क्षेत्रवार विवरण

04
Technology 7.8%
Communication Services 1.6%
Retail 1.5%
Financials 0.8%
Consumer Discretionary 0.6%
Industrials 0.4%
Healthcare 0.3%
अन्य/अनमैप्ड 87.0%

पूर्ण पोर्टफोलियो 111 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
BUFR First Trust Exchange-Traded Fund VIII $9286510 7.49% 254216 $697077 नीचे ×1
BND Vanguard Total Bond Market ETF $6450684 5.20% 87872 $-698655 नीचे ×1
VIGI Vanguard International Dividend Appreciation ETF $5770259 4.65% 61793 $-80908 नीचे ×2
AAPL Apple Inc. - Common Stock $5057191 4.08% 17477 $2889784 ऊपर ×1
VUG VANGUARD INDEX FUNDS $4937597 3.98% 57321 $1176154 ऊपर ×2
DFIV Dimensional ETF Trust $4865689 3.92% 90072 $697969 ऊपर ×2
VIG VANGUARD SPECIALIZED FUNDS $3993909 3.22% 16879 $683490 ऊपर ×2
SCHY SCHWAB STRATEGIC TRUST $3917618 3.16% 123467 $-179639 नीचे ×2
VDC VANGUARD WORLD FUND $3209367 2.59% 14233 $-173736 नीचे ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $3103059 2.50% 61777 $125040 ऊपर ×1
VTV VANGUARD INDEX FUNDS $3082184 2.48% 14143 $477825 ऊपर ×2
NVDA NVIDIA Corporation - Common Stock $2844680 2.29% 14217 $1655098 ऊपर ×1
BSV VANGUARD BOND INDEX FUNDS $2830003 2.28% 36324 $-140209 नीचे ×2
VXF VANGUARD INDEX FUNDS $2095544 1.69% 8511 $670822 ऊपर ×2
SCHG SCHWAB STRATEGIC TRUST $1997007 1.61% 59013 $323542 ऊपर ×2
VB VANGUARD INDEX FUNDS $1987558 1.60% 6557 $269101 नीचे ×1
XT iShares Future Exponential Technologies ETF $1933625 1.56% 23401 $325847 नीचे ×2
VNQ VANGUARD SPECIALIZED FUNDS $1918186 1.55% 19892 $175142 ऊपर ×1
HGER Harbor ETF Trust $1863207 1.50% 63504 $126461 ऊपर ×2
BUFY First Trust Exchange-Traded Fund VIII $1801995 1.45% 76982 $779654 ऊपर ×2
AMZN Amazon.com, Inc. - Common Stock $1799705 1.45% 7551 $521760 ऊपर ×1
MINT PIMCO ETF Trust $1594241 1.29% 15814 $690260 ऊपर ×2
SCHD SCHWAB STRATEGIC TRUST $1550925 1.25% 48910 $-166710 नीचे ×2
EEMV iShares, Inc. $1499728 1.21% 19922 $356920 ऊपर ×2
BSCR Invesco BulletShares 2027 Corporate Bond ETF $1447567 1.17% 73799 $333809 ऊपर ×2
SCHO SCHWAB STRATEGIC TRUST $1426046 1.15% 59074 $-362216 नीचे ×2
BSCQ Invesco BulletShares 2026 Corporate Bond ETF $1406230 1.13% 72022 $280052 ऊपर ×2
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $1403120 1.13% 52908 $123957 ऊपर ×2
BOND PIMCO ETF Trust $1270838 1.02% 13782 $990491 ऊपर ×1
FLOT iShares Trust $1238065 1.00% 24252 $442735 ऊपर ×2
XLU XLU $1197656 0.97% 26415 $-69413 नीचे ×2
GOOGL Alphabet Inc. - Class A Common Stock $1139772 0.92% 3189 $211184 नीचे ×1
BSCS Invesco BulletShares 2028 Corporate Bond ETF $1125288 0.91% 55256 $-1980 ऊपर ×2
MSFT Microsoft Corporation - Common Stock $1069094 0.86% 2866 $65302 ऊपर ×1
VTI VANGUARD INDEX FUNDS $1050992 0.85% 2840 $396540 ऊपर ×2
JCPB J.P. Morgan Exchange-Traded Fund Trust $986914 0.80% 21025 $69937 ऊपर ×2
