UNIONVIEW, LLC
CIK 1908167 · SEC EDGAR에서 보기 ↗
현재 기간에 활성 13F 포지션이 없습니다.
이 페이지에서
섹터별 비중
Technology
15.4%
Retail
4.1%
Healthcare
2.4%
Communication Services
2.4%
Financials
1.4%
Consumer products
1.1%
Consumer Discretionary
1.1%
Industrials
0.8%
Energy
0.7%
Financial Services
0.5%
Communications
0.4%
Consumer Staples
0.2%
Utilities
0.2%
기타/미분류
69.2%
전체 포트폴리오 91 포지션
| 유형 | 연속 | 8분기 추세 | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $11,111,789 | 8.14% | 26,362 | 상승 ×1 | |||
| IJH | $10,194,743 | 7.47% | 163,345 | 상승 ×1 | |||
| IWF | $9,226,242 | 6.76% | 22,912 | 상승 ×1 | |||
| JAVA | $8,522,762 | 6.25% | 134,443 | 상승 ×1 | |||
| FVD | $7,851,113 | 5.75% | 179,632 | 상승 ×1 | |||
| MDY | $7,708,855 | 5.65% | 13,534 | 상승 ×1 | |||
| AAPL Apple Inc. - Common Stock | $7,570,389 | 5.55% | 30,231 | 상승 ×1 | |||
| FV First Trust Dorsey Wright Focus 5 ETF | $5,534,950 | 4.06% | 93,717 | 상승 ×1 | |||
| SPY SPY | $5,504,598 | 4.03% | 9,392 | 상승 ×1 | |||
| IWM | $4,935,599 | 3.62% | 22,337 | 상승 ×1 | |||
| IJR | $4,568,939 | 3.35% | 39,562 | 상승 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3,021,000 | 2.21% | 13,770 | 상승 ×1 | |||
| IWD | $2,996,144 | 2.20% | 16,184 | 상승 ×1 | |||
| IQLT | $2,888,125 | 2.12% | 77,805 | 상승 ×1 | |||
| EFA | $2,408,272 | 1.77% | 31,618 | 상승 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1,862,037 | 1.36% | 2,032 | 상승 ×1 | |||
| IVV | $1,847,537 | 1.35% | 3,138 | 상승 ×1 | |||
| IJS | $1,623,465 | 1.19% | 14,930 | 상승 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1,610,003 | 1.18% | 2,085 | 상승 ×1 | |||
| DVY iShares Select Dividend ETF | $1,474,859 | 1.08% | 11,234 | 상승 ×1 | |||
| EEM | $1,273,635 | 0.93% | 30,258 | 상승 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $1,257,040 | 0.92% | 7,498 | 상승 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $1,178,073 | 0.86% | 12,910 | 상승 ×1 | |||
| IYR | $1,134,157 | 0.83% | 12,187 | 상승 ×1 | |||
| BAC Bank of America Corporation Common Stock | $1,076,202 | 0.79% | 24,487 | 상승 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,040,014 | 0.76% | 5,461 | 상승 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,019,191 | 0.75% | 5,384 | 상승 ×1 | |||
| VTI | $971,567 | 0.71% | 3,352 | 상승 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $950,666 | 0.70% | 7,079 | 상승 ×1 | |||
| VWO | $925,121 | 0.68% | 21,006 | 상승 ×1 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $832,827 | 0.61% | 13,709 | 상승 ×1 | |||
| SUSA | $828,633 | 0.61% | 6,815 | 상승 ×1 | |||
| BRKB | $783,268 | 0.57% | 1,728 | 상승 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $772,784 | 0.57% | 3,224 | 상승 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $755,873 | 0.55% | 1,943 | 상승 ×1 | |||
| V Visa Inc. | $714,602 | 0.52% | 2,261 | 상승 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $685,507 | 0.50% | 6,373 | 상승 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $637,627 | 0.47% | 1,089 | 상승 ×1 | |||
| VV | $561,350 | 0.41% | 2,081 | 상승 ×1 | |||
| IYM | $548,784 | 0.40% | 4,224 | 상승 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $525,083 | 0.38% | 1,038 | 상승 ×1 | |||
| VO | $499,012 | 0.37% | 1,889 | 상승 ×1 | |||
| ORCL Oracle Corporation Common Stock | $487,589 | 0.36% | 2,926 | 상승 ×1 | |||
| SDY | $469,219 | 0.34% | 3,552 | 상승 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $454,120 | 0.33% | 4,565 | 상승 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $440,368 | 0.32% | 3,045 | 상승 ×1 | |||
| VB | $437,285 | 0.32% | 1,820 | 상승 ×1 | |||
| BA Boeing Company (The) Common Stock | $434,889 | 0.32% | 2,457 | 상승 ×1 | |||
