섹터별 비중

04
Technology 25.2%
Industrials 14.5%
Financials 13.1%
Health Care 11.5%
Communication Services 8.1%
Retail 5.8%
Consumer Discretionary 4.1%
Energy 1.9%
Materials 1.4%
Consumer Staples 1.2%
Utilities 1.1%
Consumer products 1.0%
Real Estate 0.8%
기타/미분류 10.3%

전체 포트폴리오 248 포지션

05
유형 연속 8분기 추세
AAPL Apple Inc. - Common Stock $12,646,742 4.69% 61,640 상승 ×1
MSFT Microsoft Corporation - Common Stock $10,844,962 4.02% 21,802 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $8,828,692 3.27% 40,242 상승 ×1
NVDA NVIDIA Corporation - Common Stock $7,521,908 2.79% 47,610 상승 ×1
ORCL Oracle Corporation Common Stock $5,892,654 2.19% 26,952 상승 ×1
V Visa Inc. $5,348,916 1.98% 15,066 상승 ×1
NFLX Netflix, Inc. - Common Stock $4,569,112 1.69% 3,412 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $4,240,782 1.57% 5,746 상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock $4,098,822 1.52% 23,106 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $3,590,078 1.33% 20,372 상승 ×1
MA Mastercard Incorporated Common Stock $3,395,302 1.26% 6,042 상승 ×1
TSLA Tesla, Inc. - Common Stock $3,297,946 1.22% 10,382 상승 ×1
VOO VANGUARD INDEX FUNDS $3,040,384 1.13% 5,352 상승 ×1
ABT Abbott Laboratories Common Stock $2,934,174 1.09% 21,574 상승 ×1
BA Boeing Company (The) Common Stock $2,908,694 1.08% 13,882 상승 ×1
LLY Eli Lilly and Company Common Stock $2,903,716 1.08% 3,724 상승 ×1
MSCI MSCI Inc. Common Stock $2,801,926 1.04% 4,858 상승 ×1
AME AMETEK, Inc. $2,331,532 0.86% 12,884 상승 ×1
ADBE Adobe Inc. - Common Stock $2,329,790 0.86% 6,022 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $2,311,284 0.86% 7,972 상승 ×1
ZTS Zoetis Inc. Class A Common Stock $2,291,612 0.85% 14,694 상승 ×1
NOW ServiceNow, Inc. Common Stock $2,169,250 0.80% 2,110 상승 ×1
QCOM QUALCOMM Incorporated - Common Stock $1,999,318 0.74% 12,554 상승 ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund $1,929,168 0.72% 23,038 상승 ×1
AON Aon plc Class A Ordinary Shares (Ireland) $1,910,806 0.71% 5,356 상승 ×1
SBUX Starbucks Corporation - Common Stock $1,899,688 0.70% 20,732 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $1,887,790 0.70% 6,316 상승 ×1
SHYG iShares Trust $1,862,675 0.69% 43,177 상승 ×1
WAB Westinghouse Air Brake Technologies Corporation Common Stock $1,860,086 0.69% 8,886 상승 ×1
PM Philip Morris International Inc Common Stock $1,849,034 0.69% 10,152 상승 ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1,841,448 0.68% 15,964 상승 ×1
MPWR Monolithic Power Systems, Inc. - Common Stock $1,805,088 0.67% 2,468 상승 ×1
SPYG SPDR SERIES TRUST $1,779,896 0.66% 18,672 상승 ×1
VZ Verizon Communications Inc. Common Stock $1,771,284 0.66% 40,936 상승 ×1
TMO Thermo Fisher Scientific Inc Common Stock $1,755,658 0.65% 4,330 상승 ×1
AMAT Applied Materials, Inc. - Common Stock $1,746,548 0.65% 9,540 상승 ×1
USHY iShares Trust $1,719,330 0.64% 45,836 상승 ×1
ABNB Airbnb, Inc. - Class A Common Stock $1,666,690 0.62% 12,594 상승 ×1
EFX Equifax, Inc. Common Stock $1,652,754 0.61% 6,372 상승 ×1
RTX RTX Corporation Common Stock $1,591,186 0.59% 10,898 상승 ×1
BRK-B (제출됨 BRKB) Berkshire Hathaway Inc. Class B $1,585,552 0.59% 3,264 상승 ×1
WDAY Workday, Inc. - Class A Common Stock $1,567,200 0.58% 6,530 상승 ×1
GLW Corning Incorporated Common Stock $1,534,398 0.57% 29,176 상승 ×1
BAC Bank of America Corporation Common Stock $1,527,086 0.57% 32,272 상승 ×1
FCX Freeport-McMoRan, Inc. Common Stock $1,505,992 0.56% 34,740 상승 ×1
SPY SPY $1,478,545 0.55% 2,393 상승 ×1
PNR Pentair plc. Ordinary Share $1,451,060 0.54% 14,134 상승 ×1
BR Broadridge Financial Solutions, Inc. Common Stock $1,445,754 0.54% 5,948 상승 ×1
C Citigroup, Inc. Common Stock $1,438,460 0.53% 16,900 상승 ×1
AVGO Broadcom Inc. - Common Stock $1,419,598 0.53% 5,150 상승 ×1
SCHM SCHWAB STRATEGIC TRUST $1,405,640 0.52% 50,112 상승 ×1
LOW Lowe's Companies, Inc. Common Stock $1,383,594 0.51% 6,236 상승 ×1
