Rincian sektor

04
Technology 12,4%
Financials 8,2%
Communication Services 2,9%
Retail 2,7%
Consumer Discretionary 0,8%
Industrials 0,8%
Healthcare 0,7%
Utilities 0,3%
Real Estate 0,3%
Energy 0,2%
Consumer Staples 0,2%
Consumer products 0,1%
Materials 0,1%
Lainnya/Tidak terpetakan 70,2%

Portofolio lengkap 128 posisi

05
Tipe Rentetan Tren 8 kuartal
SPY SPY $22.023.678 8,39% 39.251 $11.212.655 Naik ×1
IWF iShares Trust $18.712.103 7,13% 51.821 $8.168.869 Naik ×1
VOO VANGUARD INDEX FUNDS $15.872.794 6,05% 30.886 $5.281.027 Naik ×1
ACWI iShares MSCI ACWI ETF $12.187.898 4,64% 104.716 $5.141.970 Naik ×1
NVDA NVIDIA Corporation - Common Stock $10.568.044 4,03% 97.500 $7.057.555 Naik ×1
VEA VANGUARD TAX-MANAGED FUNDS $7.742.832 2,95% 152.328 $-484.599 Turun ×1
FDVV FIDELITY COVINGTON TRUST $7.084.173 2,70% 142.826 $154.550 Naik ×1
VB VANGUARD INDEX FUNDS $6.864.937 2,62% 30.958 $849.527 Naik ×1
URTH iShares, Inc. $6.363.972 2,42% 41.546 $1.216.500 Naik ×1
EFA iShares Trust $5.866.450 2,23% 71.778 $1.393.484 Naik ×1
AAPL Apple Inc. - Common Stock $5.682.474 2,16% 25.582 $1.195.134 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $5.391.786 2,05% 28.339 $1.393.623 Naik ×1
RSP Invesco Exchange-Traded Fund Trust $5.054.452 1,93% 29.178 $2.792.814 Naik ×1
VTI VANGUARD INDEX FUNDS $4.781.117 1,82% 17.396 $110.829 Naik ×1
XLK SELECT SECTOR SPDR TRUST $4.626.046 1,76% 22.404 $2.006.980 Naik ×1
IWP iShares Trust $4.496.233 1,71% 38.269 Naik ×1
IWD iShares Trust $4.449.862 1,70% 23.649 $1.641.070 Naik ×1
IEMG iShares, Inc. $4.151.372 1,58% 76.920 $2.473.857 Naik ×1
VONV Vanguard Russell 1000 Value ETF $3.705.138 1,41% 44.889 $213.013 Naik ×1
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest $3.401.701 1,30% 102.677 $965.618 Naik ×1
ARCC Ares Capital Corporation - Closed End Fund $3.088.812 1,18% 139.387 $627.888 Naik ×1
MGK VANGUARD WORLD FUND $2.885.459 1,10% 9.342 $430.124 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $2.837.655 1,08% 4.923 $890.235 Naik ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B $2.788.589 1,06% 5.236 $2.269.130 Naik ×1
IEFA iShares Trust $2.773.026 1,06% 36.656 $2.303.837 Naik ×1
FSK FS KKR Capital Corp. Common Stock $2.744.518 1,05% 126.731 $1.255.678 Naik ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $2.715.600 1,03% 60.000 $-1.427.595 Turun ×1
OBDC Blue Owl Capital Corporation Common Stock $2.622.268 1,00% 174.469 $379.433 Naik ×1
MSFT Microsoft Corporation - Common Stock $2.579.824 0,98% 6.872 $-719.352 Turun ×1
VONG Vanguard Russell 1000 Growth ETF $2.499.670 0,95% 26.939 $589.343 Naik ×1
IVW iShares Trust $2.456.467 0,94% 26.462 $1.715.704 Naik ×1
DFLV Dimensional ETF Trust $2.378.633 0,91% 77.809 $1.377.328 Naik ×1
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $2.196.795 0,84% 5.222 $914.067 Naik ×1
