क्षेत्रवार विवरण

04
Technology 12.1%
Financials 4.7%
Industrials 4.1%
Health Care 3.7%
Communication Services 3.1%
Retail 2.7%
Energy 1.2%
Consumer Discretionary 1.1%
Consumer products 1.1%
Real Estate 0.6%
Utilities 0.5%
Materials 0.5%
अन्य/अनमैप्ड 64.6%

पूर्ण पोर्टफोलियो 89 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
SPYM State Street SPDR Portfolio S&P 500 ETF $21270502 12.57% 242040
VEA VANGUARD TAX-MANAGED FUNDS $11902381 7.03% 167051 $9602957 ऊपर ×1
ACIO ETF Series Solutions $9326800 5.51% 202141 $5490467 ऊपर ×2
BKAG BNY Mellon ETF Trust $7967425 4.71% 189927 $5286139 ऊपर ×2
DRSK ETF Series Solutions $5854729 3.46% 203643
RSP Invesco Exchange-Traded Fund Trust $5303768 3.13% 24927
NVDA NVIDIA Corporation - Common Stock $4830873 2.85% 24144 $1986007 ऊपर ×1
AAPL Apple Inc. - Common Stock $4486460 2.65% 15505 $1987984 ऊपर ×2
UPSD ETF Series Solutions $4183775 2.47% 148361
DMBS DoubleLine ETF Trust $3744923 2.21% 76288 $2487132 ऊपर ×2
VB VANGUARD INDEX FUNDS $3459539 2.04% 11413
OSCV ETF Series Solutions $3338916 1.97% 79140
ADME ETF Series Solutions $3136377 1.85% 56363
MSFT Microsoft Corporation - Common Stock $3007008 1.78% 8061 $1404467 ऊपर ×1
FRDM EA Series Trust $2821700 1.67% 38706 $2303834 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $2783097 1.64% 11677 $1317084 ऊपर ×1
DUBS ETF Series Solutions $2661407 1.57% 63907
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $2653070 1.57% 44447 $2147805 ऊपर ×1
IDUB ETF Series Solutions $2628079 1.55% 95619
AVGO Broadcom Inc. - Common Stock $2461530 1.45% 6517 $1754212 ऊपर ×2
JUCY ETF Series Solutions $2366663 1.40% 107674
GOOGL Alphabet Inc. - Class A Common Stock $2287321 1.35% 6400 $1022510 ऊपर ×1
QQQM Invesco NASDAQ 100 ETF $2106477 1.24% 6952
SCHP SCHWAB STRATEGIC TRUST $2092689 1.24% 78969
AMD Advanced Micro Devices, Inc. - Common Stock $1987875 1.17% 3422 $1520596 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $1767179 1.04% 5398 $839507 ऊपर ×1
IWY iShares Trust $1632370 0.96% 5617
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1491177 0.88% 1954 $1089055 ऊपर ×2
APH Amphenol Corporation Common Stock $1436564 0.85% 8147 $964718 ऊपर ×1
PGR Progressive Corporation (The) Common Stock $1364253 0.81% 6245 $946336 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $1341293 0.79% 3189 $612663 ऊपर ×2
V Visa Inc. $1341070 0.79% 3908 $796811 ऊपर ×1
LLY Eli Lilly and Company Common Stock $1305441 0.77% 1088 $728393 ऊपर ×1
CHE Chemed Corp $1294810 0.76% 2780 $913259 ऊपर ×1
WMT Walmart Inc. - Common Stock $1278709 0.76% 11290 $552568 ऊपर ×1
PWR Quanta Services, Inc. Common Stock $1268006 0.75% 1761 $620152 ऊपर ×1
NOW ServiceNow, Inc. Common Stock $1216677 0.72% 12255 $802659 ऊपर ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $1196933 0.71% 2392 $561514 ऊपर ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $1100513 0.65% 2648 $768282 ऊपर ×1
FANG Diamondback Energy, Inc. - Common Stock $1072002 0.63% 6098 $534350 ऊपर ×1
