क्षेत्रवार विवरण

04
Technology 5.6%
Financials 2.1%
Healthcare 2.0%
Consumer products 1.6%
Retail 1.0%
Industrials 0.8%
Energy 0.6%
Consumer Discretionary 0.5%
Communication Services 0.5%
Consumer Staples 0.5%
Materials 0.1%
अन्य/अनमैप्ड 84.7%

पूर्ण पोर्टफोलियो 115 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
VTI Vanguard Morningstar Total Stock Market ETF $15200997 8.19% 55309 $-628670 ऊपर ×1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $12738628 6.87% 158500 $-637876 ऊपर ×1
SCHX SCHWAB STRATEGIC TRUST $11505569 6.20% 521086 ऊपर ×1
SPY SPY $11056577 5.96% 19765 $-14208027 नीचे ×1
EFG iShares Trust $6044017 3.26% 60440 $-1710697 नीचे ×1
DFIV Dimensional ETF Trust $6032183 3.25% 153257 $51487 नीचे ×1
IEFA iShares Core MSCI EAFE ETF $6009206 3.24% 79434 $3371080 ऊपर ×1
VYM Vanguard High Dividend Yield ETF $5990242 3.23% 46450 $832151 ऊपर ×1
VOOV Vanguard S&P 500 Value ETF $5747019 3.10% 31202 $-240306 नीचे ×1
QEFA SPDR INDEX SHARES FUNDS $5121098 2.76% 64860 $52651 नीचे ×1
MSFT Microsoft Corporation - Common Stock $4662377 2.51% 12420 $-514965 नीचे ×1
JAAA Janus Henderson AAA CLO ETF $4291613 2.31% 84630 $-45596 नीचे ×1
COWZ Pacer Funds Trust $4023796 2.17% 73481 $-161355 ऊपर ×1
AAPL Apple Inc. - Common Stock $3739766 2.02% 16836 $-194447 ऊपर ×1
EFA iShares Trust $3389843 1.83% 41476 $80133 नीचे ×1
VB Vanguard Morningstar Small-Cap ETF $3034162 1.64% 13683 $-464501 नीचे ×1
PG Procter & Gamble Company (The) Common Stock $2915312 1.57% 17107 $639209 ऊपर ×1
VO Vanguard Morningstar Mid-Cap ETF $2823080 1.52% 10916 $-287422 नीचे ×1
IVE iShares Trust $2651578 1.43% 13913 $-117652 नीचे ×1
IVV iShares Trust $2472862 1.33% 4401 $-76987 ऊपर ×1
CALF Pacer Funds Trust $2382425 1.28% 63531 $-204311 ऊपर ×1
HDV iShares Trust $2336232 1.26% 19289 $151004 ऊपर ×1
EMXC iShares MSCI Emerging Markets ex China ETF $2322018 1.25% 42150 $35572 ऊपर ×1
IYW iShares U.S. Technology ETF $2319216 1.25% 16514 $-235723 ऊपर ×1
IVW iShares S&P 500 Growth ETF $2251587 1.21% 24255 $-317352 नीचे ×1
LLY Eli Lilly and Company Common Stock $2094988 1.13% 2537 $-10963 नीचे ×1
IWO iShares Russell 2000 Growth Fund $2056798 1.11% 8049 $-201227 ऊपर ×1
VTV Vanguard Morningstar Value ETF $1895055 1.02% 10971 $196931 ऊपर ×1
IJH iShares Trust $1624043 0.88% 27833 $-166005 ऊपर ×1
IJR iShares Trust $1606387 0.87% 15362 $-123730 ऊपर ×1
VUG Vanguard Morningstar Growth ETF $1523125 0.82% 4107 $-82180 ऊपर ×1
BUFR First Trust Exchange-Traded Fund VIII $1513210 0.82% 50967 $307004 ऊपर ×1
IXUS iShares Core MSCI Total International Stock ETF $1493654 0.81% 21396 $-123167 नीचे ×1
NVDA NVIDIA Corporation - Common Stock $1402635 0.76% 12942 $-176927 नीचे ×1
GCOW Pacer Global Cash Cows Dividend ETF $1278237 0.69% 34566 $157661 ऊपर ×1
SCHZ SCHWAB STRATEGIC TRUST $1251126 0.67% 54021 ऊपर ×1
DFAC Dimensional ETF Trust $1182611 0.64% 35848 $-8841 ऊपर ×1
SLYG SPDR SERIES TRUST $1172030 0.63% 14121 $-148598 ऊपर ×1
VEU Vanguard FTSE All World Ex US ETF $1156908 0.62% 19072 $4656 नीचे ×1
ONEQ Fidelity Nasdaq Composite Index ETF $954449 0.51% 14023 $-109078 ऊपर ×1
VOO Vanguard S&P 500 ETF $909756 0.49% 1770 $80064 ऊपर ×1
V Visa Inc. $896593 0.48% 2558 $15100 नीचे ×1
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $872788 0.47% 2079 $-53449 नीचे ×1
ADP Automatic Data Processing, Inc. - Common Stock $865007 0.47% 2831 $3801 नीचे ×1
QQQ Invesco QQQ Trust, Series 1 $858850 0.46% 1832 $-88866 ऊपर ×1
IEMG iShares, Inc. $803974 0.43% 14897 $-12287 नीचे ×1
TLH iShares 10-20 Year Treasury Bond ETF $743633 0.40% 7168 $431551 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $690263 0.37% 3628 $-150173 ऊपर ×1
JNJ Johnson & Johnson Common Stock $660934 0.36% 3985 $67168 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $647518 0.35% 2640 $-71705 नीचे ×1
VBK Vanguard Morningstar Small-Cap Growth ETF $634126 0.34% 2519 $-84156 ऊपर ×1
