क्षेत्रवार विवरण

04
Technology 1.0%
Industrials 0.9%
Financials 0.4%
Health Care 0.4%
Communication Services 0.3%
Retail 0.3%
Materials 0.1%
Utilities 0.1%
Consumer Discretionary 0.1%
Consumer Staples 0.1%
Energy 0.1%
Consumer products 0.0%
अन्य/अनमैप्ड 96.2%

पूर्ण पोर्टफोलियो 394 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
VTI Vanguard Morningstar Total Stock Market ETF $174076 16.84% 572751 $18460 ऊपर ×1
AVSF AMERICAN CENTURY ETF TRUST $125264 12.11% 2663499 $2617 ऊपर ×1
AVLV AMERICAN CENTURY ETF TRUST $84083 8.13% 1232715 $5476 ऊपर ×1
AVIV AMERICAN CENTURY ETF TRUST $66224 6.40% 1064106 $4835 नीचे ×1
DFGX Dimensional Global ex US Core Fixed Income ETF $45367 4.39% 850209 $1940 ऊपर ×2
VGIT Vanguard Intermediate-Term Treasury ETF $45328 4.38% 757870 $1223 ऊपर ×2
VTV Vanguard Morningstar Value ETF $38568 3.73% 218223 $2483 ऊपर ×2
AVDV AMERICAN CENTURY ETF TRUST $38232 3.70% 482251 $3294 नीचे ×1
VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF $34046 3.29% 253342 $3817 नीचे ×1
VEA Vanguard FTSE Developed Markets ETF $33586 3.25% 589130 $3760 ऊपर ×2
AVUV AMERICAN CENTURY ETF TRUST $31166 3.01% 342112 $2162 ऊपर ×1
AVSC AMERICAN CENTURY ETF TRUST $24142 2.33% 468157 $5245 ऊपर ×1
AVEM AMERICAN CENTURY ETF TRUST $23840 2.31% 347829 $2558 नीचे ×1
ITOT iShares Trust $20986 2.03% 155411 $4727 ऊपर ×2
VWO Vanguard FTSE Emerging Markets ETF $20866 2.02% 421881 $1585 नीचे ×2
SCHB SCHWAB STRATEGIC TRUST $15559 1.50% 652952 $2112 ऊपर ×1
AVDE AMERICAN CENTURY ETF TRUST $11661 1.13% 157570 $1205 नीचे ×2
VB Vanguard Morningstar Small-Cap ETF $10233 0.99% 43181 $-1910 नीचे ×1
SCHC SCHWAB STRATEGIC TRUST $8691 0.84% 204064 $2215 ऊपर ×2
VBR Vanguard Morningstar Small-Cap Value ETF $8471 0.82% 43439 $414 ऊपर ×2
SUB iShares Short-Term National Muni Bond ETF $6584 0.64% 61915 $913 ऊपर ×1
EFV iShares Trust $6534 0.63% 102940 $328 नीचे ×2
IUSV iShares Core S&P U.S. Value ETF $6528 0.63% 68988 $688 ऊपर ×1
MMM 3M Company Common Stock $6296 0.61% 41359 $729 ऊपर ×1
SCHV SCHWAB STRATEGIC TRUST $6185 0.60% 223537 $153 नीचे ×2
SMB VanEck ETF Trust $5680 0.55% 329136 $659 ऊपर ×1
AAPL Apple Inc. - Common Stock $5178 0.50% 25240 $-623 नीचे ×1
DLS WisdomTree Trust $4471 0.43% 59532 $1002 ऊपर ×1
IEFA iShares Core MSCI EAFE ETF $4113 0.40% 49279 $527 ऊपर ×2
FNDF SCHWAB STRATEGIC TRUST $3968 0.38% 99158 $382 नीचे ×2
DFSD Dimensional ETF Trust $3644 0.35% 75908 $315 ऊपर ×2
IEMG iShares, Inc. $3615 0.35% 60222 $426 ऊपर ×2
VV Vanguard Morningstar Large-Cap ETF $3545 0.34% 12429 $351
IJR iShares Trust $3495 0.34% 31984 $83 नीचे ×1