CVS CVS Health Corporation Common Stock $1,380,584 0.51% 20,014 상승 ×1
VRSK Verisk Analytics, Inc. - Common Stock $1,361,912 0.51% 4,372 상승 ×1
MS Morgan Stanley Common Stock $1,351,672 0.50% 9,596 상승 ×1
AMT American Tower Corporation (REIT) Common Stock $1,346,682 0.50% 6,094 상승 ×1
COO The Cooper Companies, Inc. - Common Stock $1,314,752 0.49% 18,476 상승 ×1
IDXX IDEXX Laboratories, Inc. - Common Stock $1,312,960 0.49% 2,448 상승 ×1
RMBS Rambus, Inc. - Common Stock $1,303,574 0.48% 20,362 상승 ×1
WST West Pharmaceutical Services, Inc. Common Stock $1,292,248 0.48% 5,906 상승 ×1
GOVT iShares Trust $1,289,063 0.48% 56,095 상승 ×1
CAT Caterpillar, Inc. Common Stock $1,277,298 0.47% 3,290 상승 ×1
THC Tenet Healthcare Corporation Common Stock $1,276,000 0.47% 7,250 상승 ×1
CVX Chevron Corporation Common Stock $1,274,638 0.47% 8,902 상승 ×1
AIG American International Group, Inc. New Common Stock $1,257,454 0.47% 14,692 상승 ×1
WFC Wells Fargo & Company Common Stock $1,247,938 0.46% 15,576 상승 ×1
ODFL Old Dominion Freight Line, Inc. - Common Stock $1,199,416 0.44% 7,390 상승 ×1
POOL Pool Corporation - Common Stock $1,197,474 0.44% 4,108 상승 ×1
HEI-A (제출됨 HEIA) HEICO Corporation Class A $1,184,820 0.44% 4,579 상승 ×1
ALGN Align Technology, Inc. - Common Stock $1,183,692 0.44% 6,252 상승 ×1
BRO Brown & Brown, Inc. Common Stock $1,181,460 0.44% 10,656 상승 ×1
ACIW ACI Worldwide, Inc. - Common Stock $1,175,388 0.44% 25,602 상승 ×1
SPDW SPDR INDEX SHARES FUNDS $1,169,488 0.43% 28,884 상승 ×1
EPAM EPAM Systems, Inc. Common Stock $1,168,428 0.43% 6,608 상승 ×1
LII Lennox International, Inc. Common Stock $1,141,928 0.42% 1,992 상승 ×1
DPZ Domino's Pizza Inc - Common Stock $1,136,484 0.42% 2,522 상승 ×1
SPMB SPDR SERIES TRUST $1,113,287 0.41% 50,375 상승 ×1
WMB Williams Companies, Inc. (The) Common Stock $1,093,902 0.41% 17,416 상승 ×1
HLI Houlihan Lokey, Inc. Class A Common Stock $1,074,904 0.40% 5,973 상승 ×1
PAYC Paycom Software, Inc. Common Stock $1,070,948 0.40% 4,628 상승 ×1
CI The Cigna Group Common Stock $1,062,600 0.39% 3,214 상승 ×1
MPC Marathon Petroleum Corporation Common Stock $1,050,934 0.39% 6,326 상승 ×1
ROST Ross Stores, Inc. - Common Stock $1,045,962 0.39% 8,198 상승 ×1
AES The AES Corporation Common Stock $1,028,008 0.38% 97,720 상승 ×1
OLED Universal Display Corporation - Common Stock $1,013,302 0.38% 6,560 상승 ×1
STRL Sterling Infrastructure, Inc. - Common Stock $1,011,751 0.38% 4,385 상승 ×1
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock $1,008,381 0.37% 7,652 상승 ×1
PCG Pacific Gas & Electric Co. Common Stock $1,001,638 0.37% 71,854 상승 ×1
AVAV AeroVironment, Inc. - Common Stock $981,368 0.36% 3,444 상승 ×1
MET MetLife, Inc. Common Stock $957,954 0.36% 11,912 상승 ×1
BMY Bristol-Myers Squibb Company Common Stock $956,262 0.35% 20,658 상승 ×1
CVLT Commvault Systems, Inc. - Common Stock $936,675 0.35% 5,373 상승 ×1
TDY Teledyne Technologies Incorporated Common Stock $935,478 0.35% 1,826 상승 ×1
BMI Badger Meter, Inc. Common Stock $933,517 0.35% 3,811 상승 ×1
CSGP CoStar Group, Inc. - Common Stock $912,540 0.34% 11,350 상승 ×1
SPYV SPDR SERIES TRUST $910,836 0.34% 17,402 상승 ×1
CNC Centene Corporation Common Stock $903,654 0.34% 16,648 상승 ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $890,230 0.33% 10,736 상승 ×1
SCHV SCHWAB STRATEGIC TRUST $877,998 0.33% 31,732 상승 ×1
SPTL SPDR SERIES TRUST $864,568 0.32% 32,527 상승 ×1

가장 큰 신규 베팅

09

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권가치주식% 포트폴리오의
AAPL $12,646,742 61,640 4.69%
MSFT $10,844,962 21,802 4.02%
AMZN $8,828,692 40,242 3.27%
NVDA $7,521,908 47,610 2.79%
ORCL $5,892,654 26,952 2.19%
V $5,348,916 15,066 1.98%
NFLX $4,569,112 3,412 1.69%
META $4,240,782 5,746 1.57%
GOOG $4,098,822 23,106 1.52%
GOOGL $3,590,078 20,372 1.33%
MA $3,395,302 6,042 1.26%
TSLA $3,297,946 10,382 1.22%
VOO $3,040,384 5,352 1.13%
ABT $2,934,174 21,574 1.09%
BA $2,908,694 13,882 1.08%