GOOG Alphabet Inc. - Class C Capital Stock $890392 0.72% 2520 $277372 ऊपर ×1
BUFQ First Trust Exchange-Traded Fund VIII $834488 0.67% 21250 $610736 ऊपर ×1
BIV VANGUARD BOND INDEX FUNDS $826519 0.67% 10776 $-37202 नीचे ×2
ITOT iShares Trust $799995 0.64% 4870
TSLA Tesla, Inc. - Common Stock $769277 0.62% 1829 $19457 नीचे ×2
USFR WisdomTree Trust $755243 0.61% 15000 $116149 ऊपर ×1
SCHP SCHWAB STRATEGIC TRUST $748254 0.60% 28236 $154691 ऊपर ×2
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $728067 0.59% 1455 $8788 नीचे ×1
QQQ Invesco QQQ Trust, Series 1 $684116 0.55% 929 $141567 नीचे ×1
DFEV Dimensional ETF Trust $655665 0.53% 15367 $307561 ऊपर ×1
DFLV Dimensional ETF Trust $650512 0.52% 16452 $96400 ऊपर ×1
QUAL iShares Trust $644027 0.52% 2935 $90655 ऊपर ×1
IAPR Innovator International Developed Power Buffer ETF April $634145 0.51% 19095 $-60536 नीचे ×2
VXUS Vanguard Total International Stock ETF $613083 0.49% 7171 $299939 ऊपर ×1
DFSV Dimensional ETF Trust $599499 0.48% 15455 $81082 ऊपर ×2
IJUL Innovator International Developed Power Buffer ETF July $587606 0.47% 16336 $-9163 नीचे ×2
PAPR Innovator U.S. Equity Power Buffer ETF - April $525474 0.42% 12452 $-225194 नीचे ×1
HYS PIMCO ETF Trust $491728 0.40% 5258 $61100 ऊपर ×1
SCHA SCHWAB STRATEGIC TRUST $470963 0.38% 13035 $90270 नीचे ×2
SCHM SCHWAB STRATEGIC TRUST $470166 0.38% 12752 $70163 नीचे ×1
VO VANGUARD INDEX FUNDS $462472 0.37% 5740 $34574 ऊपर ×1
EDIV SPDR INDEX SHARES FUNDS $454833 0.37% 11105 $89051 ऊपर ×2
EFAV iShares Trust $423639 0.34% 4830 $-21790 नीचे ×2
LDUR PIMCO ETF Trust $421414 0.34% 4408 $33421 ऊपर ×2
GNR SPDR INDEX SHARES FUNDS $420755 0.34% 6251 $-46007
PSTP Innovator Power Buffer Step-Up Strategy ETF $417878 0.34% 11360 $24231 नीचे ×2
PRF Invesco Exchange-Traded Fund Trust $404198 0.33% 7481 $48626
IJAN Innovator International Developed Power Buffer ETF January $399306 0.32% 10486 $18874
NNOV Innovator Growth-100 Power Buffer ETF - November $380380 0.31% 12096 $5042 नीचे ×2
IAUG Innovator International Developed Power Buffer ETF August $371555 0.30% 12315 $-234627 नीचे ×2
ICVT iShares Trust $363029 0.29% 2982 ऊपर ×1
LLY Eli Lilly and Company Common Stock $361214 0.29% 301 ऊपर ×1
IQLT iShares Trust $357751 0.29% 7220 $23970
FNDF SCHWAB STRATEGIC TRUST $353809 0.29% 6706 $25684
VOO VANGUARD INDEX FUNDS $351647 0.28% 512 ऊपर ×1
IJK iShares Trust $350738 0.28% 2985 $50387
DBC Invesco DB Commodity Index Tracking Fund $346660 0.28% 13003 $-85187 नीचे ×2
FLTB Fidelity Merrimack Street Trust $341235 0.28% 6807 $-72889 नीचे ×2
DEM WisdomTree Trust $337404 0.27% 6273 $-27151 नीचे ×1
USMV iShares Trust $333366 0.27% 3456 $12857
BSMQ Invesco BulletShares 2026 Municipal Bond ETF $331561 0.27% 14082 $-51235 नीचे ×1
DFAI Dimensional ETF Trust $323565 0.26% 7844 $17963
