क्षेत्रवार विवरण

04
Financials 14.7%
Technology 5.0%
Healthcare 2.0%
Communication Services 1.0%
Industrials 0.8%
Retail 0.7%
Consumer Discretionary 0.6%
Consumer products 0.3%
Energy 0.3%
Utilities 0.2%
Consumer Staples 0.1%
Materials 0.1%
Real Estate 0.0%
अन्य/अनमैप्ड 74.2%

पूर्ण पोर्टफोलियो 217 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
DFAI Dimensional ETF Trust $184753587 18.04% 5709320 $21953237 ऊपर ×1
BRK-A (के रूप में दायर BRKA) Berkshire Hathaway Inc. Class A $128886940 12.58% 161 $19258820
VTV Vanguard Morningstar Value ETF $108966020 10.64% 654529 $795263 ऊपर ×1
QUAL iShares Trust $72762437 7.10% 429606 $-1642149 ऊपर ×1
VUG Vanguard Morningstar Growth ETF $71171897 6.95% 188141 $-6248745 नीचे ×1
DFAE Dimensional ETF Trust $65484179 6.39% 2519591 $2996413 ऊपर ×1
AGG iShares Trust $62456679 6.10% 630748 $6525026 ऊपर ×1
DFLV Dimensional ETF Trust $51595426 5.04% 1774258 $524727 ऊपर ×1
VGIT Vanguard Intermediate-Term Treasury ETF $35748845 3.49% 596112 $2954636 ऊपर ×1
DFSV Dimensional ETF Trust $34064361 3.33% 1283027 $-3576844 ऊपर ×1
VB Vanguard Morningstar Small-Cap ETF $26892837 2.63% 124417 $-1795663 ऊपर ×1
BNDX Vanguard Total International Bond ETF $17155446 1.67% 346225 $865371 ऊपर ×1
AAPL Apple Inc. - Common Stock $15684907 1.53% 73811 $-4233079 नीचे ×1
LLY Eli Lilly and Company Common Stock $8890157 0.87% 9889 $1111278 नीचे ×1
MSFT Microsoft Corporation - Common Stock $8560652 0.84% 21658 $-732610 नीचे ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $4395933 0.43% 8244 $957390 ऊपर ×1
NUSC Nushares ETF Trust $4000752 0.39% 107029 $-365832 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $3956802 0.39% 36328 $-1343115 नीचे ×1
NUEM Nushares ETF Trust $3866142 0.38% 131725 $85316 ऊपर ×1
NULG Nushares ETF Trust $3792633 0.37% 47032 $-132130 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $3510016 0.34% 18237 $-650483 ऊपर ×1
LRCX Lam Research Corporation - Common Stock $3431846 0.34% 47884 $-30470 ऊपर ×1
CRM Salesforce, Inc. Common Stock $2794587 0.27% 10400 $-713715 नीचे ×1
ORCL Oracle Corporation Common Stock $2446276 0.24% 17384 $-369940 ऊपर ×1
NKE Nike, Inc. Common Stock $2410895 0.24% 42746 $-725370 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $2062037 0.20% 12602 $-50655
GOOGL Alphabet Inc. - Class A Common Stock $1953832 0.19% 12304 $-427055 नीचे ×1
AMZN Amazon.com, Inc. - Common Stock $1820677 0.18% 9872 $-282933 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $1573665 0.15% 9781 $-170194 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $1449448 0.14% 13722 $-2493 ऊपर ×1
V Visa Inc. $1315578 0.13% 3808 $212094 ऊपर ×1
NFLX Netflix, Inc. - Common Stock $1309513 0.13% 1157 $126731 नीचे ×1
IBM International Business Machines Corporation Common Stock $1301029 0.13% 5380 $115013 नीचे ×1
