Rincian sektor

04
Technology 14,5%
Financials 6,9%
Communication Services 6,3%
Healthcare 5,9%
Industrials 5,7%
Retail 3,5%
Consumer Staples 1,8%
Energy 1,8%
Consumer Discretionary 1,5%
Utilities 0,8%
Consumer products 0,7%
Real Estate 0,6%
Lainnya/Tidak terpetakan 50,1%

Portofolio lengkap 236 posisi

05
Tipe Rentetan Tren 8 kuartal
IVV iShares Trust $11.442.291 6,13% 15.279 $4.916.183
AAPL Apple Inc. - Common Stock $4.602.685 2,47% 15.906 $1.696.589
NVDA NVIDIA Corporation - Common Stock $4.523.267 2,43% 22.606 $1.411.700
MSFT Microsoft Corporation - Common Stock $4.282.062 2,30% 11.479 $326.042
GOOGL Alphabet Inc. - Class A Common Stock $3.829.950 2,05% 10.717 $987.693
AMZN Amazon.com, Inc. - Common Stock $3.614.426 1,94% 15.165 $1.015.854
IWY iShares Trust $3.508.946 1,88% 12.074 $667.542
AVGO Broadcom Inc. - Common Stock $2.973.791 1,59% 7.872 $1.096.539
DYNF BlackRock ETF Trust $2.649.602 1,42% 38.959 $130.487
IVW iShares Trust $2.633.424 1,41% 19.148 $468.239
JPME J.P. Morgan Exchange-Traded Fund Trust $2.523.914 1,35% 20.319 $819.582
JPM JP Morgan Chase & Co. Common Stock $2.394.442 1,28% 7.315 $445.003
VTI VANGUARD INDEX FUNDS $2.314.785 1,24% 6.255 $929.114
META Meta Platforms, Inc. - Class A Common Stock $2.173.903 1,17% 3.859 $345.410
CGUS Capital Group Core Equity ETF $2.129.346 1,14% 47.872 $300.166
IVE iShares Trust $2.082.822 1,12% 9.173 $-432.116
JPSE J.P. Morgan Exchange-Traded Fund Trust $2.070.157 1,11% 34.408 $721.414
FAD First Trust Multi Cap Growth AlphaDEX Fund $1.965.298 1,05% 9.828 $625.969
IUS Invesco RAFI Strategic US ETF $1.905.689 1,02% 29.059 $317.945
CAT Caterpillar, Inc. Common Stock $1.830.563 0,98% 1.719 $1.059.480
GOOG Alphabet Inc. - Class C Capital Stock $1.815.057 0,97% 5.137 $474.190
IEMG iShares, Inc. $1.768.717 0,95% 21.351 $-295.206
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $1.552.091 0,83% 35.978 $388.504
CSCO Cisco Systems, Inc. - Common Stock $1.543.563 0,83% 13.141 $632.139
BDYN iShares Dynamic Equity Active ETF $1.532.834 0,82% 55.257 $304.666
RSP Invesco Exchange-Traded Fund Trust $1.511.731 0,81% 7.105 $444.550
CGGE Capital Group Global Equity ETF $1.379.998 0,74% 39.160 $205.291
EFG iShares Trust $1.338.760 0,72% 10.760 Naik ×1
CGGR Capital Group Growth ETF $1.326.462 0,71% 28.103 $169.175
BAI iShares A.I. Innovation and Tech Active ETF $1.260.324 0,68% 23.906 $396.089
ABBV AbbVie Inc. Common Stock $1.251.674 0,67% 4.974 $382.722
SPDW SPDR INDEX SHARES FUNDS $1.247.051 0,67% 24.748 $378.436
EFA iShares Trust $1.238.250 0,66% 11.920 $258.840
JNJ Johnson & Johnson Common Stock $1.234.307 0,66% 4.860 $239.494
MTUM iShares Trust $1.218.761 0,65% 3.555 $384.728
WMT Walmart Inc. - Common Stock $1.214.605 0,65% 10.724 $127.912
HD Home Depot, Inc. (The) Common Stock $1.213.233 0,65% 3.440 $157.186
VIOG VANGUARD ADMIRAL FUNDS $1.197.903 0,64% 7.808 $385.413
PM Philip Morris International Inc Common Stock $1.194.006 0,64% 6.600 $476.376
LLY Eli Lilly and Company Common Stock $1.170.655 0,63% 976 $314.132
CGGO Capital Group Global Growth Equity ETF $1.147.693 0,62% 27.113 $323.092
IJH iShares Trust $1.124.264 0,60% 14.580 $307.976
SCHG SCHWAB STRATEGIC TRUST $1.120.578 0,60% 33.114 $17.402
IUSB iShares Core Universal USD Bond ETF $1.110.554 0,60% 24.064 $313.277
AMAT Applied Materials, Inc. - Common Stock $1.097.514 0,59% 1.518 $732.331
XOM Exxon Mobil Corporation Common Stock $1.064.775 0,57% 7.788 $200.252
CGBL Capital Group Core Balanced ETF $1.052.821 0,56% 27.735 $267.400
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1.024.865 0,55% 2.146 $506.733
EFV iShares Trust $1.023.473 0,55% 13.370 $-773.060
ZECP Zacks Trust $1.011.055 0,54% 26.790 $240.391
PG Procter & Gamble Company (The) Common Stock $990.866 0,53% 6.757 $165.967
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $988.785 0,53% 6.300 $229.177
BLK BlackRock, Inc. Common Stock $987.522 0,53% 1.027 $-11.105
PANW Palo Alto Networks, Inc. - Common Stock $952.809 0,51% 2.794 $478.862
