Suddivisione settoriale

04
Financials 14,7%
Technology 5,0%
Healthcare 2,0%
Communication Services 1,0%
Industrials 0,8%
Retail 0,7%
Consumer Discretionary 0,6%
Consumer products 0,3%
Energy 0,3%
Utilities 0,2%
Consumer Staples 0,1%
Materials 0,1%
Real Estate 0,0%
Altro/Non mappato 74,2%

Portafoglio completo 217 posizioni

05
Tipo Sequenza Tendenza 8 trim.
DFAI Dimensional ETF Trust $184.753.587 18,04% 5.709.320 $21.953.237 Su ×1
BRK-A (depositato come BRKA) Berkshire Hathaway Inc. Class A $128.886.940 12,58% 161 $19.258.820
VTV VANGUARD INDEX FUNDS $108.966.020 10,64% 654.529 $795.263 Su ×1
QUAL iShares Trust $72.762.437 7,10% 429.606 $-1.642.149 Su ×1
VUG VANGUARD INDEX FUNDS $71.171.897 6,95% 188.141 $-6.248.745 Giù ×1
DFAE Dimensional ETF Trust $65.484.179 6,39% 2.519.591 $2.996.413 Su ×1
AGG iShares Trust $62.456.679 6,10% 630.748 $6.525.026 Su ×1
DFLV Dimensional ETF Trust $51.595.426 5,04% 1.774.258 $524.727 Su ×1
VGIT Vanguard Intermediate-Term Treasury ETF $35.748.845 3,49% 596.112 $2.954.636 Su ×1
DFSV Dimensional ETF Trust $34.064.361 3,33% 1.283.027 $-3.576.844 Su ×1
VB VANGUARD INDEX FUNDS $26.892.837 2,63% 124.417 $-1.795.663 Su ×1
BNDX Vanguard Total International Bond ETF $17.155.446 1,67% 346.225 $865.371 Su ×1
AAPL Apple Inc. - Common Stock $15.684.907 1,53% 73.811 $-4.233.079 Giù ×1
LLY Eli Lilly and Company Common Stock $8.890.157 0,87% 9.889 $1.111.278 Giù ×1
MSFT Microsoft Corporation - Common Stock $8.560.652 0,84% 21.658 $-732.610 Giù ×1
BRK-B (depositato come BRKB) Berkshire Hathaway Inc. Class B $4.395.933 0,43% 8.244 $957.390 Su ×1
NUSC Nushares ETF Trust $4.000.752 0,39% 107.029 $-365.832 Su ×1
NVDA NVIDIA Corporation - Common Stock $3.956.802 0,39% 36.328 $-1.343.115 Giù ×1
NUEM Nushares ETF Trust $3.866.142 0,38% 131.725 $85.316 Su ×1
NULG Nushares ETF Trust $3.792.633 0,37% 47.032 $-132.130 Su ×1
AVGO Broadcom Inc. - Common Stock $3.510.016 0,34% 18.237 $-650.483 Su ×1
LRCX Lam Research Corporation - Common Stock $3.431.846 0,34% 47.884 $-30.470 Su ×1
CRM Salesforce, Inc. Common Stock $2.794.587 0,27% 10.400 $-713.715 Giù ×1
ORCL Oracle Corporation Common Stock $2.446.276 0,24% 17.384 $-369.940 Su ×1
NKE Nike, Inc. Common Stock $2.410.895 0,24% 42.746 $-725.370 Su ×1
PG Procter & Gamble Company (The) Common Stock $2.062.037 0,20% 12.602 $-50.655
GOOGL Alphabet Inc. - Class A Common Stock $1.953.832 0,19% 12.304 $-427.055 Giù ×1
AMZN Amazon.com, Inc. - Common Stock $1.820.677 0,18% 9.872 $-282.933 Su ×1
GOOG Alphabet Inc. - Class C Capital Stock $1.573.665 0,15% 9.781 $-170.194 Su ×1
XOM Exxon Mobil Corporation Common Stock $1.449.448 0,14% 13.722 $-2.493 Su ×1
V Visa Inc. $1.315.578 0,13% 3.808 $212.094 Su ×1
NFLX Netflix, Inc. - Common Stock $1.309.513 0,13% 1.157 $126.731 Giù ×1
IBM International Business Machines Corporation Common Stock $1.301.029 0,13% 5.380 $115.013 Giù ×1
COST Costco Wholesale Corporation - Common Stock $1.267.095 0,12% 1.274 $92.949 Giù ×1
ABT Abbott Laboratories Common Stock $1.254.932 0,12% 9.556 $2.432 Giù ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1.210.048 0,12% 7.259 $-234.078 Giù ×1
HD Home Depot, Inc. (The) Common Stock $1.197.447 0,12% 3.322 $63.263 Su ×1
IVV iShares Trust $1.160.195 0,11% 2.079 $98.017 Su ×1
USB U.S. Bancorp Common Stock $1.140.210 0,11% 28.265 $-530.123 Giù ×1
VCSH Vanguard Short-Term Corporate Bond ETF $1.135.061 0,11% 14.335 $-250.624 Giù ×1
STIP iShares Trust $1.134.687 0,11% 10.963 $-126.952 Giù ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1.125.617 0,11% 2.736 $57.703 Su ×1
JNJ Johnson & Johnson Common Stock $1.100.187 0,11% 7.038 $-45.798 Giù ×1
ITOT iShares Trust $1.093.034 0,11% 9.034 $-700.443 Giù ×1
VIG VANGUARD SPECIALIZED FUNDS $1.090.836 0,11% 5.710 $-40.270 Giù ×1
NUBD Nushares ETF Trust $1.072.538 0,10% 48.367 $42.388 Su ×1
VEA VANGUARD TAX-MANAGED FUNDS $1.059.621 0,10% 20.042 $98.009 Giù ×1
