Finhabits Advisors LLC
CIK 2106949 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $118.9M
- Posisi
- 15
- Per tanggal
- 30 Juni 2026
#8.039 dari 9.443 berdasarkan nilai 13F · top 85.1%
Nilai portofolio QoQ: +9.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 87,89%
- Bobot 25 kepemilikan teratas
- 100,00%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 10,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,24% Perkiraan pembelian $5.129.322 · penjualan $1.411.626
- Posisi baru
- 0
- Meningkat
- 10
- Menurun
- 5
- Tertutup
- 0
Di halaman ini
Rincian sektor
Lainnya/Tidak terpetakan
100,0%
Portofolio lengkap 15 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $21.841.192 | 18,36% | 132.959 | $2.036.927 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $11.953.095 | 10,05% | 151.248 | $921.663 | Naik ×2 | ||
| LQD | $11.882.381 | 9,99% | 108.943 | $895.179 | Naik ×2 | ||
| VWO | $10.776.170 | 9,06% | 180.536 | $994.057 | Turun ×1 | ||
| DYNF | $9.548.475 | 8,03% | 140.398 | $1.180.135 | Turun ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $9.464.656 | 7,96% | 188.426 | $575.506 | Naik ×2 | ||
| VEA | $8.966.720 | 7,54% | 125.849 | $808.805 | Turun ×2 | ||
| GBIL | $8.436.195 | 7,09% | 84.227 | $1.191.685 | Naik ×2 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $6.159.501 | 5,18% | 63.869 | $459.070 | Naik ×2 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $5.511.470 | 4,63% | 117.741 | $359.142 | Naik ×2 | ||
| VTEB | $4.883.787 | 4,11% | 96.556 | $332.152 | Naik ×2 | ||
| VNQ | $3.932.616 | 3,31% | 40.782 | $418.246 | Naik ×2 | ||
| BINC | $3.054.037 | 2,57% | 58.350 | $225.145 | Naik ×2 | ||
| NEAR | $2.098.153 | 1,76% | 41.416 | $296.158 | Naik ×2 | ||
| SGOL | $434.977 | 0,37% | 11.378 | $-127.964 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ITOT | Dipangkas | -6K | +$2.0M |
| GBIL | Beli lebih banyak | +12K | +$1.2M |
| DYNF | Dipangkas | -3K | +$1.2M |
| VWO | Dipangkas | -447 | +$994K |
| VCSH | Beli lebih banyak | +12K | +$922K |
| LQD | Beli lebih banyak | +8K | +$895K |
| VEA | Dipangkas | -1K | +$809K |
| VTIP | Beli lebih banyak | +10K | +$576K |
| EMB | Beli lebih banyak | +3K | +$459K |
| VNQ | Beli lebih banyak | +1K | +$418K |