Rincian sektor

04
Technology 4,3%
Industrials 0,3%
Consumer products 0,1%
Lainnya/Tidak terpetakan 95,2%

Portofolio lengkap 102 posisi

05
Tipe Rentetan Tren 8 kuartal
DFAC Dimensional ETF Trust $30.991.566 14,67% 698.638 $4.450.300 Naik ×1
DFCF Dimensional ETF Trust $17.474.053 8,27% 413.979 $69.799 Naik ×4
FBND Fidelity Merrimack Street Trust $16.960.677 8,03% 371.465 $102.758 Naik ×2
DFSV Dimensional ETF Trust $11.702.967 5,54% 301.701 $1.327.904 Naik ×2
DFIC Dimensional ETF Trust $11.437.268 5,42% 306.958 $641.494 Naik ×1
DUHP Dimensional ETF Trust $11.105.426 5,26% 266.126 $1.594.152 Naik ×1
DFSD Dimensional ETF Trust $7.666.011 3,63% 160.545 $-115.184 Turun ×1
DFEM Dimensional ETF Trust $6.319.890 2,99% 155.509 $723.019 Turun ×3
FLDR Fidelity Merrimack Street Trust $6.289.376 2,98% 125.130 $116.949 Naik ×4
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $5.042.829 2,39% 6.608 $1.983.576 Turun ×2
VTEB Vanguard Tax-Exempt Bond ETF $4.804.015 2,27% 94.979 $112.341 Naik ×1
VUG Vanguard Morningstar Growth ETF $4.030.322 1,91% 46.788 $592.828 Naik ×4
IVV iShares Trust $3.996.576 1,89% 5.337 $1.073.150 Naik ×1
AAPL Apple Inc. - Common Stock $3.869.798 1,83% 13.374 $537.880 Naik ×1
AVDV AMERICAN CENTURY ETF TRUST $3.078.830 1,46% 29.877 $86.975 Turun ×5
VTV Vanguard Morningstar Value ETF $2.770.101 1,31% 12.711 $277.825 Naik ×4
DFAU Dimensional ETF Trust $2.610.385 1,24% 50.501 $323.553 Turun ×6
MUB iShares Trust $2.477.983 1,17% 23.025 $3.053 Turun ×1
VEA Vanguard FTSE Developed Markets ETF $2.198.444 1,04% 30.855 $100.884 Turun ×2
DFAR Dimensional ETF Trust $1.825.609 0,86% 69.786 $207.528 Naik ×1
ESGU iShares ESG Aware MSCI USA ETF $1.679.199 0,80% 10.260 $174.397 Turun ×2
IUSB iShares Core Universal USD Bond ETF $1.535.377 0,73% 33.269 $248.144 Naik ×1
SUB iShares Short-Term National Muni Bond ETF $1.441.753 0,68% 13.541 $26.751 Naik ×5
BSV VANGUARD BOND INDEX FUNDS $1.441.003 0,68% 18.496 $150.299 Naik ×1
SUSC iShares ESG Aware USD Corporate Bond ETF $1.349.703 0,64% 58.299 $97.977 Naik ×3
QUAL iShares Trust $1.340.212 0,63% 6.108 $-107.896 Turun ×3
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF $1.267.009 0,60% 15.806 $121.456 Turun ×2
IVW iShares S&P 500 Growth ETF $1.215.353 0,58% 8.837 $186.165 Turun ×2
FSEC Fidelity Merrimack Street Trust $1.191.645 0,56% 27.097 $623 Naik ×1
DYNF BlackRock ETF Trust $1.180.819 0,56% 17.362 $124.445 Turun ×2
DFAE Dimensional ETF Trust $1.053.466 0,50% 26.199 $118.693 Turun ×6
EAGG iShares Trust $1.043.636 0,49% 22.013 $67.339 Naik ×3
SCHF SCHWAB STRATEGIC TRUST $1.035.315 0,49% 37.376 $95.278 Turun ×1
SCHG SCHWAB STRATEGIC TRUST $1.015.611 0,48% 30.012 $141.654 Naik ×2
VTI Vanguard Morningstar Total Stock Market ETF $1.005.819 0,48% 2.718 $56.580 Turun ×3
FIVA Fidelity Covington Trust $999.363 0,47% 25.944 $284.087 Naik ×1
VWO Vanguard FTSE Emerging Markets ETF $998.653 0,47% 16.731 $79.838 Turun ×2
IVE iShares Trust $986.349 0,47% 4.344 $-38.573 Turun ×2
VV Vanguard Morningstar Large-Cap ETF $956.414 0,45% 2.781 $125.312
DISV Dimensional ETF Trust $943.150 0,45% 23.502 $-12.455 Turun ×6
IEFA iShares Core MSCI EAFE ETF $920.028 0,44% 9.526 $54.761 Turun ×1
AVUV AMERICAN CENTURY ETF TRUST $906.058 0,43% 7.262 $91.178 Turun ×1
IEMG iShares, Inc. $899.614 0,43% 10.860 $18.062 Turun ×2
EFV iShares Trust $893.943 0,42% 11.678 $-284.199 Turun ×4
FDRR FIDELITY COVINGTON TRUST $884.769 0,42% 13.637 $74.341 Turun ×1
EFG iShares Trust $873.802 0,41% 7.023 $93.098 Naik ×2
SCHZ SCHWAB STRATEGIC TRUST $813.575 0,39% 35.174 $13.391 Naik ×1
FDMO FIDELITY COVINGTON TRUST $786.884 0,37% 7.983 $74.795 Turun ×1
DCOR Dimensional ETF Trust $758.971 0,36% 9.258 $91.654
