क्षेत्रवार विवरण

04
Energy 3.0%
Materials 1.3%
Retail 0.3%
अन्य/अनमैप्ड 95.4%

पूर्ण पोर्टफोलियो 26 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
IVV iShares Trust $195992201 39.09% 254452 $46469771
IEFA iShares Core MSCI EAFE ETF $91604877 18.27% 914240 $20764324
AGG iShares Trust $61843231 12.34% 634808 $6040371
IJH iShares Trust $44244275 8.82% 587162 $10629087
LQD iShares Trust $31799270 6.34% 299341 $3470824
IJR iShares Trust $28571997 5.70% 197821 $7745631
XOM Exxon Mobil Corporation Common Stock $11395951 2.27% 70895 ऊपर ×1
VOO Vanguard S&P 500 ETF $8527436 1.70% 12098 $844233
LIN Linde plc - Ordinary Shares $6710673 1.34% 13707 $866572
VEA Vanguard FTSE Developed Markets ETF $4009154 0.80% 54980 $1258103
BND Vanguard Total Bond Market ETF $2497804 0.50% 34576 $4008
VOOG Vanguard S&P 500 Growth ETF $1860562 0.37% 22163 ऊपर ×1
COP ConocoPhillips Common Stock $1814818 0.36% 13760 ऊपर ×1
VO Vanguard Morningstar Mid-Cap ETF $1496659 0.30% 18239 $195116
WMT Walmart Inc. - Common Stock $1480093 0.30% 14114 ऊपर ×1
MGY Magnolia Oil & Gas Corporation Class A Common Stock $1434032 0.29% 53409 ऊपर ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1275840 0.25% 15734 $756
VWO Vanguard FTSE Emerging Markets ETF $823392 0.16% 13605 $779620
SCHG SCHWAB STRATEGIC TRUST $739652 0.15% 20742 $639993
USHY iShares Broad USD High Yield Corporate Bond ETF $696444 0.14% 18864 ऊपर ×1
JPLD JPMorgan Limited Duration Bond ETF $696228 0.14% 13393 $-357615
SCHD SCHWAB STRATEGIC TRUST $559393 0.11% 16033 $126685
FBND Fidelity Merrimack Street Trust $508322 0.10% 11359 $-213471
XMAG Defiance Large Cap ex-Mag 7 ETF $362598 0.07% 13930 ऊपर ×1
ET Energy Transfer LP Common Units $237878 0.05% 11059 $101920
PML Pimco Municipal Income Fund II Common Shares of Beneficial Interest $177386 0.04% 24200 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
XOM $11395951 70895 2.27%
VOOG $1860562 22163 0.37%
COP $1814818 13760 0.36%
WMT $1480093 14114 0.30%
MGY $1434032 53409 0.29%
USHY $696444 18864 0.14%
XMAG $362598 13930 0.07%
PML $177386 24200 0.04%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
IVV अधिक खरीदा +36K +$46.5M
IEFA अधिक खरीदा +122K +$20.8M
IJH अधिक खरीदा +78K +$10.6M
IJR अधिक खरीदा +25K +$7.7M
AGG अधिक खरीदा +76K +$6.0M
LQD अधिक खरीदा +42K +$3.5M
VEA अधिक खरीदा +11K +$1.3M
LIN अधिक खरीदा +1 +$867K
VOO छंटनी की -153 +$844K
JPLD छंटनी की -7K -$358K

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