क्षेत्रवार विवरण

04
Communication Services 9.9%
Technology 6.7%
Financials 2.6%
Healthcare 2.3%
Retail 1.2%
Industrials 0.9%
Consumer Staples 0.8%
Consumer Discretionary 0.8%
Energy 0.6%
Utilities 0.4%
Consumer products 0.3%
Materials 0.3%
Real Estate 0.2%
अन्य/अनमैप्ड 73.2%

पूर्ण पोर्टफोलियो 369 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
SCHB SCHWAB STRATEGIC TRUST $127272868 9.41% 5911420 $-8095483 नीचे ×1
META Meta Platforms, Inc. - Class A Common Stock $109890375 8.13% 190663 $-22591052 नीचे ×1
FNDX SCHWAB STRATEGIC TRUST $88660194 6.56% 3755197 $553138 ऊपर ×1
SCHF SCHWAB STRATEGIC TRUST $77177664 5.71% 3901803 $4903982 नीचे ×1
FNDF SCHWAB STRATEGIC TRUST $66090884 4.89% 1828746 $4779462 नीचे ×1
SPDW State Street SPDR Portfolio Developed World ex-US ETF $39527467 2.92% 1085621 $3897243 ऊपर ×1
PRF Invesco Exchange-Traded Fund Trust $38018164 2.81% 940811 $39460 नीचे ×1
VWO Vanguard FTSE Emerging Markets ETF $31801374 2.35% 702638 $2510076 ऊपर ×1
AVDV AMERICAN CENTURY ETF TRUST $31253881 2.31% 448149 $2392712 ऊपर ×1
FNDB SCHWAB STRATEGIC TRUST $30766320 2.28% 1337085 $-727075 नीचे ×1
AAPL Apple Inc. - Common Stock $28693326 2.12% 129174 $-3998177 नीचे ×1
VTEB Vanguard Tax-Exempt Bond ETF $27292328 2.02% 550027 $-8830833 नीचे ×1
AVUV AMERICAN CENTURY ETF TRUST $26846202 1.99% 307975 $-3515508 नीचे ×1
GSIE Goldman Sachs ActiveBeta International Equity ETF $24967377 1.85% 700347 $790108 नीचे ×1
NVDA NVIDIA Corporation - Common Stock $24113746 1.78% 222493 $-4335400 ऊपर ×1
INTF iShares International Equity Factor ETF $23099843 1.71% 749022 $997984 नीचे ×1
FNDA SCHWAB STRATEGIC TRUST $22735146 1.68% 830053 $2858143 ऊपर ×1
FNDE SCHWAB STRATEGIC TRUST $19257717 1.42% 625251 $2958767 ऊपर ×1
VGT Vanguard Information Tech ETF $19141591 1.42% 35292 $-2992239 नीचे ×1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF $19111965 1.41% 281017 $-1691220 नीचे ×1
XLK SELECT SECTOR SPDR TRUST $19071013 1.41% 92363 $-2906526 नीचे ×1
GSLC Goldman Sachs ETF Trust $17126314 1.27% 155581 $-1362871 नीचे ×1
VEU Vanguard FTSE All World Ex US ETF $12861853 0.95% 212032 $231457 नीचे ×1
DISV Dimensional ETF Trust $11632297 0.86% 399461 $845280 नीचे ×1
MSFT Microsoft Corporation - Common Stock $10885396 0.81% 28998 $-1345006 नीचे ×1
XLV SELECT SECTOR SPDR TRUST $10617827 0.79% 72720 $567501 नीचे ×1
PRFZ Invesco RAFI US 1500 Small-Mid ETF $10268938 0.76% 271234 $-1254509 नीचे ×1
VOX Vanguard Communication Services ETF $8786814 0.65% 59214 $-630662 नीचे ×1
GOOGL Alphabet Inc. - Class A Common Stock $8398754 0.62% 54312 $-1536558 ऊपर ×1
VFH Vanguard Financials ETF $8382387 0.62% 70163 $-25831 नीचे ×1
IVV iShares Trust $7905224 0.58% 14069 $1936013 ऊपर ×1
SCHE SCHWAB STRATEGIC TRUST $7659566 0.57% 277822 $174792 नीचे ×1