| DIA | $398,546 | 0.29% | 937 | 상승 ×1 | |||
| VEA | $395,564 | 0.29% | 8,272 | 상승 ×1 | |||
| EZM | $392,752 | 0.29% | 6,283 | 상승 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $384,391 | 0.28% | 1,658 | 상승 ×1 | |||
| VGK | $383,374 | 0.28% | 6,040 | 상승 ×1 | |||
| IWP | $373,540 | 0.27% | 2,947 | 상승 ×1 | |||
| VEU | $368,700 | 0.27% | 6,422 | 상승 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $366,283 | 0.27% | 907 | 상승 ×1 | |||
| VNQ | $357,507 | 0.26% | 4,013 | 상승 ×1 | |||
| IWR | $342,475 | 0.25% | 3,874 | 상승 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $327,468 | 0.24% | 5,532 | 상승 ×1 | |||
| VBR | $326,658 | 0.24% | 1,648 | 상승 ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $324,746 | 0.24% | 4,265 | 상승 ×1 | |||
| IVE | $324,654 | 0.24% | 1,701 | 상승 ×1 | |||
| CVX Chevron Corporation Common Stock | $311,307 | 0.23% | 2,149 | 상승 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $309,288 | 0.23% | 347 | 상승 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $305,559 | 0.22% | 4,908 | 상승 ×1 | |||
| IYW | $290,964 | 0.21% | 1,824 | 상승 ×1 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $283,669 | 0.21% | 8,496 | 상승 ×1 | |||
| VUG | $279,264 | 0.20% | 680 | 상승 ×1 | |||
| VTV | $277,478 | 0.20% | 1,639 | 상승 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $275,184 | 0.20% | 2,100 | 상승 ×1 | |||
| IVW | $272,316 | 0.20% | 2,682 | 상승 ×1 | |||
| RSPT | $270,621 | 0.20% | 7,232 | 상승 ×1 | |||
| INTC Intel Corporation - Common Stock | $270,572 | 0.20% | 13,495 | 상승 ×1 | |||
| FTEC | $267,170 | 0.20% | 1,445 | 상승 ×1 | |||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $266,428 | 0.20% | 3,691 | 상승 ×1 | |||
| EMLP | $259,491 | 0.19% | 7,279 | 상승 ×1 | |||
| EMR Emerson Electric Company Common Stock | $252,941 | 0.19% | 2,041 | 상승 ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $241,319 | 0.18% | 1,721 | 상승 ×1 | |||
| IWB | $230,911 | 0.17% | 717 | 상승 ×1 | |||
| DSI | $228,526 | 0.17% | 2,073 | 상승 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $227,805 | 0.17% | 874 | 상승 ×1 | |||
| SAP SAP SE ADS | $227,419 | 0.17% | 924 | 상승 ×1 | |||
| EFV | $226,276 | 0.17% | 4,312 | 상승 ×1 | |||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $226,036 | 0.17% | 3,308 | 상승 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $216,422 | 0.16% | 5,767 | 상승 ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $213,962 | 0.16% | 1,581 | 상승 ×1 | |||
| VYM | $209,748 | 0.15% | 1,644 | 상승 ×1 | |||
| SO Southern Company (The) Common Stock | $206,628 | 0.15% | 2,510 | 상승 ×1 | |||
| VOO | $205,351 | 0.15% | 381 | 상승 ×1 | |||
| MSI Motorola Solutions, Inc. Common Stock | $202,240 | 0.15% | 438 | 상승 ×1 | |||
| AWF Alliancebernstein Global High Income Fund | $156,134 | 0.11% | 14,551 | 상승 ×1 | |||
| 일치하는 항목 없음 | |||||||
가장 큰 신규 베팅
이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.
| 증권 | 가치 | 주식 | % 포트폴리오의 |
|---|---|---|---|
| MSFT | $11,111,789 | 26,362 | 8.14% |
| IJH | $10,194,743 | 163,345 | 7.47% |
| IWF | $9,226,242 | 22,912 | 6.76% |
| JAVA | $8,522,762 | 134,443 | 6.25% |
| FVD | $7,851,113 | 179,632 | 5.75% |
| MDY | $7,708,855 | 13,534 | 5.65% |
| AAPL | $7,570,389 | 30,231 | 5.55% |
| FV | $5,534,950 | 93,717 | 4.06% |
| SPY | $5,504,598 | 9,392 | 4.03% |
| IWM | $4,935,599 | 22,337 | 3.62% |
| IJR | $4,568,939 | 39,562 | 3.35% |
| AMZN | $3,021,000 | 13,770 | 2.21% |
| IWD | $2,996,144 | 16,184 | 2.20% |
| IQLT | $2,888,125 | 77,805 | 2.12% |
| EFA | $2,408,272 | 31,618 | 1.77% |