AMT American Tower Corporation (REIT) Common Stock $1052015 0.62% 6432 $629689 ऊपर ×1
XHLF BondBloxx ETF Trust $1028083 0.61% 20439 $425532 ऊपर ×2
CPRT Copart, Inc. - Common Stock $1019068 0.60% 36150 $646066 ऊपर ×1
IWX iShares Trust $1003875 0.59% 9547
META Meta Platforms, Inc. - Class A Common Stock $987885 0.58% 1754 $314044 ऊपर ×2
PHM PulteGroup, Inc. Common Stock $978744 0.58% 7133 $642946 ऊपर ×2
XOM Exxon Mobil Corporation Common Stock $955585 0.56% 6990 $303704 ऊपर ×1
VGLT Vanguard Long-Term Treasury ETF $941391 0.56% 17060
PGF Invesco Exchange-Traded Fund Trust $919992 0.54% 67104 $613947 ऊपर ×2
PG Procter & Gamble Company (The) Common Stock $910743 0.54% 6211 $555325 ऊपर ×2
NEE NextEra Energy, Inc. Common Stock $896104 0.53% 10210 $450505 ऊपर ×2
LIN Linde plc - Ordinary Shares $894273 0.53% 1723 $482661 ऊपर ×1
UBER Uber Technologies, Inc. Common Stock $888362 0.52% 12311 $496775 ऊपर ×2
TMO Thermo Fisher Scientific Inc Common Stock $883409 0.52% 1762 $531953 ऊपर ×2
SCHW Charles Schwab Corporation (The) Common Stock $876019 0.52% 9493 $520866 ऊपर ×1
MSI Motorola Solutions, Inc. Common Stock $872205 0.52% 2100 $403852 ऊपर ×1
CTAS Cintas Corporation - Common Stock $846715 0.50% 4978 $532232 ऊपर ×2
SPGI S&P Global Inc. Common Stock $842321 0.50% 2068 $526611 ऊपर ×2
ROP Roper Technologies, Inc. - Common Stock $840579 0.50% 2484 $535888 ऊपर ×1
SYK Stryker Corporation Common Stock $840098 0.50% 2668 $505485 ऊपर ×2
ISRG Intuitive Surgical, Inc. - Common Stock $808880 0.48% 2034 $346507 ऊपर ×2
IVV iShares Trust $801739 0.47% 1070
BR Broadridge Financial Solutions, Inc. Common Stock $771367 0.46% 5633 $422126 ऊपर ×1
NFLX Netflix, Inc. - Common Stock $762409 0.45% 10678 $255314 ऊपर ×2
DFUS Dimensional ETF Trust $657118 0.39% 8019
IWF iShares Trust $528075 0.31% 4253
AZO AutoZone, Inc. Common Stock $517742 0.31% 162 $284675 ऊपर ×1
HLT Hilton Worldwide Holdings Inc. Common Stock $488928 0.29% 1480 ऊपर ×1
AGG iShares Trust $488103 0.29% 4932
CAT Caterpillar, Inc. Common Stock $479492 0.28% 450 $238425 ऊपर ×1
GTO Invesco Actively Managed Exchange-Traded Fund Trust $477864 0.28% 10195
DFAX Dimensional ETF Trust $447131 0.26% 12137
IVW iShares Trust $440756 0.26% 3205
IWD iShares Trust $430601 0.25% 1776
GOVI Invesco Equal Weight 0-30 Year Treasury ETF $382660 0.23% 14094
DYNF BlackRock ETF Trust $333047 0.20% 4897
GOOG Alphabet Inc. - Class C Capital Stock $316968 0.19% 897
IWS iShares Trust $315729 0.19% 1919
WFC Wells Fargo & Company Common Stock $275761 0.16% 3337 $4697 नीचे ×2
EFV iShares Trust $256865 0.15% 3356
VOO VANGUARD INDEX FUNDS $243130 0.14% 354 ऊपर ×1
IVE iShares Trust $242294 0.14% 1067
MU Micron Technology, Inc. - Common Stock $237839 0.14% 206 ऊपर ×1
IEMG iShares, Inc. $236416 0.14% 2854 $-12817 नीचे ×2
QUAL iShares Trust $231211 0.14% 1055
EFG iShares Trust $231013 0.14% 1857
HIG The Hartford Insurance Group, Inc. Common Stock $224204 0.13% 1692 $-3639 ऊपर ×2
MMM 3M Company Common Stock $201791 0.12% 1246
SCHD SCHWAB STRATEGIC TRUST $200069 0.12% 6309

