Financial Planning Hawaii, Inc.
CIK 2105146 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $186.4M
- पोजीशन
- 134
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #6684 · शीर्ष 70.8%
पोर्टफोलियो मूल्य QoQ: +9.9% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 40.09%
- शीर्ष 25 होल्डिंग्स का भार
- 61.77%
- 1% से ऊपर की स्थितियाँ
- 28
- स्थितियों की प्रभावी संख्या
- 36.9
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 2.61% अनुमानित। खरीदें $10370534 · बेचें $4638776
- नई स्थितियाँ
- 15
- बढ़ाया
- 46
- घटा हुआ
- 37
- बंद
- 4
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
18.7%
Industrials
8.6%
Healthcare
5.3%
Retail
4.9%
Communication Services
4.8%
Financials
3.6%
Communications
1.9%
Energy
1.6%
Financial Services
1.5%
Consumer products
0.9%
Consumer Discretionary
0.7%
Telecommunication
0.6%
Utilities
0.5%
Consumer Staples
0.5%
Real Estate
0.3%
अन्य/अनमैप्ड
45.7%
पूर्ण पोर्टफोलियो 134 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $18125733 | 9.72% | 62641 | $2267042 | ऊपर ×1 | ||
| VIG | $10795061 | 5.79% | 45622 | $1123299 | ऊपर ×2 | ||
| VTI | $10234224 | 5.49% | 27657 | $1596179 | ऊपर ×2 | ||
| VOO | $8771515 | 4.70% | 12771 | $1296471 | ऊपर ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7691990 | 4.13% | 20621 | $242478 | ऊपर ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3957296 | 2.12% | 11200 | $807286 | ऊपर ×2 | ||
| RSP | $3925972 | 2.11% | 18452 | $332324 | नीचे ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3831321 | 2.06% | 10721 | $727779 | नीचे ×1 | ||
| SDY | $3743932 | 2.01% | 24602 | $115134 | नीचे ×2 | ||
| VO | $3669338 | 1.97% | 45542 | $205010 | ऊपर ×2 | ||
| VXUS Vanguard Total International Stock ETF | $3481051 | 1.87% | 40719 | $369017 | ऊपर ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3460950 | 1.86% | 29465 | $1234195 | ऊपर ×1 | ||
| XLU XLU | $3090374 | 1.66% | 68160 | $-37488 | |||
| VYM | $3077253 | 1.65% | 19473 | $158350 | नीचे ×1 | ||
| ABBV AbbVie Inc. Common Stock | $2995978 | 1.61% | 11906 | $348500 | नीचे ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2870357 | 1.54% | 11302 | $115204 | ऊपर ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2676558 | 1.44% | 11230 | $140454 | नीचे ×1 | ||
| GLDM | $2640715 | 1.42% | 33250 | $-441228 | |||
| VEA | $2548315 | 1.37% | 35766 | $349538 | ऊपर ×2 | ||
| VB | $2422182 | 1.30% | 7991 | $329820 | ऊपर ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2397249 | 1.29% | 23813 | $-27336 | नीचे ×1 | ||
| AMGN Amgen Inc. - Common Stock | $2323000 | 1.25% | 6415 | $148567 | ऊपर ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2243119 | 1.20% | 11211 | $169131 | नीचे ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2101352 | 1.13% | 2854 | $669059 | ऊपर ×1 | ||
| IJR | $2087132 | 1.12% | 14073 | $331531 | नीचे ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $2051086 | 1.10% | 4026 | $-382188 | |||
| CMI Cummins Inc. Common Stock | $1982724 | 1.06% | 2780 | $540830 | ऊपर ×1 | ||
| ROST Ross Stores, Inc. - Common Stock | $1881807 | 1.01% | 8841 | $27454 | ऊपर ×1 | ||
| PYLD | $1846989 | 0.99% | 69645 | $113349 | ऊपर ×2 | ||
| CVX Chevron Corporation Common Stock | $1790135 | 0.96% | 10800 | $-897347 | नीचे ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1697935 | 0.91% | 11579 | $25694 | ऊपर ×1 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $1610343 | 0.86% | 14018 | $296027 | नीचे ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1602454 | 0.86% | 4896 | $199449 | ऊपर ×2 | ||