COST Costco Wholesale Corporation - Common Stock $1267095 0.12% 1274 $92949 नीचे ×1
ABT Abbott Laboratories Common Stock $1254932 0.12% 9556 $2432 नीचे ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1210048 0.12% 7259 $-234078 नीचे ×1
HD Home Depot, Inc. (The) Common Stock $1197447 0.12% 3322 $63263 ऊपर ×1
IVV iShares Trust $1160195 0.11% 2079 $98017 ऊपर ×1
USB U.S. Bancorp Common Stock $1140210 0.11% 28265 $-530123 नीचे ×1
VCSH Vanguard Short-Term Corporate Bond ETF $1135061 0.11% 14335 $-250624 नीचे ×1
STIP iShares 0-5 Year TIPS Bond ETF $1134687 0.11% 10963 $-126952 नीचे ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1125617 0.11% 2736 $57703 ऊपर ×1
JNJ Johnson & Johnson Common Stock $1100187 0.11% 7038 $-45798 नीचे ×1
ITOT iShares Trust $1093034 0.11% 9034 $-700443 नीचे ×1
VIG Vanguard Div Appreciation ETF $1090836 0.11% 5710 $-40270 नीचे ×1
NUBD Nushares ETF Trust $1072538 0.10% 48367 $42388 ऊपर ×1
VEA Vanguard FTSE Developed Markets ETF $1059621 0.10% 20042 $98009 नीचे ×1
SAP SAP SE ADS $1030262 0.10% 3526 $143660 नीचे ×1
CSCO Cisco Systems, Inc. - Common Stock $978864 0.10% 16956 $-74486 नीचे ×1
META Meta Platforms, Inc. - Class A Common Stock $978434 0.10% 1782 $-67410 नीचे ×1
VT Vanguard Total World Stock Index ETF $968499 0.09% 8306 $528962 ऊपर ×1
MA Mastercard Incorporated Common Stock $943260 0.09% 1719 $239762 ऊपर ×1
SBUX Starbucks Corporation - Common Stock $933572 0.09% 11662 $-163925 नीचे ×1
IBN ICICI Bank Limited Common Stock $921054 0.09% 27445 $92111 नीचे ×1
ISTB iShares Core 1-5 Year USD Bond ETF $908503 0.09% 18701 $118570 ऊपर ×1
BANC Banc of California, Inc. Common Stock $904416 0.09% 67093 $-114452 ऊपर ×1
AXP American Express Company Common Stock $865280 0.08% 3238 $-212364 नीचे ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $836549 0.08% 15313 $134038 नीचे ×1
JPM JP Morgan Chase & Co. Common Stock $817744 0.08% 3343 $155412 ऊपर ×1
CVX Chevron Corporation Common Stock $781665 0.08% 5745 $-62607 नीचे ×1
MRK Merck & Company, Inc. Common Stock (new) $767985 0.07% 9014 $-120246 ऊपर ×1
QCOM QUALCOMM Incorporated - Common Stock $756914 0.07% 5098 $-68554 नीचे ×1
RTX RTX Corporation Common Stock $724490 0.07% 5744 $64493 ऊपर ×1
SPOT Spotify Technology S.A. Ordinary Shares $722654 0.07% 1177 $380856 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $703148 0.07% 2263 $-31387 ऊपर ×1
VTI Vanguard Morningstar Total Stock Market ETF $680600 0.07% 2495 ऊपर ×1
AMGN Amgen Inc. - Common Stock $671377 0.07% 2308 $-9544 नीचे ×1
BSX Boston Scientific Corporation Common Stock $662586 0.06% 6441 $107998 ऊपर ×1
IWF iShares Russell 1000 Growth Fund $615844 0.06% 1679 $-114391 नीचे ×1
HSBC HSBC Holdings, plc. Common Stock $614861 0.06% 10964 $48940 नीचे ×1
NVS Novartis AG Common Stock $612959 0.06% 5401 $-183523 नीचे ×1
LYG Lloyds Banking Group Plc American Depositary Shares $607997 0.06% 149993 $198553 नीचे ×1
