섹터별 비중

04
Technology 5.6%
Financials 2.1%
Healthcare 2.0%
Consumer products 1.6%
Retail 1.0%
Industrials 0.8%
Energy 0.6%
Consumer Discretionary 0.5%
Communication Services 0.5%
Consumer Staples 0.5%
Materials 0.1%
기타/미분류 84.7%

전체 포트폴리오 115 포지션

05
유형 연속 8분기 추세
VTI VANGUARD INDEX FUNDS $15,200,997 8.19% 55,309 $-628,670 상승 ×1
SPYG SPDR SERIES TRUST $12,738,628 6.87% 158,500 $-637,876 상승 ×1
SCHX SCHWAB STRATEGIC TRUST $11,505,569 6.20% 521,086 상승 ×1
SPY SPY $11,056,577 5.96% 19,765 $-14,208,027 하락 ×1
EFG iShares Trust $6,044,017 3.26% 60,440 $-1,710,697 하락 ×1
DFIV Dimensional ETF Trust $6,032,183 3.25% 153,257 $51,487 하락 ×1
IEFA iShares Trust $6,009,206 3.24% 79,434 $3,371,080 상승 ×1
VYM VANGUARD WHITEHALL FUNDS $5,990,242 3.23% 46,450 $832,151 상승 ×1
VOOV VANGUARD ADMIRAL FUNDS $5,747,019 3.10% 31,202 $-240,306 하락 ×1
QEFA SPDR INDEX SHARES FUNDS $5,121,098 2.76% 64,860 $52,651 하락 ×1
MSFT Microsoft Corporation - Common Stock $4,662,377 2.51% 12,420 $-514,965 하락 ×1
JAAA Janus Detroit Street Trust $4,291,613 2.31% 84,630 $-45,596 하락 ×1
COWZ Pacer Funds Trust $4,023,796 2.17% 73,481 $-161,355 상승 ×1
AAPL Apple Inc. - Common Stock $3,739,766 2.02% 16,836 $-194,447 상승 ×1
EFA iShares Trust $3,389,843 1.83% 41,476 $80,133 하락 ×1
VB VANGUARD INDEX FUNDS $3,034,162 1.64% 13,683 $-464,501 하락 ×1
PG Procter & Gamble Company (The) Common Stock $2,915,312 1.57% 17,107 $639,209 상승 ×1
VO VANGUARD INDEX FUNDS $2,823,080 1.52% 10,916 $-287,422 하락 ×1
IVE iShares Trust $2,651,578 1.43% 13,913 $-117,652 하락 ×1
IVV iShares Trust $2,472,862 1.33% 4,401 $-76,987 상승 ×1
CALF Pacer Funds Trust $2,382,425 1.28% 63,531 $-204,311 상승 ×1
HDV iShares Trust $2,336,232 1.26% 19,289 $151,004 상승 ×1
EMXC iShares MSCI Emerging Markets ex China ETF $2,322,018 1.25% 42,150 $35,572 상승 ×1
IYW iShares Trust $2,319,216 1.25% 16,514 $-235,723 상승 ×1
IVW iShares Trust $2,251,587 1.21% 24,255 $-317,352 하락 ×1
LLY Eli Lilly and Company Common Stock $2,094,988 1.13% 2,537 $-10,963 하락 ×1
IWO iShares Trust $2,056,798 1.11% 8,049 $-201,227 상승 ×1
VTV VANGUARD INDEX FUNDS $1,895,055 1.02% 10,971 $196,931 상승 ×1
IJH iShares Trust $1,624,043 0.88% 27,833 $-166,005 상승 ×1
IJR iShares Trust $1,606,387 0.87% 15,362 $-123,730 상승 ×1
VUG VANGUARD INDEX FUNDS $1,523,125 0.82% 4,107 $-82,180 상승 ×1
BUFR First Trust Exchange-Traded Fund VIII $1,513,210 0.82% 50,967 $307,004 상승 ×1
IXUS iShares Core MSCI Total International Stock ETF $1,493,654 0.81% 21,396 $-123,167 하락 ×1
NVDA NVIDIA Corporation - Common Stock $1,402,635 0.76% 12,942 $-176,927 하락 ×1
GCOW Pacer Funds Trust $1,278,237 0.69% 34,566 $157,661 상승 ×1
SCHZ SCHWAB STRATEGIC TRUST $1,251,126 0.67% 54,021 상승 ×1
DFAC Dimensional ETF Trust $1,182,611 0.64% 35,848 $-8,841 상승 ×1
SLYG SPDR SERIES TRUST $1,172,030 0.63% 14,121 $-148,598 상승 ×1
VEU VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $1,156,908 0.62% 19,072 $4,656 하락 ×1
ONEQ Fidelity Nasdaq Composite Index ETF $954,449 0.51% 14,023 $-109,078 상승 ×1
VOO VANGUARD INDEX FUNDS $909,756 0.49% 1,770 $80,064 상승 ×1
V Visa Inc. $896,593 0.48% 2,558 $15,100 하락 ×1
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $872,788 0.47% 2,079 $-53,449 하락 ×1
ADP Automatic Data Processing, Inc. - Common Stock $865,007 0.47% 2,831 $3,801 하락 ×1
QQQ Invesco QQQ Trust, Series 1 $858,850 0.46% 1,832 $-88,866 상승 ×1
IEMG iShares, Inc. $803,974 0.43% 14,897 $-12,287 하락 ×1
TLH iShares Trust $743,633 0.40% 7,168 $431,551 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $690,263 0.37% 3,628 $-150,173 상승 ×1
JNJ Johnson & Johnson Common Stock $660,934 0.36% 3,985 $67,168 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $647,518 0.35% 2,640 $-71,705 하락 ×1
VBK VANGUARD INDEX FUNDS $634,126 0.34% 2,519 $-84,156 상승 ×1
LQD iShares Trust $620,187 0.33% 5,706 $-7,858 하락 ×1
