क्षेत्रवार विवरण

04
Technology 17.7%
Communication Services 4.0%
Retail 3.0%
Industrials 2.5%
Healthcare 1.7%
Financials 1.0%
Consumer Discretionary 0.8%
Utilities 0.3%
Consumer products 0.2%
अन्य/अनमैप्ड 68.9%

पूर्ण पोर्टफोलियो 110 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
MGK VANGUARD WORLD FUND $10084875 7.52% 114718 $2118402 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $9844736 7.34% 26392 $143683 ऊपर ×1
VOO Vanguard S&P 500 ETF $9388699 7.00% 13670 $1411405 ऊपर ×2
MGV VANGUARD WORLD FUND $6993056 5.22% 42784 $1176619 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $5525286 4.12% 27614 $958103 ऊपर ×2
PAVE Global X Funds $4314299 3.22% 73223 $731837 ऊपर ×2
VEA Vanguard FTSE Developed Markets ETF $4286341 3.20% 60159 $507097 ऊपर ×2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $3882288 2.90% 32627 $1397140 ऊपर ×2
META Meta Platforms, Inc. - Class A Common Stock $3283418 2.45% 5829 $171600 ऊपर ×1
AAPL Apple Inc. - Common Stock $3259638 2.43% 11265 $518960 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $3061719 2.28% 12846 $603298 ऊपर ×1
VBR Vanguard Morningstar Small-Cap Value ETF $2612679 1.95% 10752 $611748 ऊपर ×1
SPYV State Street SPDR Portfolio S&P 500 Value ETF $2504365 1.87% 41197 $-31497 नीचे ×1
VOE Vanguard Morningstar Mid-Cap Value ETF $2407969 1.80% 12186 $309188 ऊपर ×1
IEFA iShares Core MSCI EAFE ETF $2250023 1.68% 23297 $241612 ऊपर ×1
VOT Vanguard Morningstar Mid-Cap Growth ETF $2035384 1.52% 6645 $416160 ऊपर ×1
MINT PIMCO ETF Trust $1989286 1.48% 19733 $112447 ऊपर ×1
VO Vanguard Morningstar Mid-Cap ETF $1772302 1.32% 21997 $256851 ऊपर ×2
IEI iShares 3-7 Year Treasury Bond ETF $1711488 1.28% 14572 $538295 ऊपर ×1
SHY iShares 1-3 Year Treasury Bond ETF $1579386 1.18% 19235 $728337 ऊपर ×2
GOOGL Alphabet Inc. - Class A Common Stock $1376232 1.03% 3851 $357692 ऊपर ×1
VBK Vanguard Morningstar Small-Cap Growth ETF $1355305 1.01% 3706 $287710 ऊपर ×2
IWM iShares Russell 2000 Index Fund $1285024 0.96% 4277 $371640 ऊपर ×2
HYG iShares Trust $1276084 0.95% 15957 $-45167 नीचे ×2
XLK SELECT SECTOR SPDR TRUST $1221429 0.91% 6411 $428938 ऊपर ×2
VXF Vanguard Extended Market ETF $1207661 0.90% 4905 $234637 ऊपर ×1
MTUM iShares Trust $1175924 0.88% 3430 $357772 ऊपर ×1
IEMG iShares, Inc. $1152883 0.86% 13917 $305692 ऊपर ×1
GOVT iShares Trust $1103846 0.82% 48457 $127882 ऊपर ×1
IVV iShares Trust $1080646 0.81% 1443 $512354 ऊपर ×1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF $1066894 0.80% 11751 $192370 ऊपर ×2
TSLA Tesla, Inc. - Common Stock $1046032 0.78% 2487 $269814 ऊपर ×2
VEU Vanguard FTSE All World Ex US ETF $1029649 0.77% 12294 $506570 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $1029371 0.77% 2725 $174189 नीचे ×1
SGOV iShares Trust $1002068 0.75% 9954 $-263730 नीचे ×1
AMJB Alerian MLP Index ETN $911156 0.68% 26418 $-29218 नीचे ×1
TIP iShares TIPS Bond ETF $886276 0.66% 8099 $-46150 नीचे ×2
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund $873890 0.65% 32668 $110870 ऊपर ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $833708 0.62% 15680 $-29097 नीचे ×1
