क्षेत्रवार विवरण

04
Financials 4.8%
Technology 4.7%
Retail 4.4%
Communication Services 1.7%
Industrials 1.4%
Energy 1.1%
Healthcare 0.9%
Real Estate 0.3%
Consumer products 0.2%
अन्य/अनमैप्ड 80.6%

पूर्ण पोर्टफोलियो 137 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
IVV iShares Trust $16484020 12.63% 29336 ऊपर ×1
SPY SPY $5098603 3.91% 9115 ऊपर ×1
VTI Vanguard Morningstar Total Stock Market ETF $3525136 2.70% 12826 ऊपर ×1
GOVT iShares Trust $3067455 2.35% 133455 ऊपर ×1
GLD SPDR Gold Shares $2826365 2.17% 9809 ऊपर ×1
SCHD SCHWAB STRATEGIC TRUST $2821397 2.16% 100908 ऊपर ×1
VB Vanguard Morningstar Small-Cap ETF $2676223 2.05% 12069 ऊपर ×1
JCPB JPMorgan Core Plus Bond ETF $2301432 1.76% 48925 ऊपर ×1
EFA iShares Trust $2270085 1.74% 27775 ऊपर ×1
HELO J.P. Morgan Exchange-Traded Fund Trust $2159282 1.65% 36181 ऊपर ×1
AAPL Apple Inc. - Common Stock $2040072 1.56% 9184 ऊपर ×1
VYM Vanguard High Dividend Yield ETF $1991474 1.53% 15443 ऊपर ×1
LQD iShares Trust $1954387 1.50% 17981 ऊपर ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $1880007 1.44% 3530 ऊपर ×1
MBB iShares MBS ETF $1759309 1.35% 18760 ऊपर ×1
VXUS Vanguard Total International Stock ETF $1670779 1.28% 26905 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $1668292 1.28% 3558 ऊपर ×1
JEPI JPMorgan Equity Premium Income ETF $1627706 1.25% 28486 ऊपर ×1
V Visa Inc. $1557601 1.19% 4444 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $1538780 1.18% 4099 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $1514089 1.16% 7958 ऊपर ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1395862 1.07% 26654 ऊपर ×1
WMT Walmart Inc. - Common Stock $1391259 1.07% 15848 ऊपर ×1
IEFA iShares Core MSCI EAFE ETF $1374754 1.05% 18173 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $1357158 1.04% 12522 ऊपर ×1
SCHZ SCHWAB STRATEGIC TRUST $1319919 1.01% 56991 ऊपर ×1
ITOT iShares Trust $1308529 1.00% 10725 ऊपर ×1
VO Vanguard Morningstar Mid-Cap ETF $1304048 1.00% 5042 ऊपर ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1291740 0.99% 15799 ऊपर ×1
IJH iShares Trust $1290427 0.99% 22115 ऊपर ×1
BACPRL CUSIP: 060505682 $1279075 0.98% 1036 ऊपर ×1
VNQ Vanguard Real Estate ETF $1220624 0.94% 13482 ऊपर ×1
IWM iShares Russell 2000 Index Fund $1210754 0.93% 6069 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $1197749 0.92% 1266 ऊपर ×1
RSP Invesco Exchange-Traded Fund Trust $1063805 0.82% 6141 ऊपर ×1
IUSG iShares Core S&P U.S. Growth ETF $1054942 0.81% 8301 ऊपर ×1
GDX VanEck Gold Miners ETF $1036989 0.79% 22558 ऊपर ×1
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF $1010373 0.77% 30396 ऊपर ×1
VBR Vanguard Morningstar Small-Cap Value ETF $999672 0.77% 5366 ऊपर ×1
IJR iShares Trust $992061 0.76% 9487 ऊपर ×1
BND Vanguard Total Bond Market ETF $978233 0.75% 13318 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $964918 0.74% 2633 ऊपर ×1
BSCR Invesco BulletShares 2027 Corporate Bond ETF $934437 0.72% 47700 ऊपर ×1
QUAL iShares Trust $921816 0.71% 5394 ऊपर ×1
XLV SELECT SECTOR SPDR TRUST $855990 0.66% 5863 ऊपर ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $843458 0.65% 16289 ऊपर ×1
BSCQ Invesco BulletShares 2026 Corporate Bond ETF $832359 0.64% 42729 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $822100 0.63% 1426 ऊपर ×1
BSCU Invesco BulletShares 2030 Corporate Bond ETF $783259 0.60% 47213 ऊपर ×1
WFCPRL CUSIP: 949746804 $770912 0.59% 642 ऊपर ×1
SCHF SCHWAB STRATEGIC TRUST $758763 0.58% 38360 ऊपर ×1
BSCP Invesco BulletShares 2025 Corporate Bond ETF $753078 0.58% 36416 ऊपर ×1
