Distribuição setorial

04
Financials 3,5%
Industrials 1,3%
Technology 0,4%
Energy 0,3%
Healthcare 0,3%
Consumer products 0,1%
Consumer Staples 0,1%
Outros/Não mapeado 94,0%

Portfólio completo 70 posições

05
Tipo Sequência Tendência de 8T
VUG VANGUARD INDEX FUNDS $33.404.062 14,84% 76.195 $3.639.305 Baixa ×2
BND Vanguard Total Bond Market ETF $25.678.083 11,41% 348.745 $151.613 Alta ×1
VOO VANGUARD INDEX FUNDS $25.658.575 11,40% 45.171 $5.038.881 Alta ×2
VYM VANGUARD WHITEHALL FUNDS $17.114.280 7,61% 128.380 $78.813 Baixa ×2
VTV VANGUARD INDEX FUNDS $16.431.108 7,30% 92.968 $-87.963 Baixa ×2
VEU VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $9.100.526 4,04% 135.384 $873.085 Baixa ×1
VB VANGUARD INDEX FUNDS $7.993.810 3,55% 33.732 $279.792 Baixa ×2
VIG VANGUARD SPECIALIZED FUNDS $6.582.502 2,93% 32.162 $380.537 Alta ×1
BRK-A (registrado como BRKA) Berkshire Hathaway Inc. Class A $6.559.200 2,91% 9 $-626.774
VO VANGUARD INDEX FUNDS $5.890.891 2,62% 21.052 $551.506 Alta ×1
SCHD SCHWAB STRATEGIC TRUST $5.867.337 2,61% 221.409 $-481.326 Baixa ×2
ILCB iShares Trust $5.535.883 2,46% 64.536 $553.262 Alta ×1
SCHB SCHWAB STRATEGIC TRUST $4.697.634 2,09% 197.131 $452.484 Baixa ×2
VTEB VANGUARD MUNICIPAL BOND FUNDS $4.479.032 1,99% 91.353 $-353.439 Baixa ×2
IMCB iShares Trust $4.413.373 1,96% 55.403 $310.731 Alta ×1
AGG iShares Trust $3.762.551 1,67% 37.929 $1.590.944 Alta ×2
MINT PIMCO ETF Trust $2.902.360 1,29% 28.869 $-1.182.246 Baixa ×1
VEA VANGUARD TAX-MANAGED FUNDS $2.591.896 1,15% 45.464 $1.313.689 Alta ×2
VCSH Vanguard Short-Term Corporate Bond ETF $2.445.498 1,09% 30.761 $34.381 Alta ×1
BNDX Vanguard Total International Bond ETF $2.269.880 1,01% 45.847 $825.844 Alta ×2
BSV VANGUARD BOND INDEX FUNDS $2.003.309 0,89% 25.455 $377.903 Alta ×1
DE Deere & Company Common Stock $1.576.319 0,70% 3.100 $121.334
DFAC Dimensional ETF Trust $1.478.170 0,66% 41.244 $446.606 Alta ×1
SCHM SCHWAB STRATEGIC TRUST $1.460.255 0,65% 52.059 $96.309
VGSH Vanguard Short-Term Treasury ETF $1.460.092 0,65% 24.840 $26.498 Alta ×2
VTI VANGUARD INDEX FUNDS $1.363.357 0,61% 4.486 $102.907 Baixa ×1
BRK-B (registrado como BRKB) Berkshire Hathaway Inc. Class B $1.241.628 0,55% 2.556 $-193.675 Baixa ×2
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $1.055.794 0,47% 8.215 $43.727 Baixa ×2
MTUM iShares Trust $1.048.394 0,47% 4.362 $321.484 Alta ×1
DUHP Dimensional ETF Trust $973.363 0,43% 27.372 $279.776 Alta ×1
DFUV Dimensional ETF Trust $952.547 0,42% 22.530 $254.161 Alta ×1
DFIC Dimensional ETF Trust $918.955 0,41% 29.558 $361.667 Alta ×1
SDY SPDR SERIES TRUST $764.974 0,34% 5.636 $-6.502 Baixa ×1
SCHP SCHWAB STRATEGIC TRUST $761.433 0,34% 28.539 $-41.270 Baixa ×2
ESGV VANGUARD WORLD FUND $720.116 0,32% 6.568 $76.780
VONG Vanguard Russell 1000 Growth ETF $696.150 0,31% 6.375 $110.923 Alta ×1
CAT Caterpillar, Inc. Common Stock $693.930 0,31% 1.788 $104.656 Alta ×2
VONV Vanguard Russell 1000 Value ETF $665.064 0,30% 7.805 $16.712 Baixa ×2
IMTM iShares Trust $663.130 0,29% 14.514 $271.598 Alta ×1
XOM Exxon Mobil Corporation Common Stock $625.024 0,28% 5.798 $-64.532
DIHP Dimensional ETF Trust $609.040 0,27% 20.652 $225.468 Alta ×1
DFIV Dimensional ETF Trust $587.617 0,26% 13.720 $214.405 Alta ×1
EAGG iShares Trust $555.457 0,25% 11.684 $701
IDV iShares Trust $505.292 0,22% 14.642 $227.330 Alta ×1
MSFT Microsoft Corporation - Common Stock $474.054 0,21% 953 $116.292
NVDA NVIDIA Corporation - Common Stock $402.875 0,18% 2.550 $77.735 Baixa ×1
AVSC AMERICAN CENTURY ETF TRUST $396.580 0,18% 7.690 $126.556 Alta ×1
JMSI J.P. Morgan Exchange-Traded Fund Trust $375.551 0,17% 7.599 Alta ×1
PFE Pfizer, Inc. Common Stock $351.189 0,16% 14.488 $-22.272 Baixa ×2
SPIP SPDR SERIES TRUST $350.246 0,16% 13.440 $-4.301
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $349.518 0,16% 7.067 Alta ×1
BA Boeing Company (The) Common Stock $348.867 0,16% 1.665 $64.901
JMST J.P. Morgan Exchange-Traded Fund Trust $346.256 0,15% 6.800 Alta ×1
VXUS Vanguard Total International Stock ETF $341.512 0,15% 4.943 $34.179 Baixa ×1
VBR VANGUARD INDEX FUNDS $333.893 0,15% 1.712 $-8.356 Baixa ×1
JNJ Johnson & Johnson Common Stock $332.537 0,15% 2.177 $-28.497
VCIT Vanguard Intermediate-Term Corporate Bond ETF $332.178 0,15% 4.006 $4.647
EVIM Morgan Stanley ETF Trust $323.733 0,14% 6.306 Alta ×1
AVEM AMERICAN CENTURY ETF TRUST $319.205 0,14% 4.657 $88.995 Alta ×1
KMB Kimberly-Clark Corporation - Common Stock $316.885 0,14% 2.458 $-32.692
IVOO VANGUARD ADMIRAL FUNDS $298.248 0,13% 2.841 $26.132 Alta ×1
VOE VANGUARD INDEX FUNDS $295.535 0,13% 1.797 $7.045
COWZ Pacer Funds Trust $286.947 0,13% 5.208 $-116.340 Baixa ×2
VSGX VANGUARD WORLD FUND $267.895 0,12% 4.090 $26.667
MMM 3M Company Common Stock $266.420 0,12% 1.750 $9.415
DWX SPDR INDEX SHARES FUNDS $261.794 0,12% 6.211 $23.540
MUB iShares Trust $248.767 0,11% 2.381 Alta ×1
PEP PepsiCo, Inc. - Common Stock $247.047 0,11% 1.871 $-33.491
IJK iShares Trust $218.170 0,10% 2.398
RVT Royce Small-Cap Trust, Inc. Common Stock $189.931 0,08% 12.620 $8.855 Baixa ×2

