섹터별 비중

04
Technology 27.6%
Financials 12.1%
Communication Services 10.2%
Healthcare 8.3%
Retail 5.5%
Industrials 4.4%
Consumer Discretionary 3.8%
Energy 2.7%
Consumer Staples 2.1%
Utilities 1.7%
Consumer products 1.5%
Materials 1.5%
Real Estate 1.4%
기타/미분류 17.3%

전체 포트폴리오 211 포지션

05
유형 연속 8분기 추세
NVDA NVIDIA Corporation - Common Stock $31,700 7.36% 169,974 상승 ×1
AAPL Apple Inc. - Common Stock $25,970 6.03% 95,526 상승 ×1
MSFT Microsoft Corporation - Common Stock $24,342 5.65% 50,332 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $21,224 4.93% 67,809 상승 ×1
USDX SGI Enhanced Core ETF $18,595 4.32% 725,794 상승 ×1
SGLC RBB Fund, Inc. $14,414 3.35% 375,567 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $13,671 3.17% 59,226 상승 ×1
AGG iShares Trust $13,663 3.17% 136,798 상승 ×1
USMV iShares Trust $10,177 2.36% 108,078 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $9,936 2.31% 15,053 상승 ×1
AVGO Broadcom Inc. - Common Stock $9,063 2.10% 26,187 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $8,270 1.92% 25,665 상승 ×1
BRK-B (제출됨 BRKB) Berkshire Hathaway Inc. Class B $6,245 1.45% 12,424 상승 ×1
TSLA Tesla, Inc. - Common Stock $5,860 1.36% 13,031 상승 ×1
LLY Eli Lilly and Company Common Stock $5,492 1.27% 5,110 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $4,776 1.11% 45,373 상승 ×1
MA Mastercard Incorporated Common Stock $4,582 1.06% 8,027 상승 ×1
GLD SPDR Gold Shares $4,377 1.02% 11,045 상승 ×1
PEP PepsiCo, Inc. - Common Stock $3,618 0.84% 25,209 상승 ×1
CL Colgate-Palmolive Company Common Stock $3,578 0.83% 45,285 상승 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $3,338 0.77% 18,779 상승 ×1
MU Micron Technology, Inc. - Common Stock $3,264 0.76% 11,437 상승 ×1
ABBV AbbVie Inc. Common Stock $3,239 0.75% 14,175 상승 ×1
XOM Exxon Mobil Corporation Common Stock $3,181 0.74% 26,430 상승 ×1
V Visa Inc. $3,141 0.73% 8,955 상승 ×1
REGN Regeneron Pharmaceuticals, Inc. - Common Stock $3,081 0.72% 3,992 상승 ×1
USFR WisdomTree Trust $2,876 0.67% 57,149 상승 ×1
TFLO iShares Trust $2,859 0.66% 56,660 상승 ×1
BAC Bank of America Corporation Common Stock $2,823 0.66% 51,322 상승 ×1
BKNG Booking Holdings Inc. - Common Stock $2,753 0.64% 514 상승 ×1
QCOM QUALCOMM Incorporated - Common Stock $2,688 0.62% 15,714 상승 ×1
DEM WisdomTree Trust $2,551 0.59% 54,618 상승 ×1
COST Costco Wholesale Corporation - Common Stock $2,536 0.59% 2,941 상승 ×1
CVX Chevron Corporation Common Stock $2,524 0.59% 16,558 상승 ×1
DVYE iShares, Inc. $2,427 0.56% 77,892 상승 ×1
EDIV SPDR INDEX SHARES FUNDS $2,409 0.56% 61,543 상승 ×1
CBRE CBRE Group Inc Common Stock Class A $2,404 0.56% 14,951 상승 ×1
JNJ Johnson & Johnson Common Stock $2,391 0.55% 11,552 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $2,366 0.55% 7,785 상승 ×1
HD Home Depot, Inc. (The) Common Stock $2,186 0.51% 6,354 상승 ×1
FOX Fox Corporation - Class B Common Stock $2,095 0.49% 32,265 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2,094 0.49% 6,344 상승 ×1
LRCX Lam Research Corporation - Common Stock $2,063 0.48% 12,049 상승 ×1
NFLX Netflix, Inc. - Common Stock $2,055 0.48% 21,921 상승 ×1
DTE DTE Energy Company Common Stock $2,045 0.47% 15,858 상승 ×1
C Citigroup, Inc. Common Stock $1,990 0.46% 17,058 상승 ×1
GE GE Aerospace Common Stock $1,939 0.45% 6,296 상승 ×1
LMT Lockheed Martin Corporation Common Stock $1,860 0.43% 3,846 상승 ×1
FCX Freeport-McMoRan, Inc. Common Stock $1,842 0.43% 36,270 상승 ×1
PG Procter & Gamble Company (The) Common Stock $1,829 0.42% 12,760 상승 ×1
BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock $1,812 0.42% 77,726 상승 ×1
EVRG Evergy, Inc. - Common Stock $1,753 0.41% 24,178 상승 ×1
CAT Caterpillar, Inc. Common Stock $1,747 0.41% 3,049 상승 ×1