VCSH Vanguard Short-Term Corporate Bond ETF $3315 0.32% 41703 $-439 नीचे ×2
SCHA SCHWAB STRATEGIC TRUST $3306 0.32% 130701 $354 ऊपर ×1
DFNM Dimensional ETF Trust $3141 0.30% 66227 $-297 नीचे ×1
VTEB Vanguard Tax-Exempt Bond ETF $3012 0.29% 61434 $-1312 नीचे ×1
VTES Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF $2984 0.29% 29572 $-1123 नीचे ×1
FNDA SCHWAB STRATEGIC TRUST $2874 0.28% 100341 $434 ऊपर ×1
SCHE SCHWAB STRATEGIC TRUST $2838 0.27% 94173 $137 नीचे ×2
SCHF SCHWAB STRATEGIC TRUST $2767 0.27% 125209 $284 नीचे ×2
BSV VANGUARD BOND INDEX FUNDS $2747 0.27% 34907 $-307 नीचे ×2
MSFT Microsoft Corporation - Common Stock $2742 0.27% 5514 $673 ऊपर ×2
SCZ iShares MSCI EAFE Small-Cap ETF $2623 0.25% 36097 $417 ऊपर ×1
FNDC SCHWAB STRATEGIC TRUST $2565 0.25% 61019 $278 नीचे ×2
SCHR SCHWAB STRATEGIC TRUST $2552 0.25% 101966 $-72 नीचे ×1
AVMU AMERICAN CENTURY ETF TRUST $2480 0.24% 55420 $658 ऊपर ×1
AVSU AMERICAN CENTURY ETF TRUST $2141 0.21% 31217 $169 नीचे ×2
IJS iShares S&P SmallCap 600 Value ETF $2093 0.20% 21047 $27 नीचे ×2
DFAE Dimensional ETF Trust $2077 0.20% 71750 $589 ऊपर ×1
BNDX Vanguard Total International Bond ETF $2059 0.20% 41589 $18 नीचे ×2
MUB iShares Trust $1890 0.18% 18096 $613 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $1787 0.17% 10141 $192 नीचे ×2
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $1617 0.16% 64261 $100 ऊपर ×1
IWF iShares Russell 1000 Growth Fund $1521 0.15% 3583 $197 नीचे ×2
BRK-A (के रूप में दायर BRKA) Berkshire Hathaway Inc. Class A $1457 0.14% 2 $-3333 नीचे ×1
DTH WisdomTree Trust $1425 0.14% 30773 $118 नीचे ×1
NULV Nushares ETF Trust $1289 0.12% 30771 $43 नीचे ×2
ABT Abbott Laboratories Common Stock $1119 0.11% 8231 $28
GOOG Alphabet Inc. - Class C Capital Stock $1114 0.11% 6281 $102 नीचे ×1
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF $1062 0.10% 20994 $-60 नीचे ×2
SPY SPY $1040 0.10% 1685 $104 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $990 0.10% 1001 $47 ऊपर ×2
DFIV Dimensional ETF Trust $929 0.09% 21708 $233 ऊपर ×2
DISV Dimensional ETF Trust $915 0.09% 27832 $420 ऊपर ×2
AMZN Amazon.com, Inc. - Common Stock $897 0.09% 4092 $159 ऊपर ×2
AVUS AMERICAN CENTURY ETF TRUST $857 0.08% 8501 $72
QQQ Invesco QQQ Trust, Series 1 $832 0.08% 1508 $43 नीचे ×2
AVSD AMERICAN CENTURY ETF TRUST $821 0.08% 12160 $56 नीचे ×2
SOLV Solventum Corporation Common Stock $812 0.08% 10713 $93 ऊपर ×1
IAGG iShares International Aggregate Bond Fund $789 0.08% 15447 $-21 नीचे ×2
SHW Sherwin-Williams Company (The) Common Stock $755 0.07% 2200 $-33 नीचे ×2