| BINC | $1571870 | 0.84% | 30032 | $143966 | ऊपर ×2 | ||
| FNDX | $1502014 | 0.81% | 48296 | $289221 | ऊपर ×2 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $1420348 | 0.76% | 15210 | $186517 | ऊपर ×2 | ||
| TRV The Travelers Companies, Inc. Common Stock | $1401359 | 0.75% | 4245 | $179220 | ऊपर ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1358571 | 0.73% | 5023 | $-96190 | नीचे ×2 | ||
| SPY SPY | $1342902 | 0.72% | 1798 | $403061 | ऊपर ×2 | ||
| GD General Dynamics Corporation Common Stock | $1323795 | 0.71% | 3737 | $199063 | ऊपर ×1 | ||
| WMT Walmart Inc. - Common Stock | $1229212 | 0.66% | 10853 | $-119400 | ऊपर ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1151382 | 0.62% | 3048 | $341394 | ऊपर ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1139161 | 0.61% | 26905 | $-330227 | नीचे ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1114645 | 0.60% | 8153 | $-376227 | नीचे ×1 | ||
| IGM | $983443 | 0.53% | 6012 | $270961 | |||
| RTX RTX Corporation Common Stock | $975781 | 0.52% | 5143 | $-72438 | नीचे ×1 | ||
| SCHD | $932870 | 0.50% | 29419 | $115604 | ऊपर ×2 | ||
| AXP American Express Company Common Stock | $913652 | 0.49% | 2701 | $207512 | ऊपर ×2 | ||
| CFR Cullen/Frost Bankers, Inc. Common Stock | $881382 | 0.47% | 5704 | $99478 | |||
| DIA | $831047 | 0.45% | 1591 | $111104 | ऊपर ×2 | ||
| SNA Snap-On Incorporated Common Stock | $819689 | 0.44% | 2037 | $15520 | नीचे ×2 | ||
| IBM International Business Machines Corporation Common Stock | $786544 | 0.42% | 2797 | $108579 | |||
| AFL AFLAC Incorporated Common Stock | $781706 | 0.42% | 6667 | $-51212 | नीचे ×2 | ||
| GLD | $775440 | 0.42% | 2105 | $-130320 | |||
| NBTB NBT Bancorp Inc. - Common Stock | $762223 | 0.41% | 15439 | $104830 | |||
| DE Deere & Company Common Stock | $759927 | 0.41% | 1198 | $48479 | नीचे ×1 | ||
| BRKA | $748850 | 0.40% | 1 | $30710 | |||
| NOC Northrop Grumman Corporation Common Stock | $741046 | 0.40% | 1455 | $-251613 | |||
| COST Costco Wholesale Corporation - Common Stock | $729285 | 0.39% | 780 | $-53467 | नीचे ×2 | ||
| BRKB | $719060 | 0.39% | 1437 | $30450 | |||
| KR Kroger Company (The) Common Stock | $710229 | 0.38% | 12790 | $-228642 | नीचे ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $705594 | 0.38% | 5491 | $-31904 | नीचे ×2 | ||
| NSC Norfolk Southern Corporation Common Stock | $694929 | 0.37% | 2209 | $60946 | |||
| ED Consolidated Edison, Inc. Common Stock | $689585 | 0.37% | 6233 | $-15627 | ऊपर ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $687925 | 0.37% | 646 | $187752 | नीचे ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $686419 | 0.37% | 1632 | $73775 | नीचे ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $684920 | 0.37% | 1216 | $34807 | ऊपर ×1 | ||
| LLY Eli Lilly and Company Common Stock | $675609 | 0.36% | 563 | $157747 | |||
| V Visa Inc. | $673999 | 0.36% | 1964 | $-43645 | नीचे ×1 | ||
| MO Altria Group, Inc. | $672757 | 0.36% | 9350 | $55967 | ऊपर ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $660231 | 0.35% | 675 | $55944 | |||
| ORCL Oracle Corporation Common Stock | $656251 | 0.35% | 4478 | $3965 | ऊपर ×2 | ||
| HUBB Hubbell Inc Common Stock | $613714 | 0.33% | 1173 | $55252 | ऊपर ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $597516 | 0.32% | 3944 | $45114 | ऊपर ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $580241 | 0.31% | 3140 | $122428 | नीचे ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $544275 | 0.29% | 1873 | $-178124 | नीचे ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $523831 | 0.28% | 2785 | $91850 | |||
