क्षेत्रवार विवरण

04
Technology 8.5%
Financials 4.8%
Healthcare 3.1%
Industrials 2.4%
Utilities 2.3%
Retail 1.6%
Communication Services 1.4%
Materials 0.6%
Energy 0.5%
Consumer Discretionary 0.4%
Consumer products 0.3%
Consumer Staples 0.2%
Real Estate 0.1%
अन्य/अनमैप्ड 73.8%

पूर्ण पोर्टफोलियो 328 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
TCAF T. Rowe Price Capital Appreciation Equity ETF $3213899 12.12% 78197 $663112
DYNF BlackRock ETF Trust $2307479 8.70% 33929 $727086
CGGR Capital Group Growth ETF $1495575 5.64% 31686 $688715
AAPL Apple Inc. - Common Stock $897621 3.38% 3102 $-55562
CGBL Capital Group Core Balanced ETF $812701 3.06% 21409 ऊपर ×1
SPY SPY $795133 3.00% 1065 $161005
ATFV Alger ETF Trust $651659 2.46% 15733 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $638535 2.41% 3191 $41322
BAI iShares A.I. Innovation and Tech Active ETF $560242 2.11% 10627 ऊपर ×1
TCAL T. Rowe Price Capital Appreciation Premium Income ETF $540393 2.04% 24342 $89517
TMSL T. Rowe Price Small-Mid Cap ETF $525050 1.98% 11974 $125709
USMV iShares MSCI USA Min Vol Factor ETF $484516 1.83% 5023 $142932
HFGO Hartford Funds Exchange-Traded Trust $474913 1.79% 16181 $13159
JPM JP Morgan Chase & Co. Common Stock $436318 1.64% 1333 $9238
ROUS Lattice Strategies Trust $423897 1.60% 6289 $97326
IYW iShares U.S. Technology ETF $417597 1.57% 1656 $-892508
IVV iShares Trust $390761 1.47% 522 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $384760 1.45% 1614 $445
LLY Eli Lilly and Company Common Stock $352732 1.33% 294 $23844
CGMM Capital Group Equity ETF Trust I $352291 1.33% 10685 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $328267 1.24% 880 $-95941
VGT Vanguard Information Tech ETF $313183 1.18% 2620 $107317
BKDV BNY Mellon ETF Trust II $301912 1.14% 9015 ऊपर ×1
GBIL Goldman Sachs ETF Trust $268587 1.01% 2682 $2508
CGXU Capital Group International Focus Equity ETF $259519 0.98% 7496 $56149
BINC iShares Flexible Income Active ETF $236052 0.89% 4510 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $217834 0.82% 610 $-51033
CIVB Civista Bancshares, Inc. - Common Stock $206486 0.78% 7317 ऊपर ×1
MINO PIMCO ETF Trust $201895 0.76% 4412 ऊपर ×1
RBCAA Republic Bancorp, Inc. - Class A Common Stock $192353 0.73% 2127 ऊपर ×1
BALI iShares U.S. Large Cap Premium Income Active ETF $184585 0.70% 5456 $-21039
TBIL F/m US Treasury 3 Month Bill Fund $177302 0.67% 3556 ऊपर ×1
SMLF iShares Trust $173191 0.65% 1943 $-131262
MUNI PIMCO ETF Trust $168440 0.63% 3202 ऊपर ×1
VUG Vanguard Morningstar Growth ETF $145693 0.55% 1691 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $143033 0.54% 141 ऊपर ×1
UTWO US Treasury 2 Year Note ETF $136193 0.51% 2840 ऊपर ×1
CMS CMS Energy Corporation Common Stock $133110 0.50% 1740 ऊपर ×1
VIG Vanguard Div Appreciation ETF $132517 0.50% 560 ऊपर ×1
VYM Vanguard High Dividend Yield ETF $131343 0.50% 831 ऊपर ×1
JNJ Johnson & Johnson Common Stock $130462 0.49% 514 ऊपर ×1
AEP American Electric Power Company, Inc. - Common Stock $117328 0.44% 858 ऊपर ×1
CGDV Capital Group Dividend Value ETF $114203 0.43% 2317 ऊपर ×1
GE GE Aerospace Common Stock $113998 0.43% 305 ऊपर ×1
BND Vanguard Total Bond Market ETF $112165 0.42% 1528 ऊपर ×1
DOW Dow Inc. Common Stock $111986 0.42% 4093 ऊपर ×1
VEA Vanguard FTSE Developed Markets ETF $110883 0.42% 1556 ऊपर ×1
HACK Amplify Cybersecurity ETF $107290 0.40% 1022 ऊपर ×1
BIDD iShares International Dividend Active ETF $104519 0.39% 3482 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $103933 0.39% 760 ऊपर ×1
BKGI BNY Mellon ETF Trust $97764 0.37% 2174 ऊपर ×1
HMOP Hartford Funds Exchange-Traded Trust $97176 0.37% 2482 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $88546 0.33% 251 ऊपर ×1