SAP SAP SE ADS $1.030.262 0,10% 3.526 $143.660 Giù ×1
CSCO Cisco Systems, Inc. - Common Stock $978.864 0,10% 16.956 $-74.486 Giù ×1
META Meta Platforms, Inc. - Class A Common Stock $978.434 0,10% 1.782 $-67.410 Giù ×1
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $968.499 0,09% 8.306 $528.962 Su ×1
MA Mastercard Incorporated Common Stock $943.260 0,09% 1.719 $239.762 Su ×1
SBUX Starbucks Corporation - Common Stock $933.572 0,09% 11.662 $-163.925 Giù ×1
IBN ICICI Bank Limited Common Stock $921.054 0,09% 27.445 $92.111 Giù ×1
ISTB iShares Core 1-5 Year USD Bond ETF $908.503 0,09% 18.701 $118.570 Su ×1
BANC Banc of California, Inc. Common Stock $904.416 0,09% 67.093 $-114.452 Su ×1
AXP American Express Company Common Stock $865.280 0,08% 3.238 $-212.364 Giù ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $836.549 0,08% 15.313 $134.038 Giù ×1
JPM JP Morgan Chase & Co. Common Stock $817.744 0,08% 3.343 $155.412 Su ×1
CVX Chevron Corporation Common Stock $781.665 0,08% 5.745 $-62.607 Giù ×1
MRK Merck & Company, Inc. Common Stock (new) $767.985 0,07% 9.014 $-120.246 Su ×1
QCOM QUALCOMM Incorporated - Common Stock $756.914 0,07% 5.098 $-68.554 Giù ×1
RTX RTX Corporation Common Stock $724.490 0,07% 5.744 $64.493 Su ×1
SPOT Spotify Technology S.A. Ordinary Shares $722.654 0,07% 1.177 $380.856 Su ×1
CAT Caterpillar, Inc. Common Stock $703.148 0,07% 2.263 $-31.387 Su ×1
VTI VANGUARD INDEX FUNDS $680.600 0,07% 2.495 Su ×1
AMGN Amgen Inc. - Common Stock $671.377 0,07% 2.308 $-9.544 Giù ×1
BSX Boston Scientific Corporation Common Stock $662.586 0,06% 6.441 $107.998 Su ×1
IWF iShares Trust $615.844 0,06% 1.679 $-114.391 Giù ×1
HSBC HSBC Holdings, plc. Common Stock $614.861 0,06% 10.964 $48.940 Giù ×1
NVS Novartis AG Common Stock $612.959 0,06% 5.401 $-183.523 Giù ×1
LYG Lloyds Banking Group Plc American Depositary Shares $607.997 0,06% 149.993 $198.553 Giù ×1
WMT Walmart Inc. - Common Stock $578.407 0,06% 5.948 $21.059 Giù ×1
SPYG SPDR SERIES TRUST $571.950 0,06% 6.975 $-41.153
UNP Union Pacific Corporation Common Stock $568.812 0,06% 2.638 $-118.225 Giù ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $562.881 0,05% 1.028 $-34.934 Giù ×1
VGT VANGUARD WORLD FUND $558.540 0,05% 1.017 $185.460 Su ×1
ELV Elevance Health, Inc. Common Stock $558.530 0,05% 1.328 Su ×1
PFE Pfizer, Inc. Common Stock $557.695 0,05% 22.847 $-8.561 Su ×1
SPGI S&P Global Inc. Common Stock $545.055 0,05% 1.090 $13.657 Su ×1
MS Morgan Stanley Common Stock $539.648 0,05% 4.638 $-33.512 Su ×1
SYK Stryker Corporation Common Stock $534.685 0,05% 1.430 $60.546 Su ×1
DFAC Dimensional ETF Trust $521.354 0,05% 16.156 Su ×1
HUBS HubSpot, Inc. Common Stock $519.775 0,05% 850 $-72.480
S SentinelOne, Inc. Class A Common Stock $518.999 0,05% 28.054 $-103.578 Su ×1
TJX TJX Companies, Inc. (The) Common Stock $513.305 0,05% 3.989 $127.196 Su ×1
T AT&T Inc. $512.895 0,05% 18.516 $76.447 Giù ×1
AMAT Applied Materials, Inc. - Common Stock $500.508 0,05% 3.321 $-66.258 Giù ×1
TMUS T-Mobile US, Inc. - Common Stock $492.912 0,05% 1.996 $52.335
ACN Accenture plc Class A Ordinary Shares (Ireland) $482.094 0,05% 1.605 $-60.718 Su ×1
KO Coca-Cola Company (The) Common Stock $481.654 0,05% 6.639 $30.353 Giù ×1
ABBV AbbVie Inc. Common Stock $481.251 0,05% 2.447 $-147.499 Giù ×1
ADBE Adobe Inc. - Common Stock $481.099 0,05% 1.283 $-28.949 Su ×1
SMFG Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) $478.455 0,05% 33.694 $-16.306 Giù ×1
HDB HDFC Bank Limited Common Stock $475.974 0,05% 6.548 $24.931 Giù ×1
ASML ASML Holding N.V. - New York Registry Shares $473.811 0,05% 707 $10.140 Su ×1
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $470.778 0,05% 924 $58.010 Giù ×1
IQLT iShares Trust $470.209 0,05% 11.402 $91.594 Su ×1
BND Vanguard Total Bond Market ETF $464.667 0,05% 6.322 $10.052
VZ Verizon Communications Inc. Common Stock $464.577 0,05% 10.544 $117.376 Su ×1