| GLW Corning Incorporated Common Stock | $519800 | 0.28% | 2035 | $243101 | |||
| IJH | $509961 | 0.27% | 6613 | $63357 | |||
| PSA Public Storage Common Stock | $471099 | 0.25% | 1480 | $70197 | |||
| BHB | $447645 | 0.24% | 11855 | $29689 | नीचे ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $436855 | 0.23% | 3966 | $31331 | |||
| SUSA | $432503 | 0.23% | 2803 | $62227 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $429719 | 0.23% | 216 | $-58988 | नीचे ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $401268 | 0.22% | 5620 | $-139095 | |||
| CRM Salesforce, Inc. Common Stock | $397446 | 0.21% | 2537 | $24106 | ऊपर ×1 | ||
| VIOG | $394289 | 0.21% | 2570 | $74427 | |||
| CSX CSX Corporation - Common Stock | $391410 | 0.21% | 8235 | $-9443 | नीचे ×1 | ||
| MCD McDonald's Corporation Common Stock | $370054 | 0.20% | 1369 | $-55418 | |||
| EMR Emerson Electric Company Common Stock | $355861 | 0.19% | 2486 | $30407 | ऊपर ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $351360 | 0.19% | 207 | $-191552 | नीचे ×1 | ||
| VSDM | $347984 | 0.19% | 4541 | $2019 | ऊपर ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $347801 | 0.19% | 2569 | $-50902 | ऊपर ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $347145 | 0.19% | 3765 | $92003 | ऊपर ×2 | ||
| IEFA | $343299 | 0.18% | 3555 | $21505 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $342418 | 0.18% | 717 | ऊपर ×1 | |||
| GPC Genuine Parts Company Common Stock | $339782 | 0.18% | 2880 | $-46206 | नीचे ×2 | ||
| RJF Raymond James Financial, Inc. Common Stock | $339331 | 0.18% | 2232 | $109839 | ऊपर ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $332779 | 0.18% | 944 | $22448 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $332281 | 0.18% | 572 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| TSM | $342418 | 717 | 0.18% |
| AMD | $332281 | 572 | 0.18% |
| BR | $332241 | 2426 | 0.18% |
| MRVL | $279123 | 937 | 0.15% |
| अज्ञात जारीकर्ता (CUSIP: 438516205) | $277860 | 1241 | 0.15% |
| अज्ञात जारीकर्ता (CUSIP: 43849R105) | $274360 | 1241 | 0.15% |
| MU | $267795 | 232 | 0.14% |
| ABT | $251078 | 2767 | 0.13% |
| IJS | $228256 | 1670 | 0.12% |
| MKSI | $221955 | 499 | 0.12% |
| BAC | $217493 | 3817 | 0.12% |
| MRSH | $215174 | 1291 | 0.12% |
| BA | $214089 | 989 | 0.11% |
| WDC | $206307 | 323 | 0.11% |
| AMAT | $203163 | 281 | 0.11% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
| सुरक्षा | कार्रवाई | शेयर Δ | मूल्य Δ |
|---|---|---|---|
| AAPL | अधिक खरीदा | +154 | +$2.3M |
| VTI | अधिक खरीदा | +731 | +$1.6M |
| VOO | अधिक खरीदा | +262 | +$1.3M |
| CSCO | अधिक खरीदा | +766 | +$1.2M |
| VIG | अधिक खरीदा | +650 | +$1.1M |
| CVX | छंटनी की | -2K | -$897K |
| GOOG | अधिक खरीदा | +219 | +$807K |
| GOOGL | छंटनी की | -72 | +$728K |
| QQQ | अधिक खरीदा | +372 | +$669K |
| CMI | अधिक खरीदा | +100 | +$541K |
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| HON | 30 जून 2026 | 2487 | $562137 | -1.9% |
| BDX | 31 मार्च 2026 | 1780 | $345445 | 20.1% |
| BITB | 31 मार्च 2026 | 5665 | $269427 | अब ट्रैक नहीं किया जा रहा है |
| HII | 30 जून 2026 | 700 | $265930 | 8.9% |
| ADP | 31 मार्च 2026 | 880 | $226362 | 37.3% |
| BR | 31 मार्च 2026 | 1005 | $224286 | 10.3% |
| CMCSA | 30 जून 2026 | 7640 | $219344 | 7.8% |
| BA | 31 मार्च 2026 | 989 | $214732 | 7.8% |
| NKE | 30 जून 2026 | 4000 | $211280 | -1.2% |
| AOS | 31 मार्च 2026 | 3147 | $210471 | -4.9% |
| BAC | 31 मार्च 2026 | 3817 | $209935 | 28.1% |