WFC Wells Fargo & Company Common Stock $1,733 0.40% 18,593 상승 ×1
GILD Gilead Sciences, Inc. - Common Stock $1,727 0.40% 14,071 상승 ×1
NEM Newmont Corporation $1,676 0.39% 16,784 상승 ×1
ORCL Oracle Corporation Common Stock $1,653 0.38% 8,479 상승 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1,613 0.37% 7,531 상승 ×1
EME EMCOR Group, Inc. Common Stock $1,599 0.37% 2,613 상승 ×1
BMY Bristol-Myers Squibb Company Common Stock $1,591 0.37% 29,494 상승 ×1
KO Coca-Cola Company (The) Common Stock $1,590 0.37% 22,742 상승 ×1
PGR Progressive Corporation (The) Common Stock $1,561 0.36% 6,855 상승 ×1
SYY Sysco Corporation Common Stock $1,519 0.35% 20,618 상승 ×1
CF CF Industries Holdings, Inc. Common Stock $1,440 0.33% 18,618 상승 ×1
MGA Magna International, Inc. Common Stock $1,440 0.33% 27,025 상승 ×1
CSCO Cisco Systems, Inc. - Common Stock $1,434 0.33% 18,611 상승 ×1
MS Morgan Stanley Common Stock $1,406 0.33% 7,918 상승 ×1
ADP Automatic Data Processing, Inc. - Common Stock $1,380 0.32% 5,363 상승 ×1
DB Deutsche Bank AG Common Stock $1,379 0.32% 35,772 상승 ×1
SCHW Charles Schwab Corporation (The) Common Stock $1,369 0.32% 13,705 상승 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1,359 0.32% 2,399 상승 ×1
NLY Annaly Capital Management Inc. Common Stock $1,339 0.31% 59,899 상승 ×1
TSN Tyson Foods, Inc. Common Stock $1,271 0.30% 21,685 상승 ×1
COP ConocoPhillips Common Stock $1,270 0.29% 13,572 상승 ×1
UPS United Parcel Service, Inc. Common Stock $1,267 0.29% 12,770 상승 ×1
WMT Walmart Inc. - Common Stock $1,263 0.29% 11,339 상승 ×1
ANET Arista Networks, Inc. Common Stock $1,250 0.29% 9,542 상승 ×1
IBM International Business Machines Corporation Common Stock $1,249 0.29% 4,216 상승 ×1
ALL Allstate Corporation (The) Common Stock $1,240 0.29% 5,956 상승 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $1,215 0.28% 1,382 상승 ×1
PM Philip Morris International Inc Common Stock $1,207 0.28% 7,525 상승 ×1
ADBE Adobe Inc. - Common Stock $1,199 0.28% 3,427 상승 ×1
CRM Salesforce, Inc. Common Stock $1,184 0.27% 4,471 상승 ×1
TXN Texas Instruments Incorporated - Common Stock $1,168 0.27% 6,730 상승 ×1
CMCSA Comcast Corporation - Class A Common Stock $1,124 0.26% 37,592 상승 ×1
ABT Abbott Laboratories Common Stock $1,063 0.25% 8,487 상승 ×1
VZ Verizon Communications Inc. Common Stock $1,055 0.24% 25,914 상승 ×1
RTX RTX Corporation Common Stock $1,055 0.24% 5,754 상승 ×1
AMGN Amgen Inc. - Common Stock $1,041 0.24% 3,180 상승 ×1
MCD McDonald's Corporation Common Stock $1,041 0.24% 3,407 상승 ×1
TMO Thermo Fisher Scientific Inc Common Stock $1,013 0.24% 1,748 상승 ×1
NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares $999 0.23% 12,920 상승 ×1
NWG NatWest Group plc American Depositary Shares, (each representing two (2) Ordinary Shares) $999 0.23% 57,080 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $998 0.23% 3,720 상승 ×1
ROST Ross Stores, Inc. - Common Stock $991 0.23% 5,500 상승 ×1
PFE Pfizer, Inc. Common Stock $971 0.23% 38,985 상승 ×1
RL Ralph Lauren Corporation Common Stock $962 0.22% 2,720 상승 ×1
DIS Walt Disney Company (The) Common Stock $962 0.22% 8,456 상승 ×1
LIN Linde plc - Ordinary Shares $960 0.22% 2,252 상승 ×1
BLK BlackRock, Inc. Common Stock $956 0.22% 893 상승 ×1

가장 큰 신규 베팅

09

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권가치주식% 포트폴리오의
NVDA $31,700 169,974 7.36%
AAPL $25,970 95,526 6.03%
MSFT $24,342 50,332 5.65%
GOOGL $21,224 67,809 4.93%
USDX $18,595 725,794 4.32%
SGLC $14,414 375,567 3.35%
AMZN $13,671 59,226 3.17%
AGG $13,663 136,798 3.17%
USMV $10,177 108,078 2.36%
META $9,936 15,053 2.31%
AVGO $9,063 26,187 2.10%
JPM $8,270 25,665 1.92%
BRK-B (제출됨 BRKB) $6,245 12,424 1.45%
TSLA $5,860 13,031 1.36%
LLY $5,492 5,110 1.27%