Rincian sektor

04
Consumer products 1,0%
Financials 0,8%
Technology 0,7%
Retail 0,5%
Communication Services 0,2%
Lainnya/Tidak terpetakan 96,8%

Portofolio lengkap 36 posisi

05
Tipe Rentetan Tren 8 kuartal
DFAC Dimensional ETF Trust $31.922.988 30,31% 719.635 $4.525.145 Naik ×2
DFAX Dimensional ETF Trust $17.637.323 16,75% 478.755 $-2.940.861 Turun ×2
AVUS AMERICAN CENTURY ETF TRUST $12.626.677 11,99% 98.584 $1.543.265 Turun ×1
VTI VANGUARD INDEX FUNDS $8.043.560 7,64% 21.737 $765.985 Turun ×1
AVUV AMERICAN CENTURY ETF TRUST $4.338.905 4,12% 34.778 $-862.795 Turun ×1
DFAT Dimensional ETF Trust $3.658.229 3,47% 52.335 $302.654 Turun ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $2.986.674 2,84% 59.460 $-379.526 Turun ×1
DFUV Dimensional ETF Trust $2.874.004 2,73% 52.245 $-463.596 Turun ×1
DIHP Dimensional ETF Trust $2.418.769 2,30% 70.880 $477.958 Naik ×1
DFAS Dimensional ETF Trust $2.181.848 2,07% 26.498 $-653.570 Turun ×2
VEA VANGUARD TAX-MANAGED FUNDS $2.058.270 1,95% 28.888 $-352.548 Turun ×1
VOT VANGUARD INDEX FUNDS $1.649.426 1,57% 5.385 $-64.783 Turun ×1
VUG VANGUARD INDEX FUNDS $1.440.950 1,37% 16.728 $-55.930 Naik ×2
VOO VANGUARD INDEX FUNDS $1.100.270 1,04% 1.602 $142.994
PG Procter & Gamble Company (The) Common Stock $1.044.302 0,99% 7.122 $12.086 Turun ×2
IVV iShares Trust $966.069 0,92% 1.290 $-925.628 Turun ×2
DISV Dimensional ETF Trust $931.703 0,88% 23.217 $89.467 Naik ×1
DFNM Dimensional ETF Trust $898.935 0,85% 18.598 $-543.567 Turun ×1
IEFA iShares Trust $872.118 0,83% 9.030 $11.630 Turun ×2
BSV VANGUARD BOND INDEX FUNDS $859.737 0,82% 11.035 $-6.772 Turun ×2
NVDA NVIDIA Corporation - Common Stock $412.586 0,39% 2.062 Naik ×1
DFIV Dimensional ETF Trust $401.489 0,38% 7.432 $61.133 Naik ×1
CINF Cincinnati Financial Corporation - Common Stock $399.347 0,38% 2.157 $59.943
SUB iShares Trust $395.643 0,38% 3.716 $-207.360 Turun ×1
SCHB SCHWAB STRATEGIC TRUST $373.903 0,36% 12.911 $47.854 Turun ×1
AAPL Apple Inc. - Common Stock $366.041 0,35% 1.265 Naik ×1
AVEM AMERICAN CENTURY ETF TRUST $341.961 0,32% 3.544 $98.770 Naik ×2
COST Costco Wholesale Corporation - Common Stock $329.221 0,31% 352 $65.761 Naik ×1
IJR iShares Trust $251.683 0,24% 1.697 Naik ×1
DUHP Dimensional ETF Trust $234.133 0,22% 5.611 $31.300 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $231.429 0,22% 971 Naik ×1
DFCF Dimensional ETF Trust $226.415 0,21% 5.364 $-371.885 Turun ×2
IWM iShares Trust $225.338 0,21% 750 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $208.981 0,20% 371 Naik ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B $204.660 0,19% 409 Naik ×1
AXP American Express Company Common Stock $204.303 0,19% 604

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
NVDA $412.586 2.062 0,39%
AAPL $366.041 1.265 0,35%
IJR $251.683 1.697 0,24%
AMZN $231.429 971 0,22%
IWM $225.338 750 0,21%
META $208.981 371 0,20%
BRK-B (diajukan sebagai BRKB) $204.660 409 0,19%
AXP $204.303 604 0,19%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
DFAC Beli lebih banyak +15K +$4.5M
DFAX Dipangkas -127K -$2.9M
AVUS Dipangkas -1K +$1.5M
IVV Dipangkas -2K -$926K
AVUV Dipangkas -12K -$863K
VTI Dipangkas -948 +$766K
DFAS Dipangkas -13K -$654K
DFNM Dipangkas -11K -$544K
DIHP Beli lebih banyak +11K +$478K
DFUV Dipangkas -17K -$464K

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
AXP 31 Maret 2026 604 $223.450 0,1%
MSFT 30 Juni 2026 505 $186.936 38,7%