LQD iShares Trust $620187 0.33% 5706 $-7858 नीचे ×1
SCHD SCHWAB STRATEGIC TRUST $611622 0.33% 21875 $190192 ऊपर ×1
DIVO Amplify ETF Trust $585466 0.32% 14360 $-19029 ऊपर ×1
MGK VANGUARD WORLD FUND $569828 0.31% 1845 $-72414
IAU iShares Gold Trust Shares $568787 0.31% 9647 $215245 ऊपर ×1
VBR Vanguard Morningstar Small-Cap Value ETF $568419 0.31% 3051 $-63599 नीचे ×1
VOT Vanguard Morningstar Mid-Cap Growth ETF $555992 0.30% 2273 $-85412 नीचे ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund $526118 0.28% 6588 $-22662
DGRO iShares Trust $525853 0.28% 8512 $46631 ऊपर ×1
BUFQ First Trust Exchange-Traded Fund VIII $512995 0.28% 17180 $76056 ऊपर ×1
XT iShares Future Exponential Technologies ETF $511288 0.28% 8883 $-51858 नीचे ×1
PKW Invesco BuyBack Achievers ETF $506968 0.27% 4500 $-48130 नीचे ×1
QQQM Invesco NASDAQ 100 ETF $492203 0.27% 2550 $-131124 नीचे ×1
RSP Invesco Exchange-Traded Fund Trust $491106 0.26% 2835 $-32417 नीचे ×1
AMGN Amgen Inc. - Common Stock $487077 0.26% 1563 $59253 ऊपर ×1
CVX Chevron Corporation Common Stock $476985 0.26% 2851 $54595 ऊपर ×1
AOA iShares Trust $473685 0.26% 6192 $-2051 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $471030 0.25% 3961 $30614 नीचे ×1
HIG The Hartford Insurance Group, Inc. Common Stock $467629 0.25% 3779 $45365 नीचे ×1
TSLA Tesla, Inc. - Common Stock $442127 0.24% 1706 $-163155 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $431841 0.23% 4811 $-26789 ऊपर ×1
DFGP Dimensional Global Core Plus Fixed Income ETF $412921 0.22% 7728 $16774 ऊपर ×1
LOW Lowe's Companies, Inc. Common Stock $409516 0.22% 1756 $-33783 ऊपर ×1
UNM Unum Group Common Stock $408341 0.22% 5013 $16240 नीचे ×1
VZ Verizon Communications Inc. Common Stock $405886 0.22% 8948 $66622 ऊपर ×1
IJS iShares S&P SmallCap 600 Value ETF $399662 0.22% 4100 $-51840 ऊपर ×1
EEM iShares, Inc. $383782 0.21% 8782 $28119 ऊपर ×1
VIG Vanguard Div Appreciation ETF $378287 0.20% 1950 $-15384 ऊपर ×1
VOOG Vanguard S&P 500 Growth ETF $376740 0.20% 1126 $-45705 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $365848 0.20% 670 $-87066 नीचे ×1
JEPI JPMorgan Equity Premium Income ETF $363902 0.20% 6369 $868 ऊपर ×1
MO Altria Group, Inc. $357888 0.19% 5963 $46450
KR Kroger Company (The) Common Stock $355874 0.19% 5257 $27244 नीचे ×1
IOO iShares Trust $352036 0.19% 3656 $-21680
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $348611 0.19% 653 $-13161 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $332991 0.18% 2221 $16618 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $329206 0.18% 898 $-12941 ऊपर ×1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF $327953 0.18% 10651 $90353 ऊपर ×1
MCD McDonald's Corporation Common Stock $326489 0.18% 1045 $56708 ऊपर ×1
VTEB Vanguard Tax-Exempt Bond ETF $323058 0.17% 6511 $-44919 नीचे ×1
SNA Snap-On Incorporated Common Stock $314450 0.17% 933 $-21320 नीचे ×1
MS Morgan Stanley Common Stock $312723 0.17% 2680 $-87265 नीचे ×1
TXN Texas Instruments Incorporated - Common Stock $305046 0.16% 1698 $-1331 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $302200 0.16% 1934 $-89284 ऊपर ×1
IFRA iShares U.S. Infrastructure ETF $294159 0.16% 6527 $-685951 नीचे ×1
SPEM State Street SPDR Portfolio Emerging Markets ETF $286858 0.15% 7286 $-48662 नीचे ×1
BLK BlackRock, Inc. Common Stock $285372 0.15% 302 $-157651 नीचे ×1
AVGO Broadcom Inc. - Common Stock $281667 0.15% 1682 $-54529 ऊपर ×1
GLD SPDR Gold Shares $279496 0.15% 970 $71614 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
SCHX $11505569 521086 6.20%
SCHZ $1251126 54021 0.67%
HSY $241405 1411 0.13%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
SPY छंटनी की -22K -$14.2M
IEFA अधिक खरीदा +44K +$3.4M
EFG छंटनी की -16K -$1.7M
VYM अधिक खरीदा +7K +$832K
IFRA छंटनी की -14K -$686K
PG अधिक खरीदा +3K +$639K
SPYG अधिक खरीदा +10K -$638K
VTI अधिक खरीदा +2K -$629K
MSFT छंटनी की -54 -$515K
VB छंटनी की -332 -$465K