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $2.115.777 0,81% 18.247 $759.235 Naik ×1
DVY iShares Select Dividend ETF $2.090.627 0,80% 15.568 $1.520.828 Naik ×1
AVGO Broadcom Inc. - Common Stock $2.068.290 0,79% 12.353 $699.237 Naik ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $2.047.291 0,78% 24.257 $143.230 Turun ×1
PANW Palo Alto Networks, Inc. - Common Stock $2.028.910 0,77% 11.890 $783.940 Naik ×1
EEM iShares, Inc. $1.906.412 0,73% 43.625 $1.159.331 Naik ×1
VIG VANGUARD SPECIALIZED FUNDS $1.884.225 0,72% 9.713 $302.310 Naik ×1
IWM iShares Trust $1.861.759 0,71% 9.333 $-563.030 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $1.810.991 0,69% 11.592 $799.407 Naik ×1
NOW ServiceNow, Inc. Common Stock $1.737.990 0,66% 2.183 $-485.082 Naik ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $1.711.073 0,65% 113.017 $147.477 Naik ×1
VEU VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $1.576.007 0,60% 25.981 $754.470 Naik ×1
TSLA Tesla, Inc. - Common Stock $1.541.749 0,59% 5.949 $-396.279 Naik ×1
IWN iShares Trust $1.515.223 0,58% 10.036 $94.824 Naik ×1
VBR VANGUARD INDEX FUNDS $1.429.962 0,54% 7.676 $1.160.437 Naik ×1
VYMI Vanguard International High Dividend Yield ETF $1.424.354 0,54% 19.329 $112.301
NFLX Netflix, Inc. - Common Stock $1.406.861 0,54% 1.509 $354.212 Naik ×1
KNX Knight-Swift Transportation Holdings Inc. $1.397.508 0,53% 32.134 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $1.367.216 0,52% 8.841 $272.441 Naik ×1
AOR iShares Trust $1.298.491 0,49% 22.555 Naik ×1
INDA iShares Trust $1.285.610 0,49% 24.973 $986.562 Naik ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1.249.954 0,48% 13.091 $156.350 Naik ×1
TLT iShares 20+ Year Treasury Bond ETF $1.073.456 0,41% 11.792 $530.293 Naik ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.071.138 0,41% 3.038 $283.828 Naik ×1
VTWO Vanguard Russell 2000 ETF $1.034.578 0,39% 12.828 $-111.347
CGBD Carlyle Secured Lending, Inc. - Closed End Fund $1.024.331 0,39% 61.517 $-53.839 Naik ×1
VO VANGUARD INDEX FUNDS $999.308 0,38% 3.864 Naik ×1
VV VANGUARD INDEX FUNDS $964.634 0,37% 3.753 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $946.423 0,36% 3.858 $455.682 Naik ×1
XLF SELECT SECTOR SPDR TRUST $944.472 0,36% 18.961 $579.799 Naik ×1
PAR PAR Technology Corporation Common Stock $920.713 0,35% 15.010 $-715.089 Turun ×1
PNW Pinnacle West Capital Corporation Common Stock $845.725 0,32% 8.879 Naik ×1
SCZ iShares MSCI EAFE Small-Cap ETF $739.299 0,28% 11.637 $66.493 Naik ×1
COST Costco Wholesale Corporation - Common Stock $723.527 0,28% 765 $246.145 Naik ×1
DLR Digital Realty Trust, Inc. Common Stock $701.816 0,27% 4.898 $117.684 Naik ×1
V Visa Inc. $657.136 0,25% 1.875 $352.146 Naik ×1
IWO iShares Trust $577.498 0,22% 2.260 Naik ×1
VTV VANGUARD INDEX FUNDS $554.495 0,21% 3.210 Naik ×1