XLF SELECT SECTOR SPDR TRUST $7406884 0.55% 148703 $167997 नीचे ×1
SCHZ SCHWAB STRATEGIC TRUST $7327861 0.54% 316402 $17768 नीचे ×1
AMZN Amazon.com, Inc. - Common Stock $7192435 0.53% 37803 $-296265 ऊपर ×1
VHT Vanguard Health Care ETF $7082766 0.52% 26755 $193375 नीचे ×1
XLI SELECT SECTOR SPDR TRUST $7062599 0.52% 53884 $-91830 नीचे ×1
XLY XLY $6705944 0.50% 33961 $-987179 नीचे ×1
EMGF iShares, Inc. $6129421 0.45% 131027 $162553 नीचे ×1
AVUS AMERICAN CENTURY ETF TRUST $6125571 0.45% 66308 $-1225115 नीचे ×1
GOOG Alphabet Inc. - Class C Capital Stock $5762447 0.43% 36884 $-1269744 नीचे ×1
PXF Invesco Exchange-Traded Fund Trust II $5493446 0.41% 105664 $280305 नीचे ×1
VCR Vanguard Consumer Discretion ETF $5271164 0.39% 16194 $-972811 नीचे ×1
PRMB Primo Brands Corporation Class A Common Stock $5167592 0.38% 145607 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $4986238 0.37% 19240 $-2709337 ऊपर ×1
XLC SELECT SECTOR SPDR TRUST $4789908 0.35% 49662 $-77577 नीचे ×1
VDC Vanguard Consumer Staples ETF $4521262 0.33% 20662 $54096 नीचे ×1
XLP XLP $4345988 0.32% 53214 $133967 नीचे ×1
VIS Vanguard Industrials ETF $4132341 0.31% 16693 $-220394 नीचे ×1
TOTL State Street DoubleLine Total Return Tactical ETF $4054226 0.30% 100626 $284490 ऊपर ×1
LLY Eli Lilly and Company Common Stock $3918640 0.29% 4745 $753140 ऊपर ×1
SPY SPY $3744456 0.28% 6694 $77194 ऊपर ×1
IJH iShares Trust $3724449 0.28% 63829 $-252764
VDE Vanguard Energy ETF $3642285 0.27% 28080 $149192 नीचे ×1
DFAC Dimensional ETF Trust $3634343 0.27% 110165 $-441328 नीचे ×1
IVW iShares S&P 500 Growth ETF $3561848 0.26% 38370 $-370468 नीचे ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $3476682 0.26% 6528 $1008119 ऊपर ×1
VXUS Vanguard Total International Stock ETF $3362090 0.25% 54140 $180192 ऊपर ×1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF $3305364 0.24% 99619 $89961 नीचे ×1
OMFL Invesco Exchange-Traded Self-Indexed Fund Trust $3114104 0.23% 58415 $-53741
NFLX Netflix, Inc. - Common Stock $3106257 0.23% 3331 $132813 नीचे ×1
ORCL Oracle Corporation Common Stock $3079175 0.23% 22024 $-576073 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $2889938 0.21% 11781 $178645 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $2810658 0.21% 16787 $-634065 ऊपर ×1
AVES AMERICAN CENTURY ETF TRUST $2643013 0.20% 56044 $232272 ऊपर ×1
WMT Walmart Inc. - Common Stock $2269108 0.17% 25847 $-5273 ऊपर ×1
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $2230172 0.16% 4600 $462722 ऊपर ×1
RBRK Rubrik, Inc. Class A Common Stock $2214733 0.16% 36319 $-184698 नीचे ×1
SCHA SCHWAB STRATEGIC TRUST $2206071 0.16% 94156 $-228776 ऊपर ×1
JMST JPMorgan Ultra-Short Municipal Income ETF $2182501 0.16% 42920 $-52554 नीचे ×1
XLU XLU $2055940 0.15% 26074 $7148 नीचे ×1