LLY Eli Lilly and Company Common Stock $791623 0.59% 660 $302306 ऊपर ×2
IWV iShares Russell 3000 Fund $785428 0.59% 1842 $93739 नीचे ×1
XCEM Columbia ETF Trust II $767554 0.57% 14515 ऊपर ×1
PANW Palo Alto Networks, Inc. - Common Stock $763201 0.57% 2238 $400237 नीचे ×1
IWF iShares Russell 1000 Growth Fund $758927 0.57% 6112 $101844 ऊपर ×1
VB Vanguard Morningstar Small-Cap ETF $720207 0.54% 2376 $181692 ऊपर ×1
IEUR iShares Core MSCI Europe ETF $704273 0.53% 9369 $223695 ऊपर ×1
GEV GE Vernova Inc. Common Stock $703742 0.52% 599 $140716 नीचे ×1
TLH iShares 10-20 Year Treasury Bond ETF $656688 0.49% 6544 $27390 ऊपर ×1
CWB SPDR SERIES TRUST $656197 0.49% 6086 $24063 नीचे ×2
ACES ALPS ETF Trust $644969 0.48% 18204 $74328 ऊपर ×2
XLF SELECT SECTOR SPDR TRUST $631147 0.47% 11773 $101997 ऊपर ×2
SHYG iShares Trust $594378 0.44% 14015 $18665 ऊपर ×2
LQD iShares Trust $583414 0.44% 5349 $-64213 नीचे ×1
VTI Vanguard Morningstar Total Stock Market ETF $581332 0.43% 1571 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $557115 0.42% 1702 $92342 ऊपर ×2
PWR Quanta Services, Inc. Common Stock $544348 0.41% 756 $84270 नीचे ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $532493 0.40% 1115 $238812 ऊपर ×1
HWM Howmet Aerospace Inc. Common Stock $515942 0.38% 1919 $73920 ऊपर ×1
USIG iShares Broad USD Investment Grade Corporate Bond ETF $508747 0.38% 9919 $53719 ऊपर ×1
BIL SPDR SERIES TRUST $498703 0.37% 5442 $46459 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $481943 0.36% 1364 $95542 ऊपर ×2
LVHI Legg Mason ETF Investment Trust $478503 0.36% 11790 $-4209 नीचे ×2
APH Amphenol Corporation Common Stock $474655 0.35% 2692 $138688 ऊपर ×1
ASML ASML Holding N.V. - New York Registry Shares $457570 0.34% 230 $203973 ऊपर ×1
BNDX Vanguard Total International Bond ETF $455535 0.34% 9406 $454 नीचे ×2
VMBS Vanguard Mortgage-Backed Securities ETF $449659 0.34% 9606 $87534 ऊपर ×1
AMD Advanced Micro Devices, Inc. - Common Stock $447300 0.33% 770 ऊपर ×1
XLV SELECT SECTOR SPDR TRUST $429814 0.32% 2709 $103895 ऊपर ×1
KLAC KLA Corporation - Common Stock $418773 0.31% 1388 $214107 ऊपर ×1
GE GE Aerospace Common Stock $417830 0.31% 1118 $-3568 नीचे ×1
XBI SPDR SERIES TRUST $410205 0.31% 2592 $-21905 नीचे ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $404278 0.30% 4192 $-15685 नीचे ×2
AMGN Amgen Inc. - Common Stock $403040 0.30% 1113 $8615 नीचे ×2
ATMP iPath Select MLP ETN $399985 0.30% 11586 $13393 ऊपर ×2
ASHR DBX ETF Trust $396741 0.30% 10822 $395 नीचे ×1
AGG iShares Trust $392952 0.29% 3970 $23768 ऊपर ×2
LRCX Lam Research Corporation - Common Stock $384366 0.29% 887 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $383367 0.29% 360 $182874 ऊपर ×1
ABBV AbbVie Inc. Common Stock $370665 0.28% 1473 $48561 नीचे ×2
DXJ WisdomTree Trust $370128 0.28% 2133 $-12369 नीचे ×1
EBAY eBay Inc. - Common Stock $364529 0.27% 3262 $67621
XLE SELECT SECTOR SPDR TRUST $355891 0.27% 6701 $-891 ऊपर ×1