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
SPYM $21270502 242040 12.57%
DRSK $5854729 203643 3.46%
RSP $5303768 24927 3.13%
UPSD $4183775 148361 2.47%
VB $3459539 11413 2.04%
OSCV $3338916 79140 1.97%
ADME $3136377 56363 1.85%
DUBS $2661407 63907 1.57%
IDUB $2628079 95619 1.55%
JUCY $2366663 107674 1.40%
QQQM $2106477 6952 1.24%
SCHP $2092689 78969 1.24%
IWY $1632370 5617 0.96%
IWX $1003875 9547 0.59%
VGLT $941391 17060 0.56%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
ACIO अधिक खरीदा +111K +$5.5M
BKAG अधिक खरीदा +126K +$5.3M
DMBS अधिक खरीदा +51K +$2.5M
AAPL अधिक खरीदा +6K +$2.0M
NVDA अधिक खरीदा +8K +$2.0M
AVGO अधिक खरीदा +4K +$1.8M
AMD अधिक खरीदा +1K +$1.5M
MSFT अधिक खरीदा +4K +$1.4M
AMZN अधिक खरीदा +5K +$1.3M
CRWD अधिक खरीदा +924 +$1.1M

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

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
GTO 31 मार्च 2026 123697 $5865711
SPYM 31 मार्च 2026 69026 $5537244 18.4%
AGG 31 मार्च 2026 35138 $3509604
GOVI 31 मार्च 2026 106640 $2937943
JAAA 31 मार्च 2026 41638 $2106049
RSP 31 मार्च 2026 10338 $1980412 10.0%
IWY 31 मार्च 2026 5963 $1651264
BKLN 31 मार्च 2026 77682 $1631328
VRIG 31 मार्च 2026 57964 $1454907
DRSK 31 मार्च 2026 50449 $1436284
VB 31 मार्च 2026 5135 $1324459
UPSD 31 मार्च 2026 47464 $1271076
OSCV 31 मार्च 2026 31839 $1178989
ADME 31 मार्च 2026 22244 $1141353
FALN 31 मार्च 2026 39827 $1087272
IDUB 31 मार्च 2026 44308 $1078005
DUBS 31 मार्च 2026 25979 $978684
IWX 31 मार्च 2026 10078 $925753
QQQM 31 मार्च 2026 3104 $785019
IVV 31 मार्च 2026 1029 $704533
PCY 31 मार्च 2026 31243 $676733
JUCY 31 मार्च 2026 26931 $597859
DFUS 31 मार्च 2026 8020 $594863
IWF 31 मार्च 2026 1118 $529073 18.4%
SCHP 31 मार्च 2026 19679 $521293 -5.0%
MMM 31 मार्च 2026 3038 $486375 11.5%
LOW 31 मार्च 2026 1851 $446338 -23.5%
DFAX 31 मार्च 2026 12770 $417966
IVW 31 मार्च 2026 3341 $411787 26.7%
ELV 31 मार्च 2026 1081 $379038 32.0%
IWD 31 मार्च 2026 1776 $373665
GOOG 31 मार्च 2026 1184 $371566 18.6%
DVN 31 मार्च 2026 9728 $356332 -5.3%
ACN 30 जून 2026 1777 $352361 59.8%
DYNF 31 मार्च 2026 5595 $340245
ICLO 30 जून 2026 13206 $336876
SHW 31 मार्च 2026 1027 $332876 -0.3%
IWS 31 मार्च 2026 2102 $296519 12.0%
EFV 31 मार्च 2026 3954 $282390
SECT 31 मार्च 2026 4060 $262009
QUAL 31 मार्च 2026 1244 $247153
VGLT 31 मार्च 2026 4378 $244293
IVE 31 मार्च 2026 1144 $242641
EFG 31 मार्च 2026 2066 $235414
MSMR 31 मार्च 2026 6707 $233589
SSUS 30 जून 2026 4936 $230440
SCHD 31 मार्च 2026 7789 $213656 8.2%
BSX 30 जून 2026 3250 $203938 -0.2%