섹터별 비중

04
Technology 0.6%
Consumer Staples 0.5%
Financials 0.2%
Real Estate 0.2%
Healthcare 0.2%
기타/미분류 98.2%

전체 포트폴리오 34 포지션

05
유형 연속 8분기 추세
VTI VANGUARD INDEX FUNDS $30,529,560 24.99% 111,082 $104,212 상승 ×1
BND Vanguard Total Bond Market ETF $16,624,902 13.61% 226,343 $1,273,120 상승 ×1
QQQ Invesco QQQ Trust, Series 1 $13,059,063 10.69% 27,849 $-477,403 상승 ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $12,834,509 10.51% 156,979 $876,119 상승 ×1
FBND Fidelity Merrimack Street Trust $12,254,852 10.03% 268,452 $938,552 상승 ×1
VOE VANGUARD INDEX FUNDS $7,281,094 5.96% 45,353 $481,656 상승 ×1
TLT iShares 20+ Year Treasury Bond ETF $7,037,575 5.76% 77,310 $372,215 상승 ×1
SCHC SCHWAB STRATEGIC TRUST $4,394,993 3.60% 122,492 $502,809 상승 ×1
SCHD SCHWAB STRATEGIC TRUST $3,269,462 2.68% 116,933 $-286,118 하락 ×1
ANGL VanEck ETF Trust $3,101,130 2.54% 107,454 $292,043 상승 ×1
VOO VANGUARD INDEX FUNDS $2,238,869 1.83% 4,357 $-795,015 하락 ×1
IJR iShares Trust $2,205,316 1.81% 21,089 $54,043 상승 ×1
USMV iShares Trust $808,570 0.66% 8,633 $41,513 하락 ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS $721,029 0.59% 14,531 $-7,410
AAPL Apple Inc. - Common Stock $515,341 0.42% 2,320 $-401,948 하락 ×1
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund Common Shares $467,413 0.38% 30,996 $-1,112 하락 ×1
IEFA iShares Trust $461,389 0.38% 6,099 $33,384 상승 ×1
RWJ Invesco Exchange-Traded Fund Trust II $401,755 0.33% 9,871 $-148,967 하락 ×1
CAG ConAgra Brands, Inc. Common Stock $388,395 0.32% 14,563 $-15,728
BRK-B (제출됨 BRKB) Berkshire Hathaway Inc. Class B $303,040 0.25% 569 $45,124
VO VANGUARD INDEX FUNDS $291,207 0.24% 1,126 $-5,675 상승 ×1
IJH iShares Trust $281,657 0.23% 4,827 $-18,739 상승 ×1
MSFT Microsoft Corporation - Common Stock $276,449 0.23% 736 $-33,869
MTUM iShares Trust $268,226 0.22% 1,327 $-5,943 상승 ×1
SRLN SSGA Active Trust $257,145 0.21% 6,252 $-68,099 하락 ×1
LW Lamb Weston Holdings, Inc. Common Stock $248,911 0.20% 4,670 $-63,185
AGG iShares Trust $246,510 0.20% 2,492 $5,035
IWD iShares Trust $237,646 0.19% 1,263 $3,827
MOAT VanEck ETF Trust $222,640 0.18% 2,530 $-11,954
O Realty Income Corporation Common Stock $211,738 0.17% 3,650 상승 ×1
MRNA Moderna, Inc. - Common Stock $210,441 0.17% 7,423 상승 ×1
RSP Invesco Exchange-Traded Fund Trust $209,609 0.17% 1,210 $-9,253 하락 ×1
IEMG iShares, Inc. $206,275 0.17% 3,822 상승 ×1
HBI CUSIP: 410345102 $98,898 0.08% 17,140 $-40,622

가장 큰 신규 베팅

09

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권가치주식% 포트폴리오의
O $211,738 3,650 0.17%
MRNA $210,441 7,423 0.17%
IEMG $206,275 3,822 0.17%

상위 변동 (분기별)

10
증권거래주식 Δ가치 Δ
BND 추가 매수 +13K +$1.3M
FBND 추가 매수 +16K +$939K
VCIT 추가 매수 +8K +$876K
VOO 축소함 -1K -$795K
SCHC 추가 매수 +9K +$503K
VOE 추가 매수 +3K +$482K
QQQ 추가 매수 +1K -$477K
AAPL 축소함 -1K -$402K
TLT 추가 매수 +986 +$372K
ANGL 추가 매수 +9K +$292K