Podział według sektorów

04
Technology 1,4%
Retail 1,3%
Communication Services 0,6%
Inne/Nieprzypisane 96,7%

Pełne portfolio 78 pozycje

05
Typ Seria Trend 8 kwartałów
IVV iShares Trust $15 002 929 8,54% 22 968 $0
IUSB iShares Core Universal USD Bond ETF $11 753 209 6,69% 254 454 $0
IVE iShares Trust $11 387 957 6,48% 53 933 $0
APUE Trust for Professional Managers $10 868 254 6,19% 271 164 $0
IVW iShares Trust $10 512 614 5,98% 92 942 $0
DYNF BlackRock ETF Trust $10 073 915 5,74% 173 151 $0
IEMG iShares, Inc. $8 901 566 5,07% 127 621 $0
EFV iShares Trust $7 940 209 4,52% 106 795 $0
EFG iShares Trust $4 941 265 2,81% 44 368 $0
BAI iShares A.I. Innovation and Tech Active ETF $4 907 755 2,79% 148 946 $0
QUAL iShares Trust $4 846 273 2,76% 25 266 $0
APIE Trust for Professional Managers $4 657 513 2,65% 132 128 $0
TLH iShares Trust $4 569 667 2,60% 45 370 $0
MTUM iShares Trust $4 509 413 2,57% 18 790 $0
APCB Trust for Professional Managers $4 477 756 2,55% 152 046 $0
THRO iShares U.S. Thematic Rotation Active ETF $4 105 139 2,34% 113 339 $0
QEFA SPDR INDEX SHARES FUNDS $3 517 306 2,00% 37 711 $0
MBB iShares MBS ETF $3 222 096 1,83% 33 935 $0
IDEF iShares Defense Industrials Active ETF $3 012 400 1,71% 92 066 $0
BLCR iShares Large Cap Core Active ETF $2 992 043 1,70% 72 870 $0
GOVT iShares Trust $2 780 954 1,58% 121 386 $0
IAGG iShares Trust $2 400 569 1,37% 47 973 $0
VFMF VANGUARD WELLINGTON FUND $2 199 739 1,25% 14 185 $0
BINC iShares Flexible Income Active ETF $1 871 350 1,07% 36 036 $0
SPAB SPDR SERIES TRUST $1 788 866 1,02% 69 823 $0
HD Home Depot, Inc. (The) Common Stock $1 757 918 1,00% 5 345 $0
MUB iShares Trust $1 434 087 0,82% 13 510 $0
BDYN iShares Dynamic Equity Active ETF $1 407 142 0,80% 57 883 $0
BNDX Vanguard Total International Bond ETF $1 241 343 0,71% 25 834 $0
IAU iShares Gold Trust Shares $1 225 777 0,70% 13 904 $0
DFAC Dimensional ETF Trust $1 034 431 0,59% 26 619 $0
IWF iShares Trust $1 024 640 0,58% 2 403 $0
AVEM AMERICAN CENTURY ETF TRUST $970 909 0,55% 12 049 $0
IWB iShares Trust $937 397 0,53% 2 629 $0
XLK SELECT SECTOR SPDR TRUST $901 461 0,51% 6 783 $0
SCHG SCHWAB STRATEGIC TRUST $900 671 0,51% 30 919 $0
AAPL Apple Inc. - Common Stock $711 374 0,40% 2 803 $0
NVDA NVIDIA Corporation - Common Stock $706 531 0,40% 4 051 $0
URTH iShares, Inc. $700 998 0,40% 3 894 $-5 941 Na spadek ×1
DFAS Dimensional ETF Trust $692 878 0,39% 9 741 $0
IEFA iShares Trust $681 510 0,39% 7 528 $0
XLF SELECT SECTOR SPDR TRUST $630 209 0,36% 12 765 $0
AMZN Amazon.com, Inc. - Common Stock $548 792 0,31% 2 635 $0
VCSH Vanguard Short-Term Corporate Bond ETF $531 712 0,30% 6 708 $0
VTV VANGUARD INDEX FUNDS $512 671 0,29% 2 613 $0
OEF iShares Trust $490 482 0,28% 1 542 $0
MSFT Microsoft Corporation - Common Stock $477 845 0,27% 1 291 $0
GOOGL Alphabet Inc. - Class A Common Stock $468 148 0,27% 1 628 $0
SPY SPY $444 384 0,25% 683 $0
BDEC Innovator U.S. Equity Buffer ETF - December $410 647 0,23% 8 555 $0
IEUR iShares Trust $379 318 0,22% 5 398 $0
DEEF DBX ETF Trust $363 166 0,21% 9 608 $0
XLI SELECT SECTOR SPDR TRUST $361 791 0,21% 2 237 $0
GOOG Alphabet Inc. - Class C Capital Stock $331 595 0,19% 1 156 $0
BDVL iShares Disciplined Volatility Equity Active ETF $330 163 0,19% 13 394 $0
MU Micron Technology, Inc. - Common Stock $318 044 0,18% 941 $0
IYW iShares Trust $317 123 0,18% 1 748 $0
APMU Trust for Professional Managers $311 554 0,18% 12 517 $0
QUS SPDR SERIES TRUST $309 639 0,18% 1 804 $0
LMUB iShares Trust $306 071 0,17% 6 130 $0
META Meta Platforms, Inc. - Class A Common Stock $298 080 0,17% 521 $0
XLV SELECT SECTOR SPDR TRUST $291 168 0,17% 1 986 $0
NJAN Innovator Growth-100 Power Buffer ETF - January $269 946 0,15% 5 058 $0
DUHP Dimensional ETF Trust $267 910 0,15% 7 288 $0
TFI SPDR SERIES TRUST $254 947 0,15% 5 623 $0
PLTR Palantir Technologies Inc. - Class A Common Stock $254 235 0,14% 1 738 $0
PAPR Innovator U.S. Equity Power Buffer ETF - April $246 641 0,14% 6 197 $0
ITA iShares Trust $241 719 0,14% 1 105 $0
IWD iShares Trust $237 602 0,14% 1 112 $0
EMGF iShares, Inc. $236 040 0,13% 3 906 $0
SUSC iShares ESG Aware USD Corporate Bond ETF $230 822 0,13% 9 976 $0
XLC SELECT SECTOR SPDR TRUST $229 148 0,13% 2 067 $0
AVUS AMERICAN CENTURY ETF TRUST $226 919 0,13% 2 041 $0
EAGG iShares Trust $226 909 0,13% 4 772 $0
XLY XLY $220 903 0,13% 2 027 $0
IGM iShares Trust $219 244 0,12% 1 850 $0
BND Vanguard Total Bond Market ETF $202 437 0,12% 2 749 $0
NRO CUSIP: 64190A103 $87 450 0,05% 30 792 $0

Najwięksi gracze (kwartał do kwartału)

10
Papier wartościowyAkcjaAkcje ΔWartość Δ
URTH Zmniejszone -33 -$6K
HD +0 +$0
XLF +0 +$0
AMZN +0 +$0
AAPL +0 +$0
SPY +0 +$0
MU +0 +$0
NVDA +0 +$0
GOOGL +0 +$0
MTUM +0 +$0