Rincian sektor

04
Financials 0,4%
Technology 0,2%
Energy 0,2%
Lainnya/Tidak terpetakan 99,2%

Portofolio lengkap 29 posisi

05
Tipe Rentetan Tren 8 kuartal
VTI Vanguard Morningstar Total Stock Market ETF $89.805.659 27,55% 243.871 $13.277.829 Naik ×2
VEA Vanguard FTSE Developed Markets ETF $32.105.993 9,85% 456.440 $3.233.258 Naik ×1
DFSV Dimensional ETF Trust $29.442.633 9,03% 770.951 $2.719.211 Naik ×6
BNDX Vanguard Total International Bond ETF $25.421.548 7,80% 531.498 $-754.361 Turun ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $22.273.942 6,83% 272.231 $-2.859.753 Turun ×2
VGIT Vanguard Intermediate-Term Treasury ETF $18.325.894 5,62% 313.156 $109.563 Naik ×6
VCSH Vanguard Short-Term Corporate Bond ETF $17.897.999 5,49% 227.681 $-25.056 Naik ×6
DFEM Dimensional ETF Trust $15.863.241 4,87% 402.620 $1.930.932 Turun ×1
DFAC Dimensional ETF Trust $14.604.971 4,48% 331.630 $1.644.922 Turun ×6
DISV Dimensional ETF Trust $11.214.512 3,44% 276.356 $479.066 Naik ×1
DFAX Dimensional ETF Trust $7.297.070 2,24% 200.249 $445.221 Turun ×3
ITOT iShares Trust $6.907.938 2,12% 42.227 $904.537 Naik ×5
VTEI Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF $5.318.100 1,63% 52.922 $3.919.310 Naik ×1
VGSH Vanguard Short-Term Treasury ETF $4.962.887 1,52% 85.552 $2.389.434 Naik ×1
MUB iShares Trust $4.881.020 1,50% 45.655 $34.083 Turun ×1
SPY SPY $4.058.330 1,24% 5.445 $526.473 Naik ×2
VWO Vanguard FTSE Emerging Markets ETF $2.360.025 0,72% 39.886 $813.480 Naik ×2
IEFA iShares Core MSCI EAFE ETF $2.215.176 0,68% 23.000 $158.630 Naik ×3
DFGX Dimensional Global ex US Core Fixed Income ETF $2.132.518 0,65% 40.202 $1.265.462 Naik ×1
VOO Vanguard S&P 500 ETF $1.934.857 0,59% 2.824 $259.243 Naik ×2
JPM JP Morgan Chase & Co. Common Stock $1.423.530 0,44% 4.306 $157.292 Naik ×6
SPEM State Street SPDR Portfolio Emerging Markets ETF $1.213.635 0,37% 23.662 $103.641
RSP Invesco Exchange-Traded Fund Trust $1.124.918 0,35% 5.301 $19.644 Turun ×1
IEMG iShares, Inc. $778.399 0,24% 9.694 $107.386 Naik ×3
VTEB Vanguard Tax-Exempt Bond ETF $749.012 0,23% 14.903 $-3.285.369 Turun ×1
AAPL Apple Inc. - Common Stock $590.210 0,18% 1.883 $61.213 Turun ×1
IVV iShares Trust $485.995 0,15% 649 $60.165 Turun ×1
CVX Chevron Corporation Common Stock $326.952 0,10% 1.858 Naik ×1
XOM Exxon Mobil Corporation Common Stock $278.593 0,09% 1.974 $-56.319

Kepemilikan dengan keyakinan

08

Posisi meningkat selama 3+ kuartal berturut-turut.

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

SekuritasNilai% dari portofolioRentetan
DFSV $29.442.633 9,03% naik ×6
VGIT $18.325.894 5,62% naik ×6
VCSH $17.897.999 5,49% naik ×6
ITOT $6.907.938 2,12% naik ×5
IEFA $2.215.176 0,68% naik ×3
JPM $1.423.530 0,44% naik ×6
IEMG $778.399 0,24% naik ×3

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
CVX $326.952 1.858 0,10%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
VTI Beli lebih banyak +5K +$13.3M
VTEI Beli lebih banyak +39K +$3.9M
VEA Beli lebih banyak +6K +$3.2M
VCIT Dipangkas -31K -$2.9M
DFSV Beli lebih banyak +8K +$2.7M
VGSH Beli lebih banyak +42K +$2.4M
DFEM Dipangkas -631 +$1.9M
DFAC Dipangkas -2K +$1.6M
DFGX Beli lebih banyak +24K +$1.3M
ITOT Beli lebih banyak +77 +$905K

1 position hidden — reported move looks larger than the position itself (data completeness check)

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
COF 31 Maret 2026 986 $235.695 7,0%