TSLA Tesla, Inc. - Common Stock $936.677 0,50% 2.227 $52.977
BLCR iShares Large Cap Core Active ETF $914.417 0,49% 18.154 Naik ×1
VOO VANGUARD INDEX FUNDS $880.571 0,47% 1.282 $124.879
VO VANGUARD INDEX FUNDS $874.990 0,47% 10.860 $97.491
BAC Bank of America Corporation Common Stock $865.868 0,46% 15.196 $196.738
CVX Chevron Corporation Common Stock $826.148 0,44% 4.984 $99.305
GE GE Aerospace Common Stock $823.701 0,44% 2.204 $284.340
THRO iShares U.S. Thematic Rotation Active ETF $823.358 0,44% 19.099 $-121.323
IJR iShares Trust $822.379 0,44% 5.545 $289.982
JADE J.P. Morgan Exchange-Traded Fund Trust $814.801 0,44% 10.169 $335.298
ASML ASML Holding N.V. - New York Registry Shares $813.681 0,44% 409 $415.693
DFSV Dimensional ETF Trust $804.117 0,43% 20.730 $151.974
AGG iShares Trust $797.184 0,43% 8.054 $429.326
MU Micron Technology, Inc. - Common Stock $781.455 0,42% 677 Naik ×1
IDEF iShares Defense Industrials Active ETF $759.383 0,41% 23.895 Naik ×1
CORO iShares International Country Rotation Active ETF $758.498 0,41% 20.724 Naik ×1
RTX RTX Corporation Common Stock $747.741 0,40% 3.941 $76.492
V Visa Inc. $746.295 0,40% 2.175 $126.566
UNH UnitedHealth Group Incorporated Common Stock (DE) $740.653 0,40% 1.782 $295.995
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $737.234 0,40% 35.461 Naik ×1
CGDG Capital Group Dividend Growers ETF $734.221 0,39% 19.574 $199.870
CGMM Capital Group Equity ETF Trust I $731.538 0,39% 22.188 $165.351
XLK SELECT SECTOR SPDR TRUST $727.405 0,39% 3.818 $56.361
URI United Rentals, Inc. Common Stock $727.323 0,39% 642 $380.932
DFAC Dimensional ETF Trust $717.700 0,38% 16.179 $111.894
SMIZ Zacks Trust $701.248 0,38% 15.716 $314.666
AMD Advanced Micro Devices, Inc. - Common Stock $697.092 0,37% 1.200 $437.102
BND Vanguard Total Bond Market ETF $696.661 0,37% 9.490 $-12.707
MRK Merck & Company, Inc. Common Stock (new) $674.625 0,36% 5.250 $211.797
VZ Verizon Communications Inc. Common Stock $657.032 0,35% 15.518 $138.498
VEA VANGUARD TAX-MANAGED FUNDS $655.999 0,35% 9.207 $272.683
DFIV Dimensional ETF Trust $654.722 0,35% 12.120 $242.348
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $648.729 0,35% 1.306 $237.078
OMFL Invesco Exchange-Traded Self-Indexed Fund Trust $643.317 0,34% 9.386 $161.062
GROZ Zacks Trust $636.617 0,34% 20.032 $242.750
CGNG Capital Group New Geography Equity ETF $636.183 0,34% 16.983 $336.201
PH Parker-Hannifin Corporation Common Stock $634.800 0,34% 649 $130.277
COP ConocoPhillips Common Stock $631.557 0,34% 6.075 $170.060
PLD Prologis, Inc. Common Stock $625.329 0,34% 4.616 $171.242
SPEM SPDR INDEX SHARES FUNDS $624.778 0,33% 12.066 $173.530
IXUS iShares Core MSCI Total International Stock ETF $618.568 0,33% 6.481 Naik ×1
CGXU Capital Group International Focus Equity ETF $610.039 0,33% 17.621 $221.634
TMO Thermo Fisher Scientific Inc Common Stock $600.670 0,32% 1.198 $59.464
KLAC KLA Corporation - Common Stock $597.386 0,32% 1.980 Naik ×1
MCD McDonald's Corporation Common Stock $583.329 0,31% 2.158 $68.648
TOTL SSGA Active Trust $577.485 0,31% 14.631 $94.887

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
EFG $1.338.760 10.760 0,72%
BLCR $914.417 18.154 0,49%
MU $781.455 677 0,42%
IDEF $759.383 23.895 0,41%
CORO $758.498 20.724 0,41%
ACYN $737.234 35.461 0,40%
IXUS $618.568 6.481 0,33%
KLAC $597.386 1.980 0,32%
SPHQ $478.611 5.312 0,26%
DELL $471.586 1.093 0,25%
Penerbit tidak dikenal (CUSIP: 09290C590) $463.764 18.103 0,25%
INTC $420.565 3.012 0,23%
AZN $385.308 2.032 0,21%
CSX $363.652 7.651 0,19%
USMV $355.262 3.683 0,19%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
IVV Beli lebih banyak +6K +$4.9M
AAPL Beli lebih banyak +5K +$1.7M
NVDA Beli lebih banyak +6K +$1.4M
AVGO Beli lebih banyak +2K +$1.1M
CAT Beli lebih banyak +373 +$1.1M
AMZN Beli lebih banyak +4K +$1.0M
GOOGL Beli lebih banyak +2K +$988K
VTI Beli lebih banyak +2K +$929K
JPME Beli lebih banyak +5K +$820K
EFV Dipangkas -12K -$773K