Arnold Financial Planning LLC
Nilai portofolio QoQ: +25.3% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas79,15%
Bobot 25 kepemilikan teratas96,65%
Posisi di atas 1%15
Jumlah posisi efektif13,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,42% Perkiraan pembelian $17.748.604 · penjualan $500.649
Posisi baru16
Meningkat17
Menurun4
Tertutup1
Nilai Portofolio
$134.1M
Posisi
41
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 41 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $16.291.586 | 12,15% | 553.571 | $2.740.697 | Naik ×2 | ||
| SCHZ | $15.884.751 | 11,85% | 686.760 | $1.051.704 | Naik ×2 | ||
| SCHO | $13.216.879 | 9,86% | 547.509 | $646.189 | Naik ×2 | ||
| SCHF | $12.270.059 | 9,15% | 442.962 | $1.628.892 | Naik ×2 | ||
| SCHA | $10.157.835 | 7,58% | 281.147 | $2.241.989 | Naik ×2 | ||
| DFAC | $8.870.791 | 6,62% | 199.973 | $1.011.203 | Turun ×2 | ||
| SCHV | $8.832.898 | 6,59% | 253.746 | $1.531.094 | Naik ×2 | ||
| SLYV | $8.238.380 | 6,14% | 75.505 | $1.215.116 | Naik ×1 | ||
| SCHC | $6.656.478 | 4,96% | 138.331 | $361.072 | Naik ×2 | ||
| DFCF | $5.712.087 | 4,26% | 135.325 | $54.509 | Naik ×1 | ||
| AAPL | $5.175.204 | 3,86% | 17.885 | $3.867.424 | Naik ×2 | ||
| SCHE | $3.719.742 | 2,77% | 102.585 | $466.273 | Naik ×2 | ||
| TSLA | $2.590.475 | 1,93% | 6.159 | Naik ×1 | |||
| DFAI | $1.991.435 | 1,49% | 48.277 | $57.117 | Turun ×2 | ||
| VTI | $1.420.954 | 1,06% | 3.840 | $194.177 | Naik ×1 | ||
| DFAX | $1.200.127 | 0,90% | 32.577 | $95.503 | Naik ×2 | ||
| FLOT | $1.181.195 | 0,88% | 23.138 | Naik ×1 | |||
| DFAE | $940.055 | 0,70% | 23.379 | $81.491 | Turun ×2 | ||
| SGOV | $912.272 | 0,68% | 9.062 | $238.253 | Naik ×2 | ||
| QQQ | $854.224 | 0,64% | 1.160 | Naik ×1 | |||
| NVDA | $853.584 | 0,64% | 4.266 | $292.016 | Naik ×1 | ||
| IVV | $748.890 | 0,56% | 1.000 | Naik ×1 | |||
| IWP | $710.381 | 0,53% | 4.852 | Naik ×1 | |||
| IJR | $690.214 | 0,51% | 4.654 | $111.693 | |||
| DFAR | $482.090 | 0,36% | 18.429 | $27.344 | Turun ×1 | ||
| XBI | $430.124 | 0,32% | 2.718 | Naik ×1 | |||
| VEA | $424.223 | 0,32% | 5.954 | Naik ×1 | |||
| KRE | $397.977 | 0,30% | 5.317 | Naik ×1 | |||
| IWN | $319.413 | 0,24% | 1.444 | Naik ×1 | |||
| META | $295.727 | 0,22% | 525 | $28.542 | Naik ×2 | ||
| T | $271.501 | 0,20% | 13.116 | Naik ×1 | |||
| IEMG | $259.703 | 0,19% | 3.135 | Naik ×1 | |||
| VTIP | $255.978 | 0,19% | 5.096 | $1.542 | Naik ×1 | ||
| BSV | $246.741 | 0,18% | 3.167 | Naik ×1 | |||
| FNDA | $241.338 | 0,18% | 6.341 | $35.699 | |||
| MSFT | $231.272 | 0,17% | 620 | Naik ×1 | |||
| IBDU | $228.288 | 0,17% | 9.857 | $-986 | |||
| IBDT | $224.978 | 0,17% | 8.910 | $-712 | |||
| BRK-B | $222.674 | 0,17% | 445 | Naik ×1 | |||
| AMZN | $220.226 | 0,16% | 924 | Naik ×1 | |||
| SCHM | $217.349 | 0,16% | 5.895 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| TSLA | $2.590.475 | 6.159 | 1,93% |
| FLOT | $1.181.195 | 23.138 | 0,88% |
| QQQ | $854.224 | 1.160 | 0,64% |
| IVV | $748.890 | 1.000 | 0,56% |
| IWP | $710.381 | 4.852 | 0,53% |
| XBI | $430.124 | 2.718 | 0,32% |
| VEA | $424.223 | 5.954 | 0,32% |
| KRE | $397.977 | 5.317 | 0,30% |
| IWN | $319.413 | 1.444 | 0,24% |
| T | $271.501 | 13.116 | 0,20% |
| IEMG | $259.703 | 3.135 | 0,19% |
| BSV | $246.741 | 3.167 | 0,18% |
| MSFT | $231.272 | 620 | 0,17% |
| BRK-B | $222.674 | 445 | 0,17% |
| AMZN | $220.226 | 924 | 0,16% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Beli lebih banyak | +13K | +$3.9M |
| SCHX | Beli lebih banyak | +25K | +$2.7M |
| SCHA | Beli lebih banyak | +9K | +$2.2M |
| SCHF | Beli lebih banyak | +13K | +$1.6M |
| SCHV | Beli lebih banyak | +14K | +$1.5M |
| SLYV | Beli lebih banyak | +1K | +$1.2M |
| SCHZ | Beli lebih banyak | +48K | +$1.1M |
| DFAC | Dipangkas | -2K | +$1.0M |
| SCHO | Beli lebih banyak | +30K | +$646K |
| SCHE | Beli lebih banyak | +4K | +$466K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.