Le maggiori nuove scommesse

09

Nuove posizioni aperte questo trimestre, dalla più grande.

TitoloValoreAzioni% del portafoglio
VTI $680.600 2.495 0,07%
ELV $558.530 1.328 0,05%
DFAC $521.354 16.156 0,05%
VPU $328.368 1.920 0,03%
ESE $310.397 1.984 0,03%
BUD $306.609 4.659 0,03%
SONY $302.848 11.648 0,03%
XPEV $300.892 16.177 0,03%
UBER $280.376 3.461 0,03%
GSK $278.671 6.993 0,03%
BBVA $275.123 20.082 0,03%
PM $257.554 1.503 0,03%
CEG $257.291 1.151 0,03%
VOOG $255.563 750 0,02%
PAAS $251.800 10.000 0,02%

Principali variazioni (QoQ)

10
TitoloMovimentoAzioni ΔValore Δ
DFAI Acquistato di più +134K +$22.0M
BRK-A (depositato come BRKA) Solo movimento di prezzo +0 +$19.3M
AGG Acquistato di più +54K +$6.5M
VUG Ridotto -487 -$6.2M
AAPL Ridotto -6K -$4.2M
DFSV Acquistato di più +60K -$3.6M
DFAE Acquistato di più +57K +$3.0M
VGIT Acquistato di più +31K +$3.0M
VB Acquistato di più +5K -$1.8M
QUAL Acquistato di più +12K -$1.6M