WMT Walmart Inc. - Common Stock $578407 0.06% 5948 $21059 नीचे ×1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $571950 0.06% 6975 $-41153
UNP Union Pacific Corporation Common Stock $568812 0.06% 2638 $-118225 नीचे ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $562881 0.05% 1028 $-34934 नीचे ×1
VGT Vanguard Information Tech ETF $558540 0.05% 1017 $185460 ऊपर ×1
ELV Elevance Health, Inc. Common Stock $558530 0.05% 1328 ऊपर ×1
PFE Pfizer, Inc. Common Stock $557695 0.05% 22847 $-8561 ऊपर ×1
SPGI S&P Global Inc. Common Stock $545055 0.05% 1090 $13657 ऊपर ×1
MS Morgan Stanley Common Stock $539648 0.05% 4638 $-33512 ऊपर ×1
SYK Stryker Corporation Common Stock $534685 0.05% 1430 $60546 ऊपर ×1
DFAC Dimensional ETF Trust $521354 0.05% 16156 ऊपर ×1
HUBS HubSpot, Inc. Common Stock $519775 0.05% 850 $-72480
S SentinelOne, Inc. Class A Common Stock $518999 0.05% 28054 $-103578 ऊपर ×1
TJX TJX Companies, Inc. (The) Common Stock $513305 0.05% 3989 $127196 ऊपर ×1
T AT&T Inc. $512895 0.05% 18516 $76447 नीचे ×1
AMAT Applied Materials, Inc. - Common Stock $500508 0.05% 3321 $-66258 नीचे ×1
TMUS T-Mobile US, Inc. - Common Stock $492912 0.05% 1996 $52335
ACN Accenture plc Class A Ordinary Shares (Ireland) $482094 0.05% 1605 $-60718 ऊपर ×1
KO Coca-Cola Company (The) Common Stock $481654 0.05% 6639 $30353 नीचे ×1
ABBV AbbVie Inc. Common Stock $481251 0.05% 2447 $-147499 नीचे ×1
ADBE Adobe Inc. - Common Stock $481099 0.05% 1283 $-28949 ऊपर ×1
SMFG Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) $478455 0.05% 33694 $-16306 नीचे ×1
HDB HDFC Bank Limited Common Stock $475974 0.05% 6548 $24931 नीचे ×1
ASML ASML Holding N.V. - New York Registry Shares $473811 0.05% 707 $10140 ऊपर ×1
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $470778 0.05% 924 $58010 नीचे ×1
IQLT iShares Trust $470209 0.05% 11402 $91594 ऊपर ×1
BND Vanguard Total Bond Market ETF $464667 0.05% 6322 $10052
VZ Verizon Communications Inc. Common Stock $464577 0.05% 10544 $117376 ऊपर ×1

सबसे बड़े नए दांव

09

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षामूल्यशेयर% पोर्टफोलियो का
VTI $680600 2495 0.07%
ELV $558530 1328 0.05%
DFAC $521354 16156 0.05%
VPU $328368 1920 0.03%
ESE $310397 1984 0.03%
BUD $306609 4659 0.03%
SONY $302848 11648 0.03%
XPEV $300892 16177 0.03%
UBER $280376 3461 0.03%
GSK $278671 6993 0.03%
BBVA $275123 20082 0.03%
PM $257554 1503 0.03%
CEG $257291 1151 0.03%
VOOG $255563 750 0.02%
PAAS $251800 10000 0.02%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
DFAI अधिक खरीदा +134K +$22.0M
BRK-A (के रूप में दायर BRKA) केवल मूल्य चाल +0 +$19.3M
AGG अधिक खरीदा +54K +$6.5M
VUG छंटनी की -487 -$6.2M
AAPL छंटनी की -6K -$4.2M
DFSV अधिक खरीदा +60K -$3.6M
DFAE अधिक खरीदा +57K +$3.0M
VGIT अधिक खरीदा +31K +$3.0M
VB अधिक खरीदा +5K -$1.8M
QUAL अधिक खरीदा +12K -$1.6M