Rincian sektor

04
Technology 5,0%
Financials 2,5%
Communication Services 2,2%
Retail 0,5%
Industrials 0,4%
Healthcare 0,3%
Consumer products 0,2%
Lainnya/Tidak terpetakan 89,0%

Portofolio lengkap 51 posisi

05
Tipe Rentetan Tren 8 kuartal
IVW iShares S&P 500 Growth ETF $46.342.665 27,41% 336.974 $8.093.956 Turun ×1
IVE iShares Trust $41.868.202 24,76% 184.393 $3.404.512 Naik ×2
IJJ iShares Trust $8.396.003 4,97% 56.830 $1.316.513 Naik ×2
IWN iShares Russell 2000 Value ETF $7.825.774 4,63% 35.378 $816.136 Turun ×3
IWO iShares Russell 2000 Growth Fund $6.956.113 4,11% 17.660 $1.274.805 Turun ×4
EEM iShares, Inc. $3.855.688 2,28% 56.362 $454.878 Turun ×5
SCZ iShares MSCI EAFE Small-Cap ETF $3.792.137 2,24% 46.093 $960.274 Naik ×3
AAPL Apple Inc. - Common Stock $3.775.546 2,23% 13.048 $270.592 Turun ×3
EFV iShares Trust $3.736.443 2,21% 48.810 $-185.762 Turun ×6
IBDR iShares Trust $3.671.198 2,17% 151.521 $-30.909 Turun ×2
IBIT iShares Bitcoin Trust ETF $3.613.261 2,14% 108.535 $-117.929 Naik ×2
IBDS iShares Trust $3.422.653 2,02% 141.313 $107.593 Naik ×3
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B $3.071.151 1,82% 6.138 $125.155 Turun ×1
IJK iShares Trust $2.929.780 1,73% 24.932 $462.794 Naik ×2
EFG iShares Trust $2.705.024 1,60% 21.738 $136.209 Turun ×6
GOOGL Alphabet Inc. - Class A Common Stock $2.115.385 1,25% 5.919 $480.479 Naik ×1
IBDT iShares Trust $1.975.356 1,17% 78.232 $45.195 Naik ×6
IYR iShares U.S. Real Estate ETF $1.554.101 0,92% 15.201 $43.187 Turun ×1
IYE iShares U.S. Energy ETF $1.445.153 0,85% 25.534 $-337.239 Turun ×4
MU Micron Technology, Inc. - Common Stock $1.154.290 0,68% 1.000 Naik ×1
REET iShares Trust $1.149.450 0,68% 41.619 $-64.042 Turun ×1
MSFT Microsoft Corporation - Common Stock $1.033.001 0,61% 2.770 $-15.459 Turun ×4
BTC Grayscale Bitcoin Mini Trust (BTC) $1.008.430 0,60% 38.858 $216.733 Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock $989.951 0,59% 2.801 $260.216 Naik ×1
IBDV iShares iBonds Dec 2030 Term Corporate ETF $879.452 0,52% 40.341 $119.666 Naik ×6
IBDU iShares Trust $746.023 0,44% 32.213 $47.962 Naik ×6
GEV GE Vernova Inc. Common Stock $641.475 0,38% 546 Naik ×1
AON Aon plc Class A Ordinary Shares (Ireland) $641.329 0,38% 1.934 $-214.262 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $596.934 0,35% 1.823 $39.305 Turun ×3
COST Costco Wholesale Corporation - Common Stock $555.429 0,33% 594 $-35.770 Naik ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $539.015 0,32% 4.620 $-122.171 Naik ×1
NVDA NVIDIA Corporation - Common Stock $514.518 0,30% 2.571 $174.250 Naik ×1
DIS Walt Disney Company (The) Common Stock $478.370 0,28% 4.970 $-648
SNDK Sandisk Corporation - Common Stock $454.746 0,27% 200 Naik ×1
IBDW iShares iBonds Dec 2031 Term Corporate ETF $426.793 0,25% 20.479 $56.655 Naik ×2
AMD Advanced Micro Devices, Inc. - Common Stock $410.703 0,24% 707 Naik ×1
VONG Vanguard Russell 1000 Growth ETF $326.170 0,19% 2.552 $-30.328 Turun ×1
GBTC Grayscale Bitcoin Trust (BTC) $302.571 0,18% 6.647 $-48.125
IWP iShares Russell Midcap Growth ETF $290.098 0,17% 1.981 $36.240
ABBV AbbVie Inc. Common Stock $282.800 0,17% 1.124
IBDX iShares iBonds Dec 2032 Term Corporate ETF $267.825 0,16% 10.631 $58.501 Naik ×1
IEFA iShares Core MSCI EAFE ETF $263.685 0,16% 2.730 $20.440 Naik ×3
GRMN Garmin Ltd. Common Stock (Switzerland) $263.194 0,16% 1.108 $6.127
DDOG Datadog, Inc. - Class A Common Stock $260.360 0,15% 1.000 Naik ×1
HLAL Wahed FTSE USA Shariah ETF $242.027 0,14% 3.390 Naik ×1
IWS iShares Russell Mid-Cap Value ETF $237.518 0,14% 1.443 $-4.526 Turun ×1
IBM International Business Machines Corporation Common Stock $232.855 0,14% 829 $23.541 Turun ×2
AZO AutoZone, Inc. Common Stock $223.716 0,13% 70 $-12.729
META Meta Platforms, Inc. - Class A Common Stock $215.522 0,13% 382
VUG Vanguard Morningstar Growth ETF $215.264 0,13% 2.499 $-148.582 Naik ×2
PRTA Prothena Corporation plc - Ordinary Shares $188.322 0,11% 19.236 $1.347

Kepemilikan dengan keyakinan

08

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

SekuritasNilai% dari portofolioRentetan
SCZ $3.792.137 2,24% naik ×3
IBDS $3.422.653 2,02% naik ×3
IBDT $1.975.356 1,17% naik ×6
IBDV $879.452 0,52% naik ×6
IBDU $746.023 0,44% naik ×6
IEFA $263.685 0,16% naik ×3

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
MU $1.154.290 1.000 0,68%
GEV $641.475 546 0,38%
SNDK $454.746 200 0,27%
AMD $410.703 707 0,24%
ABBV $282.800 1.124 0,17%
DDOG $260.360 1.000 0,15%
HLAL $242.027 3.390 0,14%
META $215.522 382 0,13%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
IVW Dipangkas -1K +$8.1M
IVE Beli lebih banyak +2K +$3.4M
IJJ Beli lebih banyak +3K +$1.3M
IWO Dipangkas -446 +$1.3M
SCZ Beli lebih banyak +10K +$960K
IWN Dipangkas -2K +$816K
GOOGL Beli lebih banyak +233 +$480K
IJK Beli lebih banyak +417 +$463K
EEM Dipangkas -4K +$455K
IYE Dipangkas -2K -$337K

Posisi yang keluar

11

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.

SekuritasKuartalSaham sebelumnyaNilai sebelumnyaHarga sejak keluar
IBDQ 31 Des. 2025 113.285 $2.853.691
XLK 30 Sep. 2025 1.828 $462.829 41,8%
IAU 30 Juni 2026 3.245 $286.034 3,2%
AMZN 31 Des. 2025 1.089 $239.113 9,0%
IGE 30 Juni 2025 5.245 $238.485 41,9%
MO 31 Des. 2025 3.595 $237.486 16,8%
META 31 Des. 2025 299 $219.591 10,3%
ABBV 31 Maret 2026 909 $207.822 20,8%
PRTA 31 Des. 2025 19.471 $190.038 -12,5%