DSI iShares Trust $758.084 0,36% 5.324 $79.662 Turun ×2
FDEV Fidelity Covington Trust $754.020 0,36% 21.240 $-161.672 Turun ×1
BNDX Vanguard Total International Bond ETF $742.851 0,35% 15.339 $4.146 Turun ×2
FCOR Fidelity Merrimack Street Trust $738.126 0,35% 15.593 $-17.888 Turun ×1
VTES Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF $674.309 0,32% 6.656 $1.131
VB Vanguard Morningstar Small-Cap ETF $652.256 0,31% 2.152 $92.526 Naik ×6
TOPT iShares Top 20 U.S. Stocks ETF $647.964 0,31% 19.683 Naik ×1
AVUS AMERICAN CENTURY ETF TRUST $643.040 0,30% 5.021 $83.653 Turun ×1
DFAI Dimensional ETF Trust $641.933 0,30% 15.562 $29.697 Turun ×4
OEF iShares Trust $625.310 0,30% 1.709 $34.396 Turun ×2
ESGD iShares ESG Aware MSCI EAFE ETF $624.160 0,30% 6.071 $30.360 Turun ×2
CSX CSX Corporation - Common Stock $620.267 0,29% 13.050 $84.564
SPHB Invesco S&P 500 High Beta ETF $608.979 0,29% 3.914 $247.563 Naik ×1
XLK SELECT SECTOR SPDR TRUST $581.067 0,28% 3.050 $165.090 Turun ×1
USXF iShares ESG Advanced MSCI USA ETF $559.975 0,27% 8.063 $72.173 Turun ×2
VMBS Vanguard Mortgage-Backed Securities ETF $546.128 0,26% 11.667 $13.114 Naik ×4
LMUB iShares Trust $528.437 0,25% 10.317 $40.471 Naik ×1
IAGG iShares International Aggregate Bond Fund $501.157 0,24% 9.904 $-125.703 Turun ×2
SCHJ SCHWAB STRATEGIC TRUST $495.247 0,23% 20.083 $19.513 Naik ×2
FDVV FIDELITY COVINGTON TRUST $493.172 0,23% 8.180 $-76.352 Turun ×1
JBND JPMorgan Active Bond ETF $492.789 0,23% 9.211 $2.783 Naik ×1
DFLV Dimensional ETF Trust $459.969 0,22% 11.633 $44.555
DEHP Dimensional ETF Trust $442.954 0,21% 10.357 $64.608 Turun ×6
SPEM State Street SPDR Portfolio Emerging Markets ETF $439.974 0,21% 8.497 $41.380
BAI iShares A.I. Innovation and Tech Active ETF $422.920 0,20% 8.022 $90.883 Turun ×2
BLCR iShares Large Cap Core Active ETF $413.941 0,20% 8.218 $93.180 Naik ×1
FVAL FIDELITY COVINGTON TRUST $406.662 0,19% 5.218 Naik ×1
THRO iShares U.S. Thematic Rotation Active ETF $386.136 0,18% 8.957 $-59.768 Turun ×2
SPY SPY $384.455 0,18% 514 $173.815 Naik ×1
DFEV Dimensional ETF Trust $370.806 0,18% 8.691 $36.028 Turun ×6
FLDB Fidelity Low Duration Bond ETF $341.729 0,16% 6.779 $999 Naik ×1
DIHP Dimensional ETF Trust $341.578 0,16% 10.009 $-25.709 Turun ×6
FBCG Fidelity Blue Chip Growth ETF $327.009 0,15% 5.265 Naik ×1
MTUM iShares Trust $321.917 0,15% 939 $43.289 Turun ×2
IYW iShares U.S. Technology ETF $321.341 0,15% 1.274 $-25.715 Turun ×4
EVUS iShares ESG Aware MSCI USA Value ETF $314.726 0,15% 8.964 $32.125 Naik ×1
RPV Invesco Exchange-Traded Fund Trust $314.598 0,15% 2.764 $9.288 Turun ×1
DGCB Dimensional Global Credit ETF $298.348 0,14% 5.457 $-223.674 Turun ×3
ITOT iShares Trust $290.933 0,14% 1.771 $-3.103 Turun ×2
PG Procter & Gamble Company (The) Common Stock $289.907 0,14% 1.977 $22.549 Naik ×1
VXUS Vanguard Total International Stock ETF $286.702 0,14% 3.354 $28.611 Naik ×1
BIV VANGUARD BOND INDEX FUNDS $284.510 0,13% 3.709 $1.094 Naik ×1
VBR Vanguard Morningstar Small-Cap Value ETF $283.083 0,13% 1.165 $24.853 Turun ×1
DMXF iShares ESG Advanced MSCI EAFE ETF $281.041 0,13% 3.322 $24.813 Turun ×1
BLV VANGUARD BOND INDEX FUNDS $276.871 0,13% 4.017 $3.131 Naik ×1
TLH iShares 10-20 Year Treasury Bond ETF $271.146 0,13% 2.702 $-53.172 Turun ×2
CORO iShares International Country Rotation Active ETF $269.669 0,13% 7.368 Naik ×1
NVDA NVIDIA Corporation - Common Stock $258.716 0,12% 1.293
VCLT Vanguard Long-Term Corporate Bond ETF $244.146 0,12% 3.244 $6.054 Naik ×1
IDEF iShares Defense Industrials Active ETF $243.371 0,12% 7.658 $3.632 Naik ×1
FQAL Fidelity Quality Factor ETF $208.935 0,10% 2.568 $-231.529 Turun ×1