SPHQ Invesco Exchange-Traded Fund Trust $319405 0.26% 3545 $-1807 नीचे ×2
EJUL Innovator Emerging Markets Power Buffer ETF July $309413 0.25% 9905 $-62938 नीचे ×2
EOCT Innovator Emerging Markets Power Buffer ETF - October $308556 0.25% 9034 $-45734 नीचे ×2
PANW Palo Alto Networks, Inc. - Common Stock $307600 0.25% 902
DEXC Dimensional ETF Trust $305994 0.25% 3704 $61407 नीचे ×1
DFAR Dimensional ETF Trust $304764 0.25% 11650 $51827 ऊपर ×1
EMXC iShares MSCI Emerging Markets ex China ETF $299637 0.24% 2929 ऊपर ×1
BSMR Invesco BulletShares 2027 Municipal Bond ETF $281883 0.23% 11924 $-167
JPM JP Morgan Chase & Co. Common Stock $278885 0.22% 852 $28261
VCSH Vanguard Short-Term Corporate Bond ETF $277158 0.22% 3507 $-842
DFAS Dimensional ETF Trust $271475 0.22% 3297 $41583 ऊपर ×1
DFIS Dimensional ETF Trust $268610 0.22% 7668 $-87686 नीचे ×2
VGSH Vanguard Short-Term Treasury ETF $263646 0.21% 4530 $-9326 नीचे ×1
GLD SPDR Gold Shares $261550 0.21% 710 $-43956
IHAK iShares Trust $252311 0.20% 4156
INOV Innovator International Developed Power Buffer ETF November $250210 0.20% 6813 $13854
BA Boeing Company (The) Common Stock $245477 0.20% 1134 ऊपर ×1
KAPR Innovator U.S. Small Cap Power Buffer ETF - April $243019 0.20% 6106 $21676
DFAU Dimensional ETF Trust $240875 0.19% 4660 $30616
AMD Advanced Micro Devices, Inc. - Common Stock $238754 0.19% 411 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $236408 0.19% 222 ऊपर ×1
FELG Fidelity Covington Trust $233975 0.19% 5348 $33478

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
ITOT $799995 4870 0.64%
ICVT $363029 2982 0.29%
LLY $361214 301 0.29%
VOO $351647 512 0.28%
PANW $307600 902 0.25%
EMXC $299637 2929 0.24%
IHAK $252311 4156 0.20%
BA $245477 1134 0.20%
AMD $238754 411 0.19%
CAT $236408 222 0.19%
VBR $220635 908 0.18%
IXUS $215122 2254 0.17%
IPAC $210150 2565 0.17%
TSM $204878 429 0.17%
VYMI $204060 2078 0.16%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
AAPL अधिक खरीदा +9K +$2.9M
NVDA अधिक खरीदा +7K +$1.7M
VUG अधिक खरीदा +49K +$1.2M
BOND अधिक खरीदा +11K +$990K
BUFY अधिक खरीदा +31K +$780K
BND छंटनी की -9K -$699K
DFIV अधिक खरीदा +11K +$698K
BUFR छंटनी की -135 +$697K
MINT अधिक खरीदा +7K +$690K
VIG अधिक खरीदा +1K +$683K

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
ITOT 31 मार्च 2026 4870 $724120 18.1%
NOCT 30 जून 2026 10336 $582589
NDEC 31 मार्च 2026 13426 $372375
IOCT 30 जून 2026 9623 $337286
SLV 30 जून 2026 4579 $312013 2.4%
EJAN 30 जून 2026 8621 $292511
TJUL 30 जून 2026 8900 $261318
NJUL 31 मार्च 2026 3562 $258672
NSEP 30 जून 2026 8965 $257630
VOE 30 जून 2026 1387 $255596
IDEC 31 मार्च 2026 6975 $225236
NAUG 31 मार्च 2026 7230 $213791
PJUL 31 मार्च 2026 4530 $210328
PANW 31 मार्च 2026 1120 $206304 151.5%
CRWD 31 मार्च 2026 440 $206254 -30.8%
FTSL 31 मार्च 2026 4460 $204625
IHAK 31 मार्च 2026 4218 $202970