क्षेत्रवार विवरण

04
Technology 2.2%
Communication Services 1.6%
Retail 0.9%
Healthcare 0.2%
Materials 0.2%
Consumer Discretionary 0.1%
Energy 0.1%
अन्य/अनमैप्ड 94.6%

पूर्ण पोर्टफोलियो 36 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
ITOT iShares Trust $66077020 28.53% 402246 $10125399 ऊपर ×1
VOO Vanguard S&P 500 ETF $51105220 22.06% 74410 $8108030 ऊपर ×2
SCHG SCHWAB STRATEGIC TRUST $28177654 12.17% 832673 $4367922 ऊपर ×2
VOOG Vanguard S&P 500 Growth ETF $26052160 11.25% 315325 $5091895 ऊपर ×2
VEA Vanguard FTSE Developed Markets ETF $22772692 9.83% 319617 $4456176 ऊपर ×2
CGDV Capital Group Dividend Value ETF $7233646 3.12% 146787 $1494215 ऊपर ×2
AAPL Apple Inc. - Common Stock $3845023 1.66% 13288 $773397 ऊपर ×1
VYM Vanguard High Dividend Yield ETF $3583804 1.55% 22678 $766202 ऊपर ×1
VCRB Vanguard Core Bond ETF $3372211 1.46% 43663 $2353426 ऊपर ×1
VXUS Vanguard Total International Stock ETF $2641476 1.14% 30898 $987620 ऊपर ×2
GOOGL Alphabet Inc. - Class A Common Stock $2329379 1.01% 6518 $452158 नीचे ×2
VB Vanguard Morningstar Small-Cap ETF $2297043 0.99% 7578 $568109 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $1623334 0.70% 6811 $249377 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $1482219 0.64% 4195 $332771 ऊपर ×1
IJH iShares Trust $851907 0.37% 11048 $69197 नीचे ×2
NVDA NVIDIA Corporation - Common Stock $735131 0.32% 3674 $140950 ऊपर ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $708476 0.31% 8572 $186489 ऊपर ×1
SCHD SCHWAB STRATEGIC TRUST $661534 0.29% 20862 $18328 नीचे ×2
VTI Vanguard Morningstar Total Stock Market ETF $617040 0.27% 1667 $70738 नीचे ×1
AVGE AMERICAN CENTURY ETF TRUST $556447 0.24% 5615 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $471124 0.20% 1263 $53942 ऊपर ×2
PFE Pfizer, Inc. Common Stock $451094 0.19% 18733 $-66471 ऊपर ×2
SCHB SCHWAB STRATEGIC TRUST $446619 0.19% 15422 $62743 ऊपर ×2
LIN Linde plc - Ordinary Shares $445769 0.19% 859 $19911
IVV iShares Trust $360965 0.16% 482 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $347416 0.15% 826 $50388 ऊपर ×1
MGK VANGUARD WORLD FUND $279114 0.12% 3175 $45790 ऊपर ×2
COST Costco Wholesale Corporation - Common Stock $260996 0.11% 279 $-17008
IJR iShares Trust $251089 0.11% 1693 $46350 ऊपर ×1
AVEM AMERICAN CENTURY ETF TRUST $243734 0.11% 2526 ऊपर ×1
WMT Walmart Inc. - Common Stock $243605 0.11% 2151 $-22628 ऊपर ×2
VGSH Vanguard Short-Term Treasury ETF $237514 0.10% 4081 $-1388
XLG Invesco Exchange-Traded Fund Trust $234194 0.10% 3825 $25563
OKE ONEOK, Inc. Common Stock $214916 0.09% 2472 $-8528
GLD SPDR Gold Shares $208503 0.09% 566 $-35041
VOT Vanguard Morningstar Mid-Cap Growth ETF $205527 0.09% 671 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
AVGE $556447 5615 0.24%
IVV $360965 482 0.16%
AVEM $243734 2526 0.11%
VOT $205527 671 0.09%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
ITOT अधिक खरीदा +9K +$10.1M
VOO अधिक खरीदा +2K +$8.1M
VOOG अधिक खरीदा +264K +$5.1M
VEA अधिक खरीदा +34K +$4.5M
SCHG अधिक खरीदा +15K +$4.4M
VCRB अधिक खरीदा +30K +$2.4M
CGDV अधिक खरीदा +12K +$1.5M
VXUS अधिक खरीदा +9K +$988K
AAPL अधिक खरीदा +1K +$773K
VYM अधिक खरीदा +4K +$766K