Desglose por sector

04
Financials 10,3%
Health Care 7,4%
Technology 7,1%
Communication Services 6,1%
Consumer Discretionary 3,0%
Retail 2,8%
Consumer Staples 2,6%
Energy 2,2%
Industrials 1,5%
Utilities 1,3%
Materials 1,0%
Real Estate 0,8%
Consumer products 0,5%
Otro/No mapeado 53,4%

Cartera completa 134 posiciones

05
Tipo Racha Tendencia 8T
VTI Vanguard Morningstar Total Stock Market ETF $77 314 14,16% 281 306 Subir ×1
BND Vanguard Total Bond Market ETF $58 776 10,77% 800 224 Subir ×1
VEA VANGUARD TAX-MANAGED FUNDS $33 309 6,10% 655 294 Subir ×1
VCRB Vanguard Core Bond ETF $23 021 4,22% 297 313 Subir ×1
VGIT Vanguard Intermediate-Term Treasury ETF $15 536 2,85% 261 544 Subir ×1
VWO Vanguard FTSE Emerging Markets ETF $10 681 1,96% 235 987 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $10 391 1,90% 18 028 Subir ×1
VMBS Vanguard Mortgage-Backed Securities ETF $9 145 1,67% 197 477 Subir ×1
MSFT Microsoft Corporation - Common Stock $9 074 1,66% 24 172 Subir ×1
BKNG Booking Holdings Inc. - Common Stock $8 835 1,62% 1 918 Subir ×1
BRK-B (presentado como BRKB) Berkshire Hathaway Inc. Class B $8 562 1,57% 16 077 Subir ×1
SCHW Charles Schwab Corporation (The) Common Stock $8 286 1,52% 105 850 Subir ×1
SPSM SPDR SERIES TRUST $7 358 1,35% 180 530 Subir ×1
PM Philip Morris International Inc Common Stock $7 236 1,33% 45 585 Subir ×1
JPM JP Morgan Chase & Co. Common Stock $7 209 1,32% 29 387 Subir ×1
MOAT VanEck ETF Trust $6 795 1,24% 77 211 Subir ×1
V Visa Inc. $6 526 1,20% 18 623 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $6 131 1,12% 32 222 Subir ×1
ELV Elevance Health, Inc. Common Stock $6 082 1,11% 13 982 Subir ×1
WFC Wells Fargo & Company Common Stock $6 068 1,11% 84 523 Subir ×1
KMX CarMax Inc $5 506 1,01% 70 668 Subir ×1
GOOGL Alphabet Inc. - Class A Common Stock $5 363 0,98% 34 683 Subir ×1
CMCSA Comcast Corporation - Class A Common Stock $5 092 0,93% 138 002 Subir ×1
SBUX Starbucks Corporation - Common Stock $5 082 0,93% 51 808 Subir ×1
MA Mastercard Incorporated Common Stock $5 029 0,92% 9 175 Subir ×1
BDX Becton, Dickinson and Company Common Stock $4 875 0,89% 21 282 Subir ×1
BSV VANGUARD BOND INDEX FUNDS $4 606 0,84% 58 842 Subir ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4 592 0,84% 27 663 Subir ×1
USHY iShares Broad USD High Yield Corporate Bond ETF $4 268 0,78% 115 938 Subir ×1
MDT Medtronic plc. Ordinary Shares $4 196 0,77% 46 699 Subir ×1
GOOG Alphabet Inc. - Class C Capital Stock $4 089 0,75% 26 175 Subir ×1
XOM Exxon Mobil Corporation Common Stock $4 087 0,75% 34 363 Subir ×1
CHKP Check Point Software Technologies Ltd. - Ordinary Shares $4 060 0,74% 17 813 Subir ×1
APD Air Products and Chemicals, Inc. Common Stock $3 959 0,73% 13 422 Subir ×1
IQV IQVIA Holdings, Inc. Common Stock $3 939 0,72% 22 343 Subir ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS $3 916 0,72% 78 929 Subir ×1
SCHB SCHWAB STRATEGIC TRUST $3 772 0,69% 175 180 Subir ×1
ENB Enbridge Inc Common Stock $3 632 0,67% 82 024 Subir ×1
COR Cencora, Inc. Common Stock $3 556 0,65% 12 787 Subir ×1
DIS Walt Disney Company (The) Common Stock $3 502 0,64% 35 485 Subir ×1
FISV Fiserv, Inc. - Common Stock $3 117 0,57% 14 113 Subir ×1
ORCL Oracle Corporation Common Stock $2 953 0,54% 21 118 Subir ×1
ETR Entergy Corporation Common Stock $2 923 0,54% 34 190 Subir ×1
QCOM QUALCOMM Incorporated - Common Stock $2 857 0,52% 18 601 Subir ×1
CRM Salesforce, Inc. Common Stock $2 777 0,51% 10 348 Subir ×1
COP ConocoPhillips Common Stock $2 729 0,50% 25 988 Subir ×1
ADBE Adobe Inc. - Common Stock $2 710 0,50% 7 066 Subir ×1
DEO Diageo plc Common Stock $2 699 0,49% 25 758 Subir ×1
IXUS iShares Core MSCI Total International Stock ETF $2 587 0,47% 37 060 Subir ×1
UL (presentado como ULXXXX) Unilever PLC American Depositary Shares (each representing One Ordinary Share) $2 583 0,47% 43 375 Subir ×1
