Rincian sektor

04
Technology 0,8%
Utilities 0,7%
Communication Services 0,6%
Financials 0,4%
Retail 0,1%
Consumer Discretionary 0,1%
Healthcare 0,1%
Lainnya/Tidak terpetakan 97,2%

Portofolio lengkap 34 posisi

05
Tipe Rentetan Tren 8 kuartal
VTI VANGUARD INDEX FUNDS $84.563.022 39,14% 228.524 $9.565.256 Turun ×1
BND Vanguard Total Bond Market ETF $56.822.130 26,30% 774.038 $6.246.031 Naik ×2
VXUS Vanguard Total International Stock ETF $17.634.022 8,16% 206.270 $889.817 Turun ×1
ITOT iShares Trust $14.802.863 6,85% 90.113 $2.277.569 Naik ×2
BNDX Vanguard Total International Bond ETF $9.597.373 4,44% 198.170 $1.022.802 Naik ×2
IXUS iShares Core MSCI Total International Stock ETF $6.814.416 3,15% 71.400 $921.250 Naik ×1
AGG iShares Trust $6.032.039 2,79% 60.942 $1.195.803 Naik ×2
SCHX SCHWAB STRATEGIC TRUST $2.963.101 1,37% 100.683 $382.948 Naik ×1
SCHM SCHWAB STRATEGIC TRUST $1.896.408 0,88% 51.435 $303.980
VB VANGUARD INDEX FUNDS $1.737.181 0,80% 5.731 $236.117
VXF VANGUARD INDEX FUNDS $1.452.147 0,67% 5.898 $238.339
VTV VANGUARD INDEX FUNDS $1.418.942 0,66% 6.511 $141.484
LNT Alliant Energy Corporation - Common Stock $1.169.755 0,54% 15.333 $69.459
MSFT Microsoft Corporation - Common Stock $981.789 0,45% 2.632 $7.502
SCHA SCHWAB STRATEGIC TRUST $966.550 0,45% 26.752 $188.602
AAPL Apple Inc. - Common Stock $766.515 0,35% 2.649 $94.225
VO VANGUARD INDEX FUNDS $612.010 0,28% 7.596 $66.655 Naik ×2
VOO VANGUARD INDEX FUNDS $572.113 0,26% 833 $74.354
GOOGL Alphabet Inc. - Class A Common Stock $536.055 0,25% 1.500 $104.715
GOOG Alphabet Inc. - Class C Capital Stock $534.942 0,25% 1.514 $81.703 Turun ×1
IAGG iShares Trust $496.234 0,23% 9.807 $281.863 Naik ×1
SCHF SCHWAB STRATEGIC TRUST $435.001 0,20% 15.704 $46.327
VIGI Vanguard International Dividend Appreciation ETF $423.945 0,20% 4.540 $22.337
MA Mastercard Incorporated Common Stock $359.520 0,17% 700 $9.758
WMT Walmart Inc. - Common Stock $314.297 0,15% 2.775 $-30.580
MGEE MGE Energy Inc. - Common Stock $296.806 0,14% 3.640 $15.470
V Visa Inc. $274.472 0,13% 800 $32.680
VEA VANGUARD TAX-MANAGED FUNDS $267.188 0,12% 3.750 $26.888
CSCO Cisco Systems, Inc. - Common Stock $234.920 0,11% 2.000 Naik ×1
IJR iShares Trust $233.292 0,11% 1.573 Naik ×1
MCD McDonald's Corporation Common Stock $216.248 0,10% 800 $-32.384
JPUS J.P. Morgan Exchange-Traded Fund Trust $210.344 0,10% 1.500 Naik ×1
JNJ Johnson & Johnson Common Stock $203.176 0,09% 800 Naik ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B $200.156 0,09% 400

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
CSCO $234.920 2.000 0,11%
IJR $233.292 1.573 0,11%
JPUS $210.344 1.500 0,10%
JNJ $203.176 800 0,09%
BRK-B (diajukan sebagai BRKB) $200.156 400 0,09%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
VTI Dipangkas -5K +$9.6M
BND Beli lebih banyak +87K +$6.2M
ITOT Beli lebih banyak +2K +$2.3M
AGG Beli lebih banyak +12K +$1.2M
BNDX Beli lebih banyak +20K +$1.0M
IXUS Beli lebih banyak +3K +$921K
VXUS Dipangkas -11K +$890K
SCHX Beli lebih banyak +53 +$383K
SCHM Hanya pergerakan harga +0 +$304K
IAGG Beli lebih banyak +6K +$282K

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
WEC 31 Maret 2026 2.332 $245.933 -12,2%
BRK-B (diajukan sebagai BRKB) 31 Maret 2026 400 $201.060 Tidak lagi dilacak