Maiores novas apostas

09

Novas posições abertas neste trimestre, maiores primeiro.

TítuloValorAções% do portfólio
JMSI $375.551 7.599 0,17%
VWO $349.518 7.067 0,16%
JMST $346.256 6.800 0,15%
EVIM $323.733 6.306 0,14%
MUB $248.767 2.381 0,11%
IJK $218.170 2.398 0,10%

Maiores variações (QoQ)

10
TítuloMovimentoAções ΔValor Δ
VOO Comprou mais +5K +$5.0M
VUG Reduziu -4K +$3.6M
AGG Comprou mais +16K +$1.6M
VEA Comprou mais +20K +$1.3M
MINT Reduziu -12K -$1.2M
VEU Reduziu -248 +$873K
BNDX Comprou mais +16K +$826K
BRK-A (registrado como BRKA) Apenas movimento de preço +0 -$627K
ILCB Comprou mais +44 +$553K
VO Comprou mais +406 +$552K

Posições encerradas

11

Inclui eventos corporativos (fusões, deslistagens) — nem todas as saídas são vendas

Posições fechadas refletem mudanças no reporte 13F; para gestores de índice, estas são frequentemente mecânicas (deslistagem, fusões e aquisições, rebalanceamento de índice), não decisões ativas.

TítuloTrimestreAções antesValor antesPreço desde a saída
ABBV 30 de Junho de 2025 1.021 $213.920 41,6%
SHYG 30 de Junho de 2025 4.899 $208.318
PG 30 de Junho de 2025 1.181 $201.266 -9,0%