Répartition sectorielle

04
Technology 4,6%
Retail 0,4%
Healthcare 0,3%
Financials 0,2%
Industrials 0,2%
Autre/Non mappé 94,4%

Portefeuille complet 41 positions

05
Type Série Tendance 8 trimestres
DFAT Dimensional ETF Trust $16 606 229 12,90% 237 571 $1 865 946 Hausse ×2
DFUS Dimensional ETF Trust $16 490 740 12,81% 201 254 $2 388 907 Hausse ×2
DFUV Dimensional ETF Trust $15 865 379 12,33% 288 409 $1 698 776 Baisse ×2
DFIC Dimensional ETF Trust $12 701 383 9,87% 340 885 $1 311 189 Hausse ×2
DFAS Dimensional ETF Trust $11 617 776 9,03% 141 095 $1 758 786 Hausse ×2
DFAC Dimensional ETF Trust $11 140 439 8,66% 251 137 $1 841 202 Hausse ×2
DFSD Dimensional ETF Trust $8 758 589 6,81% 183 426 $532 846 Hausse ×2
DFEM Dimensional ETF Trust $5 672 674 4,41% 139 584 $1 003 476 Hausse ×2
DFAR Dimensional ETF Trust $4 835 414 3,76% 184 840 $911 185 Hausse ×2
DFLV Dimensional ETF Trust $4 503 630 3,50% 113 901 $995 417 Hausse ×2
DFCF Dimensional ETF Trust $3 373 224 2,62% 79 915 $602 972 Hausse ×2
AVGO Broadcom Inc. - Common Stock $1 881 195 1,46% 4 980 $-204 593 Baisse ×2
AAPL Apple Inc. - Common Stock $1 769 436 1,37% 6 115 $225 631 Hausse ×1
DFAX Dimensional ETF Trust $1 397 783 1,09% 37 942 $114 956 Hausse ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $1 133 566 0,88% 9 716 $-335 378 Baisse ×2
DFAI Dimensional ETF Trust $923 835 0,72% 22 396 $74 078 Hausse ×2
DFSU Dimensional ETF Trust $876 756 0,68% 18 802 $253 935 Hausse ×1
DFSI Dimensional ETF Trust $808 444 0,63% 17 926 $91 821 Hausse ×2
DFSB Dimensional ETF Trust $754 885 0,59% 14 486 $15 480 Hausse ×2
NVDA NVIDIA Corporation - Common Stock $716 122 0,56% 3 579 $103 455 Hausse ×1
DFIS Dimensional ETF Trust $651 127 0,51% 18 588 $50 579 Hausse ×2
AVSU AMERICAN CENTURY ETF TRUST $439 650 0,34% 4 967 $82 439 Hausse ×2
AVEM AMERICAN CENTURY ETF TRUST $419 470 0,33% 4 347 $56 285 Baisse ×2
DFSE Dimensional ETF Trust $405 457 0,32% 8 295 $79 270 Hausse ×2
QQQ Invesco QQQ Trust, Series 1 $391 837 0,30% 532 $84 721
MSFT Microsoft Corporation - Common Stock $382 497 0,30% 1 025 $-65 559 Baisse ×2
DFIV Dimensional ETF Trust $378 950 0,29% 7 015 $8 698
BMY Bristol-Myers Squibb Company Common Stock $359 722 0,28% 6 243 $-19 947 Baisse ×1
DFSV Dimensional ETF Trust $344 268 0,27% 8 875 $37 501 Hausse ×2
SCHK SCHWAB STRATEGIC TRUST $334 897 0,26% 9 287 $43 929
DFAU Dimensional ETF Trust $317 325 0,25% 6 139 $40 333
VUG Vanguard Morningstar Growth ETF $313 205 0,24% 3 636 $48 510 Hausse ×1
LOW Lowe's Companies, Inc. Common Stock $306 922 0,24% 1 392 $-22 925 Baisse ×2
AVSD AMERICAN CENTURY ETF TRUST $256 731 0,20% 3 214 $20 200 Hausse ×1
JPM JP Morgan Chase & Co. Common Stock $237 642 0,18% 726 $24 082
AMZN Amazon.com, Inc. - Common Stock $234 527 0,18% 984 Hausse ×1
DFGR Dimensional ETF Trust $229 490 0,18% 7 922 $18 943 Hausse ×1
CVSB Morgan Stanley ETF Trust $224 335 0,17% 4 430 Hausse ×1
DFAE Dimensional ETF Trust $220 371 0,17% 5 481 $20 275 Baisse ×1
LMT Lockheed Martin Corporation Common Stock $208 345 0,16% 409 $-138 546 Baisse ×1
AVUV AMERICAN CENTURY ETF TRUST $204 552 0,16% 1 640 Hausse ×1

Plus gros nouveaux paris

09

Nouvelles positions ouvertes ce trimestre, par ordre décroissant.

TitreValeurActions% du portefeuille
AMZN $234 527 984 0,18%
CVSB $224 335 4 430 0,17%
AVUV $204 552 1 640 0,16%

Principaux mouvements (T/T)

10
TitreMouvementΔ ActionsΔ Valeur
DFUS A acheté plus +2K +$2.4M
DFAT A acheté plus +2K +$1.9M
DFAC A acheté plus +12K +$1.8M
DFAS A acheté plus +2K +$1.8M
DFUV Réduit -4K +$1.7M
DFIC A acheté plus +20K +$1.3M
DFEM A acheté plus +4K +$1.0M
DFLV A acheté plus +16K +$995K
DFAR A acheté plus +19K +$911K
DFCF A acheté plus +14K +$603K