ETN Eaton Corporation, PLC Ordinary Shares $87933 0.33% 206 ऊपर ×1
GEV GE Vernova Inc. Common Stock $87227 0.33% 74 ऊपर ×1
TLT iShares 20+ Year Treasury Bond ETF $85249 0.32% 986 ऊपर ×1
ABT Abbott Laboratories Common Stock $83993 0.32% 926 ऊपर ×1
CGIE Capital Group International Equity ETF $83601 0.32% 2273 ऊपर ×1
HTRB Hartford Funds Exchange-Traded Trust $82573 0.31% 2448 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $80161 0.30% 624 ऊपर ×1
VOO Vanguard S&P 500 ETF $78485 0.30% 114 ऊपर ×1
DTE DTE Energy Company Common Stock $76749 0.29% 504 ऊपर ×1
IVVM iShares Large Cap Moderate Quarterly Laddered ETF $74461 0.28% 2015 ऊपर ×1
NEE NextEra Energy, Inc. Common Stock $71434 0.27% 814 ऊपर ×1
VTV Vanguard Morningstar Value ETF $67994 0.26% 312 ऊपर ×1
CGCV Capital Group Conservative Equity ETF $65640 0.25% 2000 ऊपर ×1
VDE Vanguard Energy ETF $65022 0.25% 433 ऊपर ×1
IJR iShares Trust $64519 0.24% 435 ऊपर ×1
EW Edwards Lifesciences Corporation Common Stock $62417 0.24% 690 ऊपर ×1
TOUS T. Rowe Price International Equity ETF $61510 0.23% 1603 ऊपर ×1
ABBV AbbVie Inc. Common Stock $60882 0.23% 242 ऊपर ×1
SO Southern Company (The) Common Stock $60419 0.23% 631 ऊपर ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund $60075 0.23% 628 ऊपर ×1
IJH iShares Trust $59017 0.22% 765 ऊपर ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $57141 0.22% 691 ऊपर ×1
FEOE RBB Fund Trust $56230 0.21% 1053 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $55639 0.21% 76 ऊपर ×1
GSLC Goldman Sachs ETF Trust $54620 0.21% 385 ऊपर ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $54019 0.20% 463 ऊपर ×1
CTVA Corteva, Inc. Common Stock $52847 0.20% 624 ऊपर ×1
ESGV VANGUARD WORLD FUND $52243 0.20% 395 ऊपर ×1
KEY KeyCorp Common Stock $51736 0.20% 2245 ऊपर ×1
Q Qnity Electronics, Inc. Common Stock $50953 0.19% 312 ऊपर ×1
FITB Fifth Third Bancorp - Common Stock $49763 0.19% 883 ऊपर ×1
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $45978 0.17% 1734 ऊपर ×1
CGMU Capital Group Fixed Income ETF Trust $45680 0.17% 1663 ऊपर ×1
KO Coca-Cola Company (The) Common Stock $44801 0.17% 551 ऊपर ×1
VFH Vanguard Financials ETF $42920 0.16% 326 ऊपर ×1
SCHA SCHWAB STRATEGIC TRUST $42862 0.16% 1186 ऊपर ×1
NI NiSource Inc Common Stock $41144 0.16% 865 ऊपर ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $40874 0.15% 323 ऊपर ×1
QCOM QUALCOMM Incorporated - Common Stock $40662 0.15% 220 ऊपर ×1
WEC WEC Energy Group, Inc. Common Stock $39961 0.15% 342 ऊपर ×1
XYL Xylem Inc. Common Stock New $39955 0.15% 338 ऊपर ×1
THRO iShares U.S. Thematic Rotation Active ETF $39694 0.15% 921 ऊपर ×1
DE Deere & Company Common Stock $39075 0.15% 62 ऊपर ×1
SCHX SCHWAB STRATEGIC TRUST $38780 0.15% 1318 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $38264 0.14% 261 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $37720 0.14% 100 ऊपर ×1
ACWX iShares MSCI ACWI ex U.S. ETF $37369 0.14% 491 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
CGBL $812701 21409 3.06%
ATFV $651659 15733 2.46%
BAI $560242 10627 2.11%
IVV $390761 522 1.47%
CGMM $352291 10685 1.33%
BKDV $301912 9015 1.14%
BINC $236052 4510 0.89%
CIVB $206486 7317 0.78%
MINO $201895 4412 0.76%
RBCAA $192353 2127 0.73%
TBIL $177302 3556 0.67%
MUNI $168440 3202 0.63%
VUG $145693 1691 0.55%
GS $143033 141 0.54%
UTWO $136193 2840 0.51%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
IYW छंटनी की -5K -$893K
DYNF अधिक खरीदा +8K +$727K
CGGR अधिक खरीदा +14K +$689K
TCAF अधिक खरीदा +11K +$663K
SPY अधिक खरीदा +135 +$161K
USMV अधिक खरीदा +1K +$143K
SMLF छंटनी की -2K -$131K
TMSL अधिक खरीदा +850 +$126K
VGT अधिक खरीदा +2K +$107K
ROUS अधिक खरीदा +630 +$97K