LLY Eli Lilly and Company Common Stock $545.110 0,21% 660 $247.882 Naik ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $538.908 0,21% 3.129 $-100.713 Naik ×1
SPLV Invesco Exchange-Traded Fund Trust II $529.167 0,20% 7.082 $33.427
GS Goldman Sachs Group, Inc. (The) Common Stock $527.179 0,20% 965 Naik ×1
UBER Uber Technologies, Inc. Common Stock $503.904 0,19% 6.916 $228.724 Naik ×1
DEM WisdomTree Trust $488.801 0,19% 11.616 $18.469
VTWV Vanguard Russell 2000 Value ETF $482.717 0,18% 3.627 $-41.783
VGLT Vanguard Long-Term Treasury ETF $463.069 0,18% 8.038 $-18.089 Turun ×1
VXUS Vanguard Total International Stock ETF $457.367 0,17% 7.365 $23.348
RWR SPDR SERIES TRUST $432.163 0,16% 4.360 $124.610 Naik ×1
JNJ Johnson & Johnson Common Stock $431.350 0,16% 2.601 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $418.666 0,16% 4.075 Naik ×1
CRM Salesforce, Inc. Common Stock $410.872 0,16% 1.531 $54.050 Naik ×1
VUG VANGUARD INDEX FUNDS $410.498 0,16% 1.107 $-25.800 Naik ×1
AIA iShares Asia 50 ETF $404.871 0,15% 5.596 $58.599 Naik ×1
MA Mastercard Incorporated Common Stock $398.503 0,15% 727 $145.740 Naik ×1
ARKK ARK ETF Trust $391.134 0,15% 8.221 $39.488 Naik ×1
WMT Walmart Inc. - Common Stock $390.715 0,15% 4.439 $109.443 Naik ×1
GSBD Goldman Sachs BDC, Inc. Common Stock $390.062 0,15% 32.210 $30.703 Naik ×1
XOM Exxon Mobil Corporation Common Stock $389.734 0,15% 3.277 Naik ×1
ORCL Oracle Corporation Common Stock $366.309 0,14% 2.620 $164.167 Naik ×1
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $354.151 0,13% 2.678 Naik ×1
MCD McDonald's Corporation Common Stock $351.729 0,13% 1.126 Naik ×1
PG Procter & Gamble Company (The) Common Stock $346.975 0,13% 2.036 Naik ×1
XLE SELECT SECTOR SPDR TRUST $329.879 0,13% 3.530 Naik ×1
WDC Western Digital Corporation - Common Stock $325.987 0,12% 8.063 $-3.568.568 Turun ×1
VGT VANGUARD WORLD FUND $316.208 0,12% 583 Naik ×1
QQQ Invesco QQQ Trust, Series 1 $316.065 0,12% 673 Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $307.441 0,12% 587 Naik ×1

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
IWP $4.496.233 38.269 1,71%
KNX $1.397.508 32.134 0,53%
AOR $1.298.491 22.555 0,49%
VO $999.308 3.864 0,38%
VV $964.634 3.753 0,37%
PNW $845.725 8.879 0,32%
IWO $577.498 2.260 0,22%
VTV $554.495 3.210 0,21%
GS $527.179 965 0,20%
JNJ $431.350 2.601 0,16%
AMD $418.666 4.075 0,16%
XOM $389.734 3.277 0,15%
BABA $354.151 2.678 0,13%
MCD $351.729 1.126 0,13%
PG $346.975 2.036 0,13%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
SPY Beli lebih banyak +21K +$11.2M
IWF Beli lebih banyak +26K +$8.2M
NVDA Beli lebih banyak +71K +$7.1M
VOO Beli lebih banyak +11K +$5.3M
ACWI Beli lebih banyak +45K +$5.1M
RSP Beli lebih banyak +16K +$2.8M
IEMG Beli lebih banyak +45K +$2.5M
XLK Beli lebih banyak +11K +$2.0M
IVW Beli lebih banyak +19K +$1.7M
IWD Beli lebih banyak +8K +$1.6M

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