EBAY eBay Inc. - Common Stock $2 555 0,47% 37 724 Subir ×1
FHLC FIDELITY COVINGTON TRUST $2 542 0,47% 37 214 Subir ×1
IUSB iShares Core Universal USD Bond ETF $2 464 0,45% 53 475 Subir ×1
AMAT Applied Materials, Inc. - Common Stock $2 409 0,44% 16 600 Subir ×1
ADSK Autodesk, Inc. - Common Stock $2 388 0,44% 9 122 Subir ×1
BK The Bank of New York Mellon Corporation Common Stock $2 388 0,44% 28 472 Subir ×1
GD General Dynamics Corporation Common Stock $2 386 0,44% 8 752 Subir ×1
BLK BlackRock, Inc. Common Stock $2 379 0,44% 2 514 Subir ×1
FLGB Franklin Templeton ETF Trust $2 363 0,43% 82 460 Subir ×1
NVS Novartis AG Common Stock $2 341 0,43% 20 997 Subir ×1
MCHI iShares MSCI China ETF $2 338 0,43% 42 980 Subir ×1
OMC Omnicom Group Inc. Common Stock $2 333 0,43% 28 135 Subir ×1
ILF iShares Latin America 40 ETF $2 290 0,42% 97 252 Subir ×1
LAMR Lamar Advertising Company - Class A Common Stock $2 218 0,41% 19 496 Subir ×1
SNY Sanofi - American Depositary Shares $2 200 0,40% 39 670 Subir ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $2 152 0,39% 55 546 Subir ×1
ADI Analog Devices, Inc. - Common Stock $2 138 0,39% 10 599 Subir ×1
AMT American Tower Corporation (REIT) Common Stock $2 112 0,39% 9 708 Subir ×1
VFH Vanguard Financials ETF $2 069 0,38% 17 321 Subir ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2 045 0,37% 3 904 Subir ×1
KO Coca-Cola Company (The) Common Stock $1 915 0,35% 26 740 Subir ×1
MCK McKesson Corporation Common Stock $1 904 0,35% 2 829 Subir ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $1 749 0,32% 14 339 Subir ×1
VWOB Vanguard Emerging Markets Government Bond ETF $1 701 0,31% 26 498 Subir ×1
LYG Lloyds Banking Group Plc American Depositary Shares $1 664 0,30% 435 473 Subir ×1
TFC Truist Financial Corporation Common Stock $1 603 0,29% 38 963 Subir ×1
AMGN Amgen Inc. - Common Stock $1 586 0,29% 5 091 Subir ×1
SCHP SCHWAB STRATEGIC TRUST $1 563 0,29% 58 144 Subir ×1
WEC WEC Energy Group, Inc. Common Stock $1 527 0,28% 14 011 Subir ×1
VZ Verizon Communications Inc. Common Stock $1 511 0,28% 33 319 Subir ×1
GPC Genuine Parts Company Common Stock $1 508 0,28% 12 656 Subir ×1
FNDE SCHWAB STRATEGIC TRUST $1 473 0,27% 47 833 Subir ×1
VEEV Veeva Systems Inc. Class A Common Stock $1 411 0,26% 6 092 Subir ×1
JMUB JPMorgan Municipal ETF $1 406 0,26% 28 124 Subir ×1
PFE Pfizer, Inc. Common Stock $1 338 0,25% 52 792 Subir ×1
BAC Bank of America Corporation Common Stock $1 336 0,24% 32 012 Subir ×1
RTX RTX Corporation Common Stock $1 325 0,24% 10 002 Subir ×1
ECL Ecolab Inc. Common Stock $1 312 0,24% 5 174 Subir ×1
VO Vanguard Morningstar Mid-Cap ETF $1 260 0,23% 4 871 Subir ×1
UPS United Parcel Service, Inc. Common Stock $1 222 0,22% 11 107 Subir ×1
IVV iShares Core S&P 500 ETF $1 211 0,22% 2 155 Subir ×1
VDC VANGUARD WORLD FUND $1 209 0,22% 5 524 Subir ×1
HII Huntington Ingalls Industries, Inc. Common Stock $1 196 0,22% 5 862 Subir ×1
FIS Fidelity National Information Services, Inc. Common Stock $1 115 0,20% 14 932 Subir ×1
TXN Texas Instruments Incorporated - Common Stock $1 101 0,20% 6 127 Subir ×1
EIX Edison International Common Stock $1 055 0,19% 17 901 Subir ×1
FSTA Fidelity MSCI Consumer Staples Index ETF $1 008 0,18% 19 714 Subir ×1
MUB iShares Trust $990 0,18% 9 385 Subir ×1
PEP PepsiCo, Inc. - Common Stock $938 0,17% 6 258 Subir ×1
ALLE Allegion plc Ordinary Shares $874 0,16% 6 701 Subir ×1

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
VTI $77 314 281 306 14,16%
BND $58 776 800 224 10,77%
VEA $33 309 655 294 6,10%
VCRB $23 021 297 313 4,22%
VGIT $15 536 261 544 2,85%
VWO $10 681 235 987 1,96%
META $10 391 18 028 1,90%
VMBS $9 145 197 477 1,67%
MSFT $9 074 24 172 1,66%
BKNG $8 835 1 918 1,62%
BRK-B (presentado como BRKB) $8 562 16 077 1,57%
SCHW $8 286 105 850 1,52%
SPSM $7 358 180 530 1,35%
PM $7 236 45 585 1,33%
JPM $7 209 29 387 1,32%