क्षेत्रवार विवरण

04
Financials 9.3%
Technology 2.5%
Retail 1.1%
Industrials 1.1%
Communication Services 0.8%
Healthcare 0.6%
Consumer Discretionary 0.2%
Energy 0.1%
Consumer Staples 0.1%
अन्य/अनमैप्ड 84.1%

पूर्ण पोर्टफोलियो 106 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
VOO VANGUARD INDEX FUNDS $83393745 21.29% 121422 $11506018 ऊपर ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $39974646 10.21% 56835 $5368376 ऊपर ×1
IWM iShares Trust $36062743 9.21% 120029 $6531483 ऊपर ×1
SPY SPY $19010403 4.85% 25457 $2439123 नीचे ×1
EFA iShares Trust $13442044 3.43% 129400 $985038 ऊपर ×1
AGG iShares Trust $12854762 3.28% 129872 $1031694 ऊपर ×1
IWF iShares Trust $12131897 3.10% 97704 $1607779 ऊपर ×1
IWD iShares Trust $10960704 2.80% 45212 $1361176 ऊपर ×1
IWO iShares Trust $10445617 2.67% 26514 $1777558 नीचे ×1
VB VANGUARD INDEX FUNDS $9827239 2.51% 32420 $1267471 नीचे ×1
IJK iShares Trust $9710908 2.48% 82646 $1439250 ऊपर ×1
IJJ iShares Trust $9209490 2.35% 62340 $1080934 ऊपर ×1
BRK-A (के रूप में दायर BRKA) Berkshire Hathaway Inc. Class A $8986200 2.29% 12 $368520
IWN iShares Trust $8371919 2.14% 37848 $1109243 नीचे ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $8325437 2.13% 33813 $1289290
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $7071511 1.81% 14132 $358877 ऊपर ×1
EEM iShares, Inc. $7052204 1.80% 103087 $1168884 नीचे ×1
WFC Wells Fargo & Company Common Stock $5111044 1.30% 61847 $165786 नीचे ×1
IVV iShares Trust $4753095 1.21% 6347 $605804 नीचे ×1
BND Vanguard Total Bond Market ETF $4326639 1.10% 58938 $488522 ऊपर ×1
AAPL Apple Inc. - Common Stock $3841444 0.98% 13276 $542020 ऊपर ×1
SCHX SCHWAB STRATEGIC TRUST $2678803 0.68% 91023 $329957 नीचे ×1
IEFA iShares Trust $2570208 0.66% 26612 $258432 ऊपर ×1
AXP American Express Company Common Stock $2553111 0.65% 7548 $278461 ऊपर ×1
SCHZ SCHWAB STRATEGIC TRUST $2548292 0.65% 110173 $103654 ऊपर ×1
IJH iShares Trust $2514111 0.64% 32604 $314045 ऊपर ×1
VTI VANGUARD INDEX FUNDS $2136994 0.55% 5775 $290592 ऊपर ×1
SCHM SCHWAB STRATEGIC TRUST $1972901 0.50% 53510 $299740 नीचे ×1
JNJ Johnson & Johnson Common Stock $1875568 0.48% 7385 $2379 नीचे ×1
BKE Buckle, Inc. (The) Common Stock $1847495 0.47% 43779 $-335582 ऊपर ×1
SCHA SCHWAB STRATEGIC TRUST $1831786 0.47% 50700 $318697 नीचे ×1
ETN Eaton Corporation, PLC Ordinary Shares $1790130 0.46% 4201 $282193 नीचे ×1
JPM JP Morgan Chase & Co. Common Stock $1772165 0.45% 5414 $-19702 नीचे ×1
ACWX iShares MSCI ACWI ex U.S. ETF $1544795 0.39% 20297 $62249 नीचे ×1
MSFT Microsoft Corporation - Common Stock $1534597 0.39% 4114 $-19712 नीचे ×1
AMZN Amazon.com, Inc. - Common Stock $1458641 0.37% 6120 $377303 ऊपर ×1
XLK SELECT SECTOR SPDR TRUST $1442998 0.37% 7574 $472296 ऊपर ×1
IBDV iShares Trust $1438473 0.37% 65985 $-5939
VO VANGUARD INDEX FUNDS $1241261 0.32% 15406 $6334 ऊपर ×1
IWB iShares Trust $1211711 0.31% 2959 $156650
IBM International Business Machines Corporation Common Stock $1100937 0.28% 3915 $147860 नीचे ×1
GOOGL Alphabet Inc. - Class A Common Stock $1073350 0.27% 3003 $226419 ऊपर ×1
VBK VANGUARD INDEX FUNDS $1060530 0.27% 2900 $179471 नीचे ×1
UNP Union Pacific Corporation Common Stock $999580 0.26% 3675 $112354 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $984537 0.25% 2786 $196185 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $961298 0.25% 4804 $242072 ऊपर ×1
USB U.S. Bancorp Common Stock $911980 0.23% 15099 $128189 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $878026 0.22% 1192 $206580 ऊपर ×1
IEMG iShares, Inc. $864746 0.22% 10439 $136758 ऊपर ×1
VBR VANGUARD INDEX FUNDS $797007 0.20% 3280 $83775 नीचे ×1
SCHF SCHWAB STRATEGIC TRUST $766834 0.20% 27684 $67611 नीचे ×1
DE Deere & Company Common Stock $764373 0.20% 1205 $88889 ऊपर ×1
IBDR iShares Trust $753723 0.19% 31107 $-311
