섹터별 비중

04
Technology 10.9%
Financials 7.0%
Healthcare 6.5%
Industrials 6.0%
Communication Services 4.9%
Utilities 4.1%
Retail 3.3%
Consumer Discretionary 2.1%
Materials 1.3%
Energy 1.1%
Consumer Staples 0.6%
Consumer products 0.5%
Real Estate 0.2%
기타/미분류 51.5%

전체 포트폴리오 118 포지션

05
유형 연속 8분기 추세
FIW First Trust Exchange-Traded Fund $5,007,344 4.30% 46,091 상승 ×1
TAXF American Century Diversified Municipal Bond ETF $4,108,276 3.53% 81,546 상승 ×1
AVEM AMERICAN CENTURY ETF TRUST $3,774,406 3.24% 49,006 상승 ×1
LBO EA Series Trust $3,482,837 2.99% 120,677 상승 ×1
ACLC AMERICAN CENTURY ETF TRUST $3,443,758 2.96% 43,954 상승 ×1
MSFT Microsoft Corporation - Common Stock $3,124,411 2.68% 6,460 상승 ×1
FICS First Trust International Developed Capital Strength ETF $3,040,083 2.61% 75,792 상승 ×1
AAPL Apple Inc. - Common Stock $2,911,932 2.50% 10,711 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $2,851,204 2.45% 9,109 상승 ×1
FYC First Trust Small Cap Growth AlphaDEX Fund $2,308,110 1.98% 24,013 상승 ×1
FSMB First Trust Exchange-Traded Fund III $2,169,631 1.86% 108,238 상승 ×1
NVDA NVIDIA Corporation - Common Stock $1,928,596 1.66% 10,341 상승 ×1
AVDV AMERICAN CENTURY ETF TRUST $1,905,303 1.64% 20,276 상승 ×1
DFIS Dimensional ETF Trust $1,857,484 1.60% 56,390 상승 ×1
SPY SPY $1,773,006 1.52% 2,600 상승 ×1
UVE UNIVERSAL INSURANCE HOLDINGS INC Common Stock $1,745,297 1.50% 51,636 상승 ×1
COWZ Pacer Funds Trust $1,677,317 1.44% 27,876 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $1,668,785 1.43% 5,179 상승 ×1
HFND Tidal Trust I $1,668,024 1.43% 73,970 상승 ×1
RUNN Running Oak Efficient Growth ETF $1,658,731 1.43% 49,752 상승 ×1
GLD SPDR Gold Shares $1,557,498 1.34% 3,930 상승 ×1
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,537,372 1.32% 16,837 상승 ×1
FMB First Trust Managed Municipal ETF $1,382,330 1.19% 27,033 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $1,369,630 1.18% 5,934 상승 ×1
FNY First Trust Mid Cap Growth AlphaDEX Fund $1,354,783 1.16% 14,856 상승 ×1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF $1,299,074 1.12% 15,928 상승 ×1
EWW iShares MSCI Mexico ETF $1,218,953 1.05% 17,582 상승 ×1
AHLT AMERICAN BEACON SELECT FUNDS $1,212,005 1.04% 46,018 상승 ×1
IBIT iShares Bitcoin Trust ETF $1,134,105 0.97% 22,842 상승 ×1
RTX RTX Corporation Common Stock $1,133,072 0.97% 6,178 상승 ×1
MGMT Unified Series Trust $1,097,084 0.94% 24,748 상승 ×1
TJX TJX Companies, Inc. (The) Common Stock $1,071,161 0.92% 6,973 상승 ×1
PPI Astoria Real Assets ETF $1,070,151 0.92% 57,454 상승 ×1
LLY Eli Lilly and Company Common Stock $1,052,860 0.90% 980 상승 ×1
LMT Lockheed Martin Corporation Common Stock $1,052,273 0.90% 2,176 상승 ×1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF $1,008,892 0.87% 37,139 상승 ×1
TLN Talen Energy Corporation - Common Stock $934,203 0.80% 2,492 상승 ×1
CEG Constellation Energy Corporation - Common Stock When-Issued $891,955 0.77% 2,525 상승 ×1
C Citigroup, Inc. Common Stock $872,386 0.75% 7,476 상승 ×1
GLW Corning Incorporated Common Stock $872,303 0.75% 9,962 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $839,109 0.72% 1,271 상승 ×1
GE GE Aerospace Common Stock $831,122 0.71% 2,698 상승 ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $821,437 0.71% 9,006 상승 ×1
MGNR AMERICAN BEACON SELECT FUNDS $807,388 0.69% 18,308 상승 ×1
ABBV AbbVie Inc. Common Stock $788,792 0.68% 3,452 상승 ×1
LYFT Lyft, Inc. - Class A Common Stock $779,546 0.67% 40,245 상승 ×1
T AT&T Inc. $773,587 0.66% 31,143 상승 ×1
DELL Dell Technologies Inc. Class C Common Stock $763,425 0.66% 6,065 상승 ×1
VUG Vanguard Morningstar Growth ETF $759,233 0.65% 1,556 상승 ×1
REMX VanEck ETF Trust $757,912 0.65% 10,253 상승 ×1
LVS Las Vegas Sands Corp. Common Stock $749,954 0.64% 11,522 상승 ×1
CRM Salesforce, Inc. Common Stock $743,065 0.64% 2,805 상승 ×1
