Frisco Financial Planning LLC
Nilai portofolio QoQ: -3.1% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q3 2026: 1,05% Perkiraan pembelian $1.490.607 · penjualan $1.369.459
Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q3 2026 · 89,5% masih dipegang
Rincian sektor
Portofolio lengkap 34 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VB | $15.006.611 | 11,68% | 52.749 | $-1.222.322 | Turun ×2 | ||
| VTEB | $15.001.884 | 11,67% | 316.763 | $-462.650 | Naik ×3 | ||
| VEA | $13.913.971 | 10,83% | 197.054 | $-458.151 | Turun ×3 | ||
| SCHX | $12.696.339 | 9,88% | 423.211 | $23.730 | Turun ×2 | ||
| VTIP | $11.136.563 | 8,67% | 226.261 | $75.021 | Naik ×4 | ||
| SPY | $10.220.518 | 7,95% | 13.402 | $26.767 | Turun ×1 | ||
| VCIT | $9.971.060 | 7,76% | 127.328 | $-353.381 | Naik ×1 | ||
| AGG | $9.139.558 | 7,11% | 96.674 | $-177.973 | Naik ×2 | ||
| IEMG | $6.651.521 | 5,18% | 81.956 | $-332.360 | Turun ×2 | ||
| BNDX | $5.500.719 | 4,28% | 117.361 | $-28.936 | Naik ×2 | ||
| SCHH | $5.135.588 | 4,00% | 233.012 | $-364.333 | Naik ×6 | ||
| SCHA | $4.275.451 | 3,33% | 131.028 | $-560.590 | Turun ×2 | ||
| VNQ | $3.431.830 | 2,67% | 38.289 | $-240.641 | Naik ×1 | ||
| SPYM | $2.646.024 | 2,06% | 29.479 | $36.880 | Turun ×1 | ||
| SCHF | $1.629.485 | 1,27% | 59.319 | $-48.739 | Turun ×1 | ||
| MUB | $620.451 | 0,48% | 6.137 | $-87.366 | Turun ×1 | ||
| IJR | $380.985 | 0,30% | 2.801 | $-33.155 | Naik ×1 | ||
| VTI | $344.193 | 0,27% | 920 | $-5.673 | Turun ×1 | ||
| VOO | $199.930 | 0,16% | 285 | $19.622 | Naik ×5 | ||
| TSLA | $143.343 | 0,11% | 404 | $-26.579 | |||
| VEU | $104.137 | 0,08% | 1.255 | $-15.226 | Turun ×1 | ||
| AOA | $79.215 | 0,06% | 814 | $13.661 | Naik ×2 | ||
| MSFT | $67.703 | 0,05% | 132 | $18.464 | |||
| BRK-B | $65.729 | 0,05% | 132 | $-322 | |||
| VWO | $38.399 | 0,03% | 647 | $-174 | Naik ×2 | ||
| VDE | $25.824 | 0,02% | 150 | $3.304 | |||
| SUB | $21.953 | 0,02% | 210 | $-406 | |||
| TIP | $21.848 | 0,02% | 210 | $-1.132 | |||
| MTH | $21.746 | 0,02% | 346 | Naik ×1 | |||
| IYR | $16.537 | 0,01% | 174 | $-1.255 | |||
| NFLX | $4.871 | 0,00% | 70 | Naik ×1 | |||
| COST | $910 | 0,00% | 1 | Naik ×1 | |||
| LULU | $289 | 0,00% | 3 | Naik ×1 | |||
| F | $60 | 0,00% | 5 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VB | Dipangkas | -791 | -$1.2M |
| SCHA | Dipangkas | -3K | -$561K |
| VTEB | Beli lebih banyak | +11K | -$463K |
| VEA | Dipangkas | -5K | -$458K |
| SCHH | Beli lebih banyak | +752 | -$364K |
| VCIT | Beli lebih banyak | +2K | -$353K |
| IEMG | Dipangkas | -2K | -$332K |
| VNQ | Beli lebih banyak | +205 | -$241K |
| AGG | Beli lebih banyak | +3K | -$178K |
| MUB | Dipangkas | -440 | -$87K |
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.