VO Vanguard Morningstar Mid-Cap ETF $1927451 0.14% 7453 $85834 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $1917176 0.14% 5231 $-181246 नीचे ×1
NVS Novartis AG Common Stock $1860044 0.14% 16685 $758592 ऊपर ×1
VB Vanguard Morningstar Small-Cap ETF $1816739 0.13% 8193 $-151777
VOO Vanguard S&P 500 ETF $1812869 0.13% 3528 $-78893 ऊपर ×1
SCHX SCHWAB STRATEGIC TRUST $1767056 0.13% 80030 $658601 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $1764723 0.13% 10355 $150971 ऊपर ×1
IYF iShares U.S. Financial ETF $1763507 0.13% 15627 $13689 नीचे ×1
VPU Vanguard Utilities ETF $1696806 0.13% 9934 $42868 नीचे ×1
VNQ Vanguard Real Estate ETF $1694561 0.13% 18716 $-32700 नीचे ×1
COST Costco Wholesale Corporation - Common Stock $1646900 0.12% 1741 $276789 ऊपर ×1
XLB XLB $1609804 0.12% 18723 $41726 ऊपर ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1595425 0.12% 4525 $45440 नीचे ×1
ABBV AbbVie Inc. Common Stock $1552222 0.11% 7408 $465438 ऊपर ×1
AVLV AMERICAN CENTURY ETF TRUST $1550042 0.11% 23770 $-110929 नीचे ×1
NVO Novo Nordisk A/S Common Stock $1543165 0.11% 22223 $-634775 नीचे ×1
AVIV AMERICAN CENTURY ETF TRUST $1527469 0.11% 26949 $104682 नीचे ×1
JNJ Johnson & Johnson Common Stock $1507447 0.11% 9090 $499768 ऊपर ×1
SAP SAP SE ADS $1505680 0.11% 5609 $229574 ऊपर ×1
NOW ServiceNow, Inc. Common Stock $1464101 0.11% 1839 $-421852 ऊपर ×1
SONY Sony Group Corporation American Depositary Shares $1461169 0.11% 57549 $441913 ऊपर ×1
IX ORIX Corporation American Depositary Shares $1453443 0.11% 69576 $215014 ऊपर ×1
TTE TotalEnergies SE Ordinary Shares $1424086 0.11% 22014 $658906 ऊपर ×1
DB Deutsche Bank AG Common Stock $1416836 0.10% 59456 $544251 ऊपर ×1
XLRE XLRE $1390420 0.10% 33224 $116968 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $1358434 0.10% 11422 $234206 ऊपर ×1
V Visa Inc. $1354258 0.10% 3864 $398494 ऊपर ×1
MA Mastercard Incorporated Common Stock $1351116 0.10% 2465 $117362 ऊपर ×1
SNY Sanofi - American Depositary Shares $1299650 0.10% 23434 $677483 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
PRMB $5167592 145607 0.38%
SPMD $1231544 24063 0.09%
SPYG $986678 12277 0.07%
BRK-A (के रूप में दायर BRKA) $798442 1 0.06%
TAK $734950 49425 0.05%
BND $488736 6654 0.04%
SPYM $387787 5897 0.03%
MDLZ $371682 5478 0.03%
CI $362887 1103 0.03%
DFAT $353601 6867 0.03%
WPM $320301 4126 0.02%
INTU $306995 500 0.02%
SO $303527 3301 0.02%
GMAB $281188 14361 0.02%
GOLD $276884 14243 0.02%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
META छंटनी की -36K -$22.6M
VTEB छंटनी की -171K -$8.8M
SCHB छंटनी की -52K -$8.1M
SCHF छंटनी की -5K +$4.9M
FNDF छंटनी की -17K +$4.8M
NVDA अधिक खरीदा +11K -$4.3M
AAPL छंटनी की -1K -$4.0M
SPDW अधिक खरीदा +42K +$3.9M
AVUV छंटनी की -7K -$3.5M
VGT छंटनी की -304 -$3.0M

1 position hidden — reported move looks larger than the position itself (data completeness check)