LRCX Lam Research Corporation - Common Stock $693761 0.18% 1601 $361092 ऊपर ×1
IBDU iShares Trust $689010 0.18% 29750 $-2975
BAC Bank of America Corporation Common Stock $650484 0.17% 11416 $99950 ऊपर ×1
MCD McDonald's Corporation Common Stock $590926 0.15% 2186 $-157538 नीचे ×1
OEF iShares Trust $575148 0.15% 1572 $62671 नीचे ×1
AVGO Broadcom Inc. - Common Stock $560581 0.14% 1484 $118291 ऊपर ×1
SCHE SCHWAB STRATEGIC TRUST $553327 0.14% 15260 $50935 ऊपर ×1
NBIS Nebius Group N.V. - Class A Ordinary Shares $552340 0.14% 2000 $321785 नीचे ×1
XOM Exxon Mobil Corporation Common Stock $549115 0.14% 4016 $-127713 ऊपर ×1
IYW iShares Trust $529683 0.14% 2100 $176640 ऊपर ×1
HYG iShares Trust $517486 0.13% 6471 $2653
SCHD SCHWAB STRATEGIC TRUST $510667 0.13% 16104 $19402 ऊपर ×1
VZ Verizon Communications Inc. Common Stock $454393 0.12% 10732 $-80137 ऊपर ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $450003 0.11% 7539 $38196 नीचे ×1
IVW iShares Trust $412315 0.11% 2998 $73211
VEA VANGUARD TAX-MANAGED FUNDS $399641 0.10% 5609 $40216
MA Mastercard Incorporated Common Stock $363783 0.09% 708 $2529 नीचे ×1
SCHG SCHWAB STRATEGIC TRUST $356370 0.09% 10531 $-3250 नीचे ×1
META Meta Platforms, Inc. - Class A Common Stock $341917 0.09% 607 $-59718 नीचे ×1
IWR iShares Trust $333277 0.09% 3021 $39545
TSLA Tesla, Inc. - Common Stock $322180 0.08% 766 $37048 नीचे ×1
VGT VANGUARD WORLD FUND $322087 0.08% 2695 ऊपर ×1
LOW Lowe's Companies, Inc. Common Stock $319507 0.08% 1449 $-16372 ऊपर ×1
ABBV AbbVie Inc. Common Stock $315227 0.08% 1253 $-14705 नीचे ×1
LLY Eli Lilly and Company Common Stock $314285 0.08% 262 $88022 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $312039 0.08% 653 $99806 ऊपर ×1
CMI Cummins Inc. Common Stock $309533 0.08% 434 $78184 ऊपर ×1
SDY SPDR SERIES TRUST $306947 0.08% 2017 $12586
PFG Principal Financial Group Inc - Common Stock $305451 0.08% 2834 $50714 ऊपर ×1
PJUL Innovator U.S. Equity Power Buffer ETF - July $299986 0.08% 6146 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $294977 0.08% 277 ऊपर ×1
ORCL Oracle Corporation Common Stock $290316 0.07% 1981 $3893 ऊपर ×1
VOT VANGUARD INDEX FUNDS $282102 0.07% 921 $45083
BOXX EA Series Trust $279962 0.07% 2391 ऊपर ×1
CSCO Cisco Systems, Inc. - Common Stock $278028 0.07% 2367 ऊपर ×1
AMP Ameriprise Financial, Inc. Common Stock $276632 0.07% 603 $8659
VFH VANGUARD WORLD FUND $272149 0.07% 2068 $22314
TJX TJX Companies, Inc. (The) Common Stock $270818 0.07% 1788 $-10893 ऊपर ×1
ACWI iShares MSCI ACWI ETF $263441 0.07% 1678 $31281
XLF SELECT SECTOR SPDR TRUST $262781 0.07% 4902 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $261292 0.07% 1930 $-63189 नीचे ×1
DVY iShares Select Dividend ETF $254925 0.07% 1631 $7975
MYCG State Street My2027 Corporate Bond ETF $249900 0.06% 10000 $-96
SPEM SPDR INDEX SHARES FUNDS $249010 0.06% 4809 $23420
V Visa Inc. $227812 0.06% 664 ऊपर ×1
WMT Walmart Inc. - Common Stock $224142 0.06% 1979 $-21808
SPYM State Street SPDR Portfolio S&P 500 ETF $223742 0.06% 2546 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
VGT $322087 2695 0.08%
PJUL $299986 6146 0.08%
CAT $294977 277 0.08%
BOXX $279962 2391 0.07%
CSCO $278028 2367 0.07%
XLF $262781 4902 0.07%
V $227812 664 0.06%
SPYM $223742 2546 0.06%
XLY $222597 1898 0.06%
XAR $219653 774 0.06%
VOE $213210 1079 0.05%
GLW $211241 827 0.05%
PJAN $210085 4245 0.05%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
VOO अधिक खरीदा +1K +$11.5M
IWM अधिक खरीदा +951 +$6.5M
MDY अधिक खरीदा +725 +$5.4M
SPY छंटनी की -24 +$2.4M
IWO छंटनी की -1K +$1.8M
IWF अधिक खरीदा +73K +$1.6M
IJK अधिक खरीदा +439 +$1.4M
IWD अधिक खरीदा +285 +$1.4M
PNC केवल मूल्य चाल +0 +$1.3M
VB छंटनी की -261 +$1.3M

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
VV 30 जून 2026 1935 $578275