VOO Vanguard S&P 500 ETF $750 0.07% 1322 $263 ऊपर ×1
MGK VANGUARD WORLD FUND $727 0.07% 1988 $113
VIG Vanguard Div Appreciation ETF $715 0.07% 3497 $38 ऊपर ×1
SCHO SCHWAB STRATEGIC TRUST $713 0.07% 29261 $-95 नीचे ×2
BGRN iShares USD Green Bond ETF $710 0.07% 14915 $26 ऊपर ×2
NVDA NVIDIA Corporation - Common Stock $700 0.07% 4431 $221 ऊपर ×1
ECL Ecolab Inc. Common Stock $698 0.07% 2594 $41
LLY Eli Lilly and Company Common Stock $667 0.06% 856 $-40
DE Deere & Company Common Stock $638 0.06% 1256 $49
AGG iShares Trust $636 0.06% 6412 $47 ऊपर ×2
SHM SPDR SERIES TRUST $600 0.06% 12553 $-96 नीचे ×2
VEU Vanguard FTSE All World Ex US ETF $590 0.06% 8784 $123 ऊपर ×1
AVES AMERICAN CENTURY ETF TRUST $550 0.05% 10280 $22 नीचे ×1
IWD iShares Russell 1000 Value ETF $535 0.05% 2759 $16
HD Home Depot, Inc. (The) Common Stock $532 0.05% 1453 $0
IWV iShares Russell 3000 Fund $507 0.05% 1446 $48
DFAS Dimensional ETF Trust $497 0.05% 7812 $31
UMBF UMB Financial Corporation - Common Stock $470 0.05% 4476 $18
UNH UnitedHealth Group Incorporated Common Stock (DE) $469 0.05% 1506 $-246 ऊपर ×1
TRV The Travelers Companies, Inc. Common Stock $464 0.04% 1735 $6
IEI iShares 3-7 Year Treasury Bond ETF $450 0.04% 3779 $24 ऊपर ×2
V Visa Inc. $447 0.04% 1260 $6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF $444 0.04% 5936 $41
JPM JP Morgan Chase & Co. Common Stock $391 0.04% 1350 $60
VONV Vanguard Russell 1000 Value ETF $388 0.04% 4565 $12
ESML iShares Trust $383 0.04% 9271 $27 नीचे ×1
VT Vanguard Total World Stock Index ETF $372 0.04% 2895 $39 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
GDDY $112 626 0.01%
ONEQ $20 255 0.00%
DIA $20 47 0.00%
STX $12 85 0.00%
ARKX $11 479 0.00%
MSTY $9 412 0.00%
VOOG $8 22 0.00%
ARKK $5 80 0.00%
ARKF $4 92 0.00%
ARKW $4 31 0.00%
ARKG $3 126 0.00%
ATXG $0 60 0.00%
B $0 15 0.00%
CRWV $0 3 0.00%
GRID $0 1 0.00%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
VTI अधिक खरीदा +7K +$18K
AVLV अधिक खरीदा +27K +$5K
AVSC अधिक खरीदा +78K +$5K
AVIV छंटनी की -19K +$5K
ITOT अधिक खरीदा +22K +$5K
VSS छंटनी की -8K +$4K
VEA अधिक खरीदा +2K +$4K
BRK-A (के रूप में दायर BRKA) छंटनी की -4 -$3K
AVDV छंटनी की -19K +$3K
AVSF अधिक खरीदा +39K +$3K

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
XLG 30 जून 2025 400 $18
BYRN 30 जून 2025 1000 $16 -88.1%
JWN 30 जून 2025 418 $10 अब ट्रैक नहीं किया जा रहा है
KMI 30 जून 2025 271 $7 9.4%
BUD 30 जून 2025 35 $2 10.0%
ALB 30 जून 2025 1 $0 69.7%
GOLD 30 जून 2025 15 $0 87.4%
MP 30 जून 2025 7 $0 45.9%
SNDL 30 जून 2025 40 $0 1.7%
X 30 जून 2025 4 $0 अब ट्रैक नहीं किया जा रहा है