क्षेत्रवार विवरण

04
Technology 3.7%
Communication Services 1.6%
Health Care 1.0%
Retail 0.8%
Industrials 0.5%
Consumer Discretionary 0.3%
Financials 0.1%
अन्य/अनमैप्ड 91.8%

पूर्ण पोर्टफोलियो 86 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
DFUS Dimensional ETF Trust $62591484 21.08% 763870 $14854536 ऊपर ×2
DUHP Dimensional ETF Trust $23263192 7.83% 557469 $5051823 ऊपर ×2
DFLV Dimensional ETF Trust $18896657 6.36% 477912 $3648515 ऊपर ×2
DFIC Dimensional ETF Trust $18508201 6.23% 496731 $2950781 ऊपर ×2
DFSD Dimensional ETF Trust $17452732 5.88% 365502 $2572312 ऊपर ×2
DUSB Dimensional ETF Trust $13472559 4.54% 265312 $1271089 ऊपर ×2
DFCF Dimensional ETF Trust $11447340 3.86% 271200 $2127141 ऊपर ×2
DFAC Dimensional ETF Trust $8587978 2.89% 193597 $1288697 ऊपर ×1
DFSV Dimensional ETF Trust $8454575 2.85% 217958 $1745305 ऊपर ×2
DFEM Dimensional ETF Trust $7143160 2.41% 175767 $1706895 ऊपर ×2
VBIL Vanguard 0-3 Month Treasury Bill ETF $6310021 2.13% 83378 $172577 ऊपर ×2
DISV Dimensional ETF Trust $6176392 2.08% 153910 $744689 ऊपर ×2
BINC iShares Flexible Income Active ETF $6078443 2.05% 116134 $1249226 ऊपर ×2
DIHP Dimensional ETF Trust $5821947 1.96% 170606 $976901 ऊपर ×2
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $5745380 1.93% 216643 $1031747 ऊपर ×2
DFIP Dimensional ETF Trust $5717707 1.93% 138594 $733100 ऊपर ×2
DFAX Dimensional ETF Trust $5089906 1.71% 138162 $1174058 ऊपर ×2
SPY SPY $4939787 1.66% 6615 $4598675 ऊपर ×1
DEHP Dimensional ETF Trust $3877905 1.31% 90669 $1044134 ऊपर ×2
NVDA NVIDIA Corporation - Common Stock $3567782 1.20% 17831 $1895870 ऊपर ×2
DFEV Dimensional ETF Trust $3567663 1.20% 83616 $794511 ऊपर ×2
LRCX Lam Research Corporation - Common Stock $3342504 1.13% 7714 $1651804 नीचे ×2
DFGR Dimensional ETF Trust $2992343 1.01% 103291 $603991 ऊपर ×2
META Meta Platforms, Inc. - Class A Common Stock $2343250 0.79% 4160 $565182 ऊपर ×2
DFGP Dimensional Global Core Plus Fixed Income ETF $2045850 0.69% 37566 $144349 ऊपर ×1
IDXX IDEXX Laboratories, Inc. - Common Stock $2029447 0.68% 3855 $-136100 ऊपर ×2
GOOGL Alphabet Inc. - Class A Common Stock $1800574 0.61% 5038 $1012939 ऊपर ×2
अज्ञात जारीकर्ता (CUSIP: 02072Q275) $1699715 0.57% 29860 $238325
DFCA Dimensional ETF Trust $1479017 0.50% 29474 $-64010 नीचे ×1
AVUV AMERICAN CENTURY ETF TRUST $1380824 0.47% 11068 $185679 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $1378168 0.46% 5782 $330911 ऊपर ×2
SPHQ Invesco S&P 500 Quality ETF $1347282 0.45% 14953 $441907 ऊपर ×1
AAPL Apple Inc. - Common Stock $1231557 0.41% 4256 $622070 ऊपर ×2
COST Costco Wholesale Corporation - Common Stock $1143073 0.38% 1222 $-43991 ऊपर ×1
ITOT iShares Trust $1134588 0.38% 6907 $126960 नीचे ×1
SGOV iShares Trust $1071745 0.36% 10646 $-149850 नीचे ×2
TSLA Tesla, Inc. - Common Stock $945387 0.32% 2248 $381550 ऊपर ×2
AVGO Broadcom Inc. - Common Stock $929045 0.31% 2459 $248083 ऊपर ×2
DFAI Dimensional ETF Trust $922714 0.31% 22369 $-56293 नीचे ×2
IEFA iShares Core MSCI EAFE ETF $824166 0.28% 8534 $63091 ऊपर ×2
VOO Vanguard S&P 500 ETF $795491 0.27% 1158 $110423 ऊपर ×2
DGCB Dimensional Global Credit ETF $769089 0.26% 14068 $184799 ऊपर ×1
AMD Advanced Micro Devices, Inc. - Common Stock $766981 0.26% 1320 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $715635 0.24% 1918 $48862 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $705419 0.24% 1996 $-537661 नीचे ×1
AVEM AMERICAN CENTURY ETF TRUST $688258 0.23% 7133 $111312 नीचे ×2
AVLV AMERICAN CENTURY ETF TRUST $683396 0.23% 7493 $259828 ऊपर ×2
DCOR Dimensional ETF Trust $645074 0.22% 7869 $111202 ऊपर ×1
IVV iShares Trust $634451 0.21% 847 $-198294 नीचे ×1