IEMG iShares, Inc. $720380 0.55% 13348 ऊपर ×1
BSCS Invesco BulletShares 2028 Corporate Bond ETF $694247 0.53% 34115 ऊपर ×1
TMUS T-Mobile US, Inc. - Common Stock $690906 0.53% 2590 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $687974 0.53% 4109 ऊपर ×1
BX Blackstone Inc. Common Stock $683084 0.52% 4887 ऊपर ×1
IUSV iShares Core S&P U.S. Value ETF $679114 0.52% 7358 ऊपर ×1
SPYV State Street SPDR Portfolio S&P 500 Value ETF $678529 0.52% 13286 ऊपर ×1
JPST JPMorgan Ultra-Short Income ETF $673379 0.52% 13300 ऊपर ×1
BSV VANGUARD BOND INDEX FUNDS $666737 0.51% 8517 ऊपर ×1
SYK Stryker Corporation Common Stock $658952 0.50% 1770 ऊपर ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $652040 0.50% 9915 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $601199 0.46% 2451 ऊपर ×1
BIL SPDR SERIES TRUST $599272 0.46% 6533 ऊपर ×1
IUSB iShares Core Universal USD Bond ETF $593603 0.45% 12882 ऊपर ×1
VBK Vanguard Morningstar Small-Cap Growth ETF $570367 0.44% 2265 ऊपर ×1
SCHJ SCHWAB STRATEGIC TRUST $567662 0.43% 23038 ऊपर ×1
FTEC FIDELITY COVINGTON TRUST $567206 0.43% 3517 ऊपर ×1
VCSH Vanguard Short-Term Corporate Bond ETF $559728 0.43% 7091 ऊपर ×1
SMOT VanEck ETF Trust $557408 0.43% 16999 ऊपर ×1
BSCW Invesco BulletShares 2032 Corporate Bond ETF $552348 0.42% 27116 ऊपर ×1
BSCV Invesco BulletShares 2031 Corporate Bond ETF $549254 0.42% 33676 ऊपर ×1
COWZ Pacer Funds Trust $546340 0.42% 9977 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $530661 0.41% 4462 ऊपर ×1
SPDW State Street SPDR Portfolio Developed World ex-US ETF $524001 0.40% 14392 ऊपर ×1
PFF iShares Preferred and Income Securities ETF $508972 0.39% 16563 ऊपर ×1
VTV Vanguard Morningstar Value ETF $495006 0.38% 2866 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $491967 0.38% 3181 ऊपर ×1
RTX RTX Corporation Common Stock $490767 0.38% 3705 ऊपर ×1
SCHO SCHWAB STRATEGIC TRUST $469762 0.36% 19300 ऊपर ×1
BSCT Invesco BulletShares 2029 Corporate Bond ETF $466416 0.36% 25171 ऊपर ×1
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF $463139 0.35% 16205 ऊपर ×1
XLE SELECT SECTOR SPDR TRUST $456888 0.35% 4889 ऊपर ×1
IVE iShares Trust $449769 0.34% 2360 ऊपर ×1
PLD Prologis, Inc. Common Stock $423523 0.32% 3789 ऊपर ×1
JBND JPMorgan Active Bond ETF $420186 0.32% 7851 ऊपर ×1
LQDW iShares Trust $416155 0.32% 15830 ऊपर ×1
DSI iShares Trust $405134 0.31% 3956 ऊपर ×1
HON Honeywell International Inc. - Common Stock $398148 0.31% 1880 ऊपर ×1
CVX Chevron Corporation Common Stock $398103 0.31% 2380 ऊपर ×1
UPS United Parcel Service, Inc. Common Stock $396692 0.30% 3607 ऊपर ×1
IQLT iShares Trust $395678 0.30% 9969 ऊपर ×1
IWF iShares Russell 1000 Growth Fund $393533 0.30% 1090 ऊपर ×1
IBIT iShares Bitcoin Trust ETF $388055 0.30% 8290 ऊपर ×1
XLF SELECT SECTOR SPDR TRUST $387012 0.30% 7770 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $382759 0.29% 701 ऊपर ×1
JQUA JPMorgan U.S. Quality Factor ETF $372702 0.29% 6600 ऊपर ×1
VWO Vanguard FTSE Emerging Markets ETF $370333 0.28% 8182 ऊपर ×1
TLT iShares 20+ Year Treasury Bond ETF $358931 0.28% 3943 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
IVV $16484020 29336 12.63%
SPY $5098603 9115 3.91%
VTI $3525136 12826 2.70%
GOVT $3067455 133455 2.35%
GLD $2826365 9809 2.17%
SCHD $2821397 100908 2.16%
VB $2676223 12069 2.05%
JCPB $2301432 48925 1.76%
EFA $2270085 27775 1.74%
HELO $2159282 36181 1.65%
AAPL $2040072 9184 1.56%
VYM $1991474 15443 1.53%
LQD $1954387 17981 1.50%
BRK-B (के रूप में दायर BRKB) $1880007 3530 1.44%
MBB $1759309 18760 1.35%