SCHD SCHWAB STRATEGIC TRUST $611,622 0.33% 21,875 $190,192 상승 ×1
DIVO Amplify ETF Trust $585,466 0.32% 14,360 $-19,029 상승 ×1
MGK VANGUARD WORLD FUND $569,828 0.31% 1,845 $-72,414
IAU iShares Gold Trust Shares $568,787 0.31% 9,647 $215,245 상승 ×1
VBR VANGUARD INDEX FUNDS $568,419 0.31% 3,051 $-63,599 하락 ×1
VOT VANGUARD INDEX FUNDS $555,992 0.30% 2,273 $-85,412 하락 ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund $526,118 0.28% 6,588 $-22,662
DGRO iShares Trust $525,853 0.28% 8,512 $46,631 상승 ×1
BUFQ First Trust Exchange-Traded Fund VIII $512,995 0.28% 17,180 $76,056 상승 ×1
XT iShares Future Exponential Technologies ETF $511,288 0.28% 8,883 $-51,858 하락 ×1
PKW Invesco BuyBack Achievers ETF $506,968 0.27% 4,500 $-48,130 하락 ×1
QQQM Invesco NASDAQ 100 ETF $492,203 0.27% 2,550 $-131,124 하락 ×1
RSP Invesco Exchange-Traded Fund Trust $491,106 0.26% 2,835 $-32,417 하락 ×1
AMGN Amgen Inc. - Common Stock $487,077 0.26% 1,563 $59,253 상승 ×1
CVX Chevron Corporation Common Stock $476,985 0.26% 2,851 $54,595 상승 ×1
AOA iShares Trust $473,685 0.26% 6,192 $-2,051 상승 ×1
XOM Exxon Mobil Corporation Common Stock $471,030 0.25% 3,961 $30,614 하락 ×1
HIG The Hartford Insurance Group, Inc. Common Stock $467,629 0.25% 3,779 $45,365 하락 ×1
TSLA Tesla, Inc. - Common Stock $442,127 0.24% 1,706 $-163,155 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $431,841 0.23% 4,811 $-26,789 상승 ×1
DFGP Dimensional Global Core Plus Fixed Income ETF $412,921 0.22% 7,728 $16,774 상승 ×1
LOW Lowe's Companies, Inc. Common Stock $409,516 0.22% 1,756 $-33,783 상승 ×1
UNM Unum Group Common Stock $408,341 0.22% 5,013 $16,240 하락 ×1
VZ Verizon Communications Inc. Common Stock $405,886 0.22% 8,948 $66,622 상승 ×1
IJS iShares Trust $399,662 0.22% 4,100 $-51,840 상승 ×1
EEM iShares, Inc. $383,782 0.21% 8,782 $28,119 상승 ×1
VIG VANGUARD SPECIALIZED FUNDS $378,287 0.20% 1,950 $-15,384 상승 ×1
VOOG VANGUARD ADMIRAL FUNDS $376,740 0.20% 1,126 $-45,705 상승 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $365,848 0.20% 670 $-87,066 하락 ×1
JEPI J.P. Morgan Exchange-Traded Fund Trust $363,902 0.20% 6,369 $868 상승 ×1
MO Altria Group, Inc. $357,888 0.19% 5,963 $46,450
KR Kroger Company (The) Common Stock $355,874 0.19% 5,257 $27,244 하락 ×1
IOO iShares Trust $352,036 0.19% 3,656 $-21,680
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $348,611 0.19% 653 $-13,161 상승 ×1
PEP PepsiCo, Inc. - Common Stock $332,991 0.18% 2,221 $16,618 상승 ×1
HD Home Depot, Inc. (The) Common Stock $329,206 0.18% 898 $-12,941 상승 ×1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF $327,953 0.18% 10,651 $90,353 상승 ×1
MCD McDonald's Corporation Common Stock $326,489 0.18% 1,045 $56,708 상승 ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS $323,058 0.17% 6,511 $-44,919 하락 ×1
SNA Snap-On Incorporated Common Stock $314,450 0.17% 933 $-21,320 하락 ×1
MS Morgan Stanley Common Stock $312,723 0.17% 2,680 $-87,265 하락 ×1
TXN Texas Instruments Incorporated - Common Stock $305,046 0.16% 1,698 $-1,331 상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock $302,200 0.16% 1,934 $-89,284 상승 ×1
IFRA iShares Trust $294,159 0.16% 6,527 $-685,951 하락 ×1
SPEM SPDR INDEX SHARES FUNDS $286,858 0.15% 7,286 $-48,662 하락 ×1
BLK BlackRock, Inc. Common Stock $285,372 0.15% 302 $-157,651 하락 ×1
AVGO Broadcom Inc. - Common Stock $281,667 0.15% 1,682 $-54,529 상승 ×1
GLD SPDR Gold Shares $279,496 0.15% 970 $71,614 상승 ×1

가장 큰 신규 베팅

09

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권가치주식% 포트폴리오의
SCHX $11,505,569 521,086 6.20%
SCHZ $1,251,126 54,021 0.67%
HSY $241,405 1,411 0.13%

상위 변동 (분기별)

10
증권거래주식 Δ가치 Δ
SPY 축소함 -22K -$14.2M
IEFA 추가 매수 +44K +$3.4M
EFG 축소함 -16K -$1.7M
VYM 추가 매수 +7K +$832K
IFRA 축소함 -14K -$686K
PG 추가 매수 +3K +$639K
SPYG 추가 매수 +10K -$638K
VTI 추가 매수 +2K -$629K
MSFT 축소함 -54 -$515K
VB 축소함 -332 -$465K