Kepemilikan dengan keyakinan

08

Posisi meningkat selama 3+ kuartal berturut-turut.

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

SekuritasNilai% dari portofolioRentetan
DFCF $17.474.053 8,27% naik ×4
FLDR $6.289.376 2,98% naik ×4
VUG $4.030.322 1,91% naik ×4
VTV $2.770.101 1,31% naik ×4
SUB $1.441.753 0,68% naik ×5
SUSC $1.349.703 0,64% naik ×3
EAGG $1.043.636 0,49% naik ×3
VB $652.256 0,31% naik ×6
VMBS $546.128 0,26% naik ×4

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
TOPT $647.964 19.683 0,31%
FVAL $406.662 5.218 0,19%
FBCG $327.009 5.265 0,15%
CORO $269.669 7.368 0,13%
NVDA $258.716 1.293 0,12%
IALT $202.044 7.203 0,10%
SCHP $201.427 7.601 0,10%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
DFAC Beli lebih banyak +16K +$4.5M
CRWD Dipangkas -1K +$2.0M
DUHP Beli lebih banyak +7K +$1.6M
DFSV Beli lebih banyak +6K +$1.3M
IVV Beli lebih banyak +862 +$1.1M
DFEM Dipangkas -6K +$723K
DFIC Beli lebih banyak +3K +$641K
VUG Beli lebih banyak +39K +$593K
AAPL Beli lebih banyak +245 +$538K
DFAU Dipangkas -182 +$324K

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
IAU 31 Maret 2026 16.797 $1.363.412 -11,7%
MBB 31 Maret 2026 13.610 $1.295.921
MRSH 31 Maret 2026 6.703 $1.243.541 -1,7%
BINC 31 Maret 2026 18.162 $958.393
ITA 31 Maret 2026 4.253 $913.077 -5,4%
QQQ 31 Maret 2026 1.097 $673.975 29,0%
SPMO 30 Juni 2026 5.203 $583.308
DFNM 31 Maret 2026 9.543 $459.686
HEFA 30 Juni 2025 12.532 $454.786
MSFT 31 Maret 2026 788 $381.239 41,9%
BND 30 Sep. 2025 5.166 $380.408
VGT 31 Maret 2026 496 $374.038 48,1%
DMXF 31 Des. 2025 4.886 $370.066 13,4%
IVLU 31 Maret 2026 7.857 $298.959
TLT 31 Maret 2026 2.895 $252.353
HON 31 Des. 2025 1.195 $251.548 9,8%
ILCV 30 Juni 2025 3.003 $244.594 27,5%
NVDA 31 Maret 2026 1.273 $237.467 37,0%
DFGP 31 Des. 2025 4.196 $233.198
CEG 31 Maret 2026 613 $216.555 -4,2%
GOVT 30 Juni 2026 9.380 $214.896
EMXC 30 Sep. 2025 3.399 $214.617
XOM 30 Juni 2026 1.213 $205.798 20,0%
HIMU 31 Des. 2025 4.134 $203.351
IEV 31 Des. 2025 3.089 $202.268 3,4%