DFGX Dimensional Global ex US Core Fixed Income ETF $634009 0.21% 11830 $37164 ऊपर ×1
CAOS EA Series Trust $630573 0.21% 6978
AVUS AMERICAN CENTURY ETF TRUST $610888 0.21% 4770 $27339 नीचे ×1
LLY Eli Lilly and Company Common Stock $561379 0.19% 468 ऊपर ×1
DFAU Dimensional ETF Trust $545205 0.18% 10548 $76137 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $535704 0.18% 727 $171145 ऊपर ×1
AVDE AMERICAN CENTURY ETF TRUST $517609 0.17% 5803 ऊपर ×1
SPMO Invesco S&P 500 Momentum ETF $510255 0.17% 3159 ऊपर ×1
GEV GE Vernova Inc. Common Stock $503169 0.17% 428 ऊपर ×1
DFNM Dimensional ETF Trust $486651 0.16% 10068 $-1263 नीचे ×2
TFLO iShares Treasury Floating Rate Bond ETF $483793 0.16% 9555 $-2087309 नीचे ×1
VEA Vanguard FTSE Developed Markets ETF $476686 0.16% 6690 $128863 ऊपर ×2
PANW Palo Alto Networks, Inc. - Common Stock $462150 0.16% 1355 ऊपर ×1
VTV Vanguard Morningstar Value ETF $458409 0.15% 2103 $64047 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $449522 0.15% 422 $154745 ऊपर ×1
DFSU Dimensional ETF Trust $371548 0.13% 7968 $44143
IDXX IDEXX Laboratories, Inc. - Common Stock $368890 0.12% 37 पुट ऑप्शन ऊपर ×1
FAST Fastenal Company - Common Stock $363020 0.12% 7558 $13070 ऊपर ×1
VB Vanguard Morningstar Small-Cap ETF $356240 0.12% 1175 $54711 ऊपर ×1
ILCB iShares Trust $330436 0.11% 3188 $43962
AVDV AMERICAN CENTURY ETF TRUST $329846 0.11% 3201 $-893 नीचे ×1
FELC Fidelity Covington Trust $266364 0.09% 6356 $35846
VTI Vanguard Morningstar Total Stock Market ETF $266345 0.09% 720 ऊपर ×1
VOE Vanguard Morningstar Mid-Cap Value ETF $262427 0.09% 1328 $33484 ऊपर ×1
FMTM MarketDesk Focused U.S. Momentum ETF $260727 0.09% 5974 ऊपर ×1
QMOM Alpha Architect U.S. Quantitative Momentum ETF $252602 0.09% 3208 $32201 नीचे ×2
AVSC AMERICAN CENTURY ETF TRUST $250789 0.08% 3420 $36724 नीचे ×1
DFIV Dimensional ETF Trust $240656 0.08% 4455 $6245 ऊपर ×2
FRDM Freedom 100 Emerging Markets ETF $238831 0.08% 3276 ऊपर ×1
VSDM Vanguard Short Duration Tax-Exempt Bond ETF $236174 0.08% 3082 $1048
FNDX SCHWAB STRATEGIC TRUST $233566 0.08% 7510 $24408
COF Capital One Financial Corporation Common Stock $230621 0.08% 1150 ऊपर ×1
GLDM SPDR Gold MiniShares Trust $213944 0.07% 2694 ऊपर ×1
AVAV AeroVironment, Inc. - Common Stock $211290 0.07% 1280 ऊपर ×1
IJR iShares Trust $208731 0.07% 1407 $-21219 नीचे ×1
QVAL Alpha Architect U.S. Quantitative Value ETF $206707 0.07% 3728
JPM JP Morgan Chase & Co. Common Stock $200815 0.07% 613 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
AMD $766981 1320 0.26%
CAOS $630573 6978 0.21%
LLY $561379 468 0.19%
AVDE $517609 5803 0.17%
SPMO $510255 3159 0.17%
GEV $503169 428 0.17%
PANW $462150 1355 0.16%
IDXX $368890 37 0.12%
VTI $266345 720 0.09%
FMTM $260727 5974 0.09%
FRDM $238831 3276 0.08%
COF $230621 1150 0.08%
GLDM $213944 2694 0.07%
AVAV $211290 1280 0.07%
QVAL $206707 3728 0.07%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
DFUS अधिक खरीदा +91K +$14.9M
DUHP अधिक खरीदा +62K +$5.1M
DFLV अधिक खरीदा +51K +$3.6M
DFIC अधिक खरीदा +59K +$3.0M
DFSD अधिक खरीदा +55K +$2.6M
DFCF अधिक खरीदा +50K +$2.1M
NVDA अधिक खरीदा +8K +$1.9M
DFSV अधिक खरीदा +26K +$1.7M
DFEM अधिक खरीदा +18K +$1.7M
LRCX छंटनी की -199 +$1.7M

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

बाहर निकली पोजीशन

11

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।

सुरक्षाQuarterशेयर पहलेमूल्य पहलेनिकास के बाद से मूल्य
MINT 30 जून 2026 20385 $2050116
BRK-B (के रूप में दायर BRKB) 31 मार्च 2026 1450 $728928 अब ट्रैक नहीं किया जा रहा है
INTU 31 मार्च 2026 888 $588282 -34.2%
DFAW 31 मार्च 2026 6359 $470404
CAOS 31 मार्च 2026 3780 $339355
QVAL 31 मार्च 2026 5169 $252242
XMHQ 31 मार्च 2026 2176 $222832
PLTR 31 मार्च 2026 1209 $214830 29.5%