×1
CVX Chevron Corporation Common Stock $238 746 0,23% 1 427 Subir ×1
AVDE AMERICAN CENTURY ETF TRUST $229 957 0,22% 3 470 Subir ×1
BRK-B (presentado como BRKB) Berkshire Hathaway Inc. Class B $220 488 0,21% 414 Subir ×1
TGT Target Corporation Common Stock $208 681 0,20% 2 000 Subir ×1

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
VTI $21 771 910 79 217 21,13%
SGOV $14 364 231 142 686 13,94%
VGIT $13 335 282 224 500 12,94%
VGSH $11 896 635 202 703 11,55%
SPTS $4 934 349 168 753 4,79%
DFIC $3 580 386 128 930 3,48%
SPTM $2 809 833 41 315 2,73%
AAPL $2 183 982 9 832 2,12%
VNQ $2 059 539 22 747 2,00%
ITOT $1 701 118 13 942 1,65%
VEA $1 670 766 32 870 1,62%
MGC $1 567 743 7 785 1,52%
VXUS $1 371 336 22 083 1,33%
DCOR $1 323 808 21 585 1,28%
VV $1 271 270 4 946 1,23%