VALE VALE S.A. American Depositary Shares Each Representing one common share $738,249 0.63% 56,658 상승 ×1
IEFA iShares Core MSCI EAFE ETF $734,770 0.63% 8,213 상승 ×1
ROE Astoria US Equal Weight Quality Kings ETF $727,838 0.63% 20,636 상승 ×1
IIF Morgan Stanley India Investment Fund, Inc. Common Stock $717,357 0.62% 28,717 상승 ×1
GILD Gilead Sciences, Inc. - Common Stock $715,107 0.61% 5,826 상승 ×1
HOLX Hologic, Inc. - Common Stock $685,755 0.59% 9,206 상승 ×1
VST Vistra Corp. Common Stock $682,703 0.59% 4,232 상승 ×1
DINO HF Sinclair Corporation Common Stock $672,250 0.58% 14,589 상승 ×1
LRCX Lam Research Corporation - Common Stock $669,438 0.58% 3,911 상승 ×1
KO Coca-Cola Company (The) Common Stock $664,725 0.57% 9,508 상승 ×1
AFL AFLAC Incorporated Common Stock $653,456 0.56% 5,926 상승 ×1
AZN AstraZeneca PLC - American Depositary Shares $635,918 0.55% 6,917 상승 ×1
DHR Danaher Corporation Common Stock $635,191 0.55% 2,775 상승 ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $630,481 0.54% 5,379 상승 ×1
UNM Unum Group Common Stock $630,132 0.54% 8,131 상승 ×1
IEMG iShares, Inc. $610,216 0.52% 9,078 상승 ×1
NFLX Netflix, Inc. - Common Stock $602,877 0.52% 6,430 상승 ×1
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $593,309 0.51% 9,072 상승 ×1
PANW Palo Alto Networks, Inc. - Common Stock $590,914 0.51% 3,208 상승 ×1
BRK-B (제출됨 BRKB) Berkshire Hathaway Inc. Class B $571,010 0.49% 1,136 상승 ×1
EIX Edison International Common Stock $559,167 0.48% 9,316 상승 ×1
NFG National Fuel Gas Company Common Stock $556,202 0.48% 6,947 상승 ×1
NTRA Natera, Inc. - Common Stock $554,324 0.48% 2,420 상승 ×1
COST Costco Wholesale Corporation - Common Stock $531,648 0.46% 617 상승 ×1
MCD McDonald's Corporation Common Stock $530,539 0.46% 1,736 상승 ×1
ALL Allstate Corporation (The) Common Stock $526,570 0.45% 2,530 상승 ×1
ZS Zscaler, Inc. - Common Stock $525,188 0.45% 2,335 상승 ×1
NOC Northrop Grumman Corporation Common Stock $524,093 0.45% 919 상승 ×1
CR Crane Company Common Stock $512,033 0.44% 2,776 상승 ×1
BCTK Baron Technology ETF $508,551 0.44% 20,246 상승 ×1
PH Parker-Hannifin Corporation Common Stock $506,174 0.43% 576 상승 ×1
RSG Republic Services, Inc. Common Stock $497,638 0.43% 2,348 상승 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $490,190 0.42% 558 상승 ×1
BMY Bristol-Myers Squibb Company Common Stock $483,054 0.42% 8,955 상승 ×1
MOS Mosaic Company (The) Common Stock $470,703 0.40% 19,539 상승 ×1
NEE NextEra Energy, Inc. Common Stock $463,104 0.40% 5,769 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $451,149 0.39% 4,286 상승 ×1
VO Vanguard Morningstar Mid-Cap ETF $446,375 0.38% 1,538 상승 ×1
MDT Medtronic plc. Ordinary Shares $442,544 0.38% 4,607 상승 ×1
SMCI Super Micro Computer, Inc. - Common Stock $438,962 0.38% 14,997 상승 ×1
OMC Omnicom Group Inc. Common Stock $433,677 0.37% 5,371 상승 ×1
AVGO Broadcom Inc. - Common Stock $432,620 0.37% 1,250 상승 ×1
SRAD Sportradar Group AG - Class A Ordinary Shares $430,594 0.37% 18,115 상승 ×1
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share $410,787 0.35% 3,634 상승 ×1
KGS Kodiak Gas Services, Inc. Common Stock $407,950 0.35% 10,908 상승 ×1
AMP Ameriprise Financial, Inc. Common Stock $404,476 0.35% 825 상승 ×1
CB Chubb Limited Common Stock $385,773 0.33% 1,236 상승 ×1
NKE Nike, Inc. Common Stock $380,221 0.33% 5,968 상승 ×1

가장 큰 신규 베팅

09

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권가치주식% 포트폴리오의
FIW $5,007,344 46,091 4.30%
TAXF $4,108,276 81,546 3.53%
AVEM $3,774,406 49,006 3.24%
LBO $3,482,837 120,677 2.99%
ACLC $3,443,758 43,954 2.96%
MSFT $3,124,411 6,460 2.68%
FICS $3,040,083 75,792 2.61%
AAPL $2,911,932 10,711 2.50%
GOOGL $2,851,204 9,109 2.45%
FYC $2,308,110 24,013 1.98%
FSMB $2,169,631 108,238 1.86%
NVDA $1,928,596 10,341 1.66%
AVDV $1,905,303 20,276 1.64%
DFIS $1,857,484 56,390 1.60%
SPY $1,773,006 2,600 1.52%