VRIG Invesco Variable Rate Investment Grade ETF $355669 0.27% 14187 ऊपर ×1
IOO iShares Trust $351062 0.26% 2570 ऊपर ×1
IXJ iShares Global Healthcare ETF $349944 0.26% 3557 ऊपर ×1
XLC SELECT SECTOR SPDR TRUST $348928 0.26% 3257 $-66904 नीचे ×1
EWW iShares MSCI Mexico ETF $345184 0.26% 4586 ऊपर ×1
MCHP Microchip Technology Incorporated - Common Stock $339539 0.25% 3723 ऊपर ×1
VST Vistra Corp. Common Stock $335344 0.25% 2114 $15441 नीचे ×2
HIG The Hartford Insurance Group, Inc. Common Stock $318715 0.24% 2405 $-2050 ऊपर ×1
TJX TJX Companies, Inc. (The) Common Stock $312400 0.23% 2062 $11365 ऊपर ×2
MU Micron Technology, Inc. - Common Stock $297805 0.22% 258 ऊपर ×1
UTHR United Therapeutics Corporation - Common Stock $294752 0.22% 544 $-26054 ऊपर ×1
AFL AFLAC Incorporated Common Stock $285038 0.21% 2431 $21074 ऊपर ×1
NFLX Netflix, Inc. - Common Stock $282316 0.21% 3954 $-164016 नीचे ×2
SOXX iShares Trust $274885 0.21% 429 ऊपर ×1
IYW iShares U.S. Technology ETF $271145 0.20% 1075 ऊपर ×1
RTX RTX Corporation Common Stock $270174 0.20% 1424 $21137 ऊपर ×2
IGM iShares Expanded Tech Sector ETF $268611 0.20% 1642 ऊपर ×1
AZN AstraZeneca PLC - American Depositary Shares $262814 0.20% 1386 $-60629 नीचे ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
XCEM $767554 14515 0.57%
VTI $581332 1571 0.43%
AMD $447300 770 0.33%
LRCX $384366 887 0.29%
VRIG $355669 14187 0.27%
IOO $351062 2570 0.26%
IXJ $349944 3557 0.26%
EWW $345184 4586 0.26%
MCHP $339539 3723 0.25%
MU $297805 258 0.22%
SOXX $274885 429 0.21%
IYW $271145 1075 0.20%
IGM $268611 1642 0.20%
QQQ $261422 355 0.19%
AMAT $258111 357 0.19%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
MGK अधिक खरीदा +93K +$2.1M
VOO अधिक खरीदा +320 +$1.4M
SPYG अधिक खरीदा +7K +$1.4M
MGV अधिक खरीदा +3K +$1.2M
NVDA अधिक खरीदा +1K +$958K
PAVE अधिक खरीदा +3K +$732K
SHY अधिक खरीदा +9K +$728K
VBR अधिक खरीदा +2K +$612K
AMZN अधिक खरीदा +1K +$603K
IEI अधिक खरीदा +5K +$538K

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
CPS 31 मार्च 2026 45130 $1481618 -20.4%
TLT 30 जून 2026 12277 $1064296
IEF 30 जून 2026 5016 $478724
ILF 31 मार्च 2026 15497 $471892 7.1%
VNQI 31 मार्च 2026 9088 $416597
BABA 31 मार्च 2026 2726 $399579 -12.9%
IGE 31 मार्च 2026 7759 $389500 0.8%
COMT 30 जून 2026 11430 $386447
ICLN 30 जून 2026 19905 $364059
XLI 31 मार्च 2026 2321 $360030 6.4%
RPV 30 जून 2026 3344 $359111
EFV 31 मार्च 2026 4977 $355410
VPL 31 मार्च 2026 3778 $341534
SPY 31 मार्च 2026 485 $330732 अब ट्रैक नहीं किया जा रहा है
EEMA 31 मार्च 2026 3453 $324630
ISRG 30 जून 2026 595 $274293 1.8%
SPGI 31 मार्च 2026 511 $267046 -6.9%
XLP 30 जून 2026 3107 $254734 अब ट्रैक नहीं किया जा रहा है
VWO 30 जून 2026 4591 $248145 1.6%
CAH 30 जून 2026 1174 $248079 -1.7%
SPIB 31 मार्च 2026 7108 $240324
SSO 31 मार्च 2026 3965 $229654 39.4%
BSX 31 मार्च 2026 2364 $225407 -32.8%
PHM 31 मार्च 2026 1892 $221859 -1.3%
STIP 31 मार्च 2026 2141 $219219
TMO 31 मार्च 2026 374 $216714 33.6%
CVX 30 जून 2026 1023 $211660 25.2%
IJR 31 मार्च 2026 1671 $200825 11.2%