Distribuição setorial

04
Financials 4,8%
Technology 4,7%
Retail 4,4%
Communication Services 1,7%
Industrials 1,4%
Energy 1,1%
Healthcare 0,9%
Real Estate 0,3%
Consumer products 0,2%
Outros/Não mapeado 80,6%

Portfólio completo 137 posições

05
Tipo Sequência Tendência de 8T
IVV iShares Trust $16.484.020 12,63% 29.336 Alta ×1
SPY SPY $5.098.603 3,91% 9.115 Alta ×1
VTI VANGUARD INDEX FUNDS $3.525.136 2,70% 12.826 Alta ×1
GOVT iShares Trust $3.067.455 2,35% 133.455 Alta ×1
GLD SPDR Gold Shares $2.826.365 2,17% 9.809 Alta ×1
SCHD SCHWAB STRATEGIC TRUST $2.821.397 2,16% 100.908 Alta ×1
VB VANGUARD INDEX FUNDS $2.676.223 2,05% 12.069 Alta ×1
JCPB J.P. Morgan Exchange-Traded Fund Trust $2.301.432 1,76% 48.925 Alta ×1
EFA iShares Trust $2.270.085 1,74% 27.775 Alta ×1
HELO J.P. Morgan Exchange-Traded Fund Trust $2.159.282 1,65% 36.181 Alta ×1
AAPL Apple Inc. - Common Stock $2.040.072 1,56% 9.184 Alta ×1
VYM VANGUARD WHITEHALL FUNDS $1.991.474 1,53% 15.443 Alta ×1
LQD iShares Trust $1.954.387 1,50% 17.981 Alta ×1
BRK-B (registrado como BRKB) Berkshire Hathaway Inc. Class B $1.880.007 1,44% 3.530 Alta ×1
MBB iShares MBS ETF $1.759.309 1,35% 18.760 Alta ×1
VXUS Vanguard Total International Stock ETF $1.670.779 1,28% 26.905 Alta ×1
QQQ Invesco QQQ Trust, Series 1 $1.668.292 1,28% 3.558 Alta ×1
JEPI J.P. Morgan Exchange-Traded Fund Trust $1.627.706 1,25% 28.486 Alta ×1
V Visa Inc. $1.557.601 1,19% 4.444 Alta ×1
MSFT Microsoft Corporation - Common Stock $1.538.780 1,18% 4.099 Alta ×1
AMZN Amazon.com, Inc. - Common Stock $1.514.089 1,16% 7.958 Alta ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1.395.862 1,07% 26.654 Alta ×1
WMT Walmart Inc. - Common Stock $1.391.259 1,07% 15.848 Alta ×1
IEFA iShares Trust $1.374.754 1,05% 18.173 Alta ×1
NVDA NVIDIA Corporation - Common Stock $1.357.158 1,04% 12.522 Alta ×1
SCHZ SCHWAB STRATEGIC TRUST $1.319.919 1,01% 56.991 Alta ×1
ITOT iShares Trust $1.308.529 1,00% 10.725 Alta ×1
VO VANGUARD INDEX FUNDS $1.304.048 1,00% 5.042 Alta ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1.291.740 0,99% 15.799 Alta ×1
IJH iShares Trust $1.290.427 0,99% 22.115 Alta ×1
BACPRL CUSIP: 060505682 $1.279.075 0,98% 1.036 Alta ×1
VNQ VANGUARD SPECIALIZED FUNDS $1.220.624 0,94% 13.482 Alta ×1
IWM iShares Trust $1.210.754 0,93% 6.069 Alta ×1
COST Costco Wholesale Corporation - Common Stock $1.197.749 0,92% 1.266 Alta ×1
RSP Invesco Exchange-Traded Fund Trust $1.063.805 0,82% 6.141 Alta ×1
IUSG iShares Core S&P U.S. Growth ETF $1.054.942 0,81% 8.301 Alta ×1
GDX VanEck ETF Trust $1.036.989 0,79% 22.558 Alta ×1
SPIB SPDR SERIES TRUST $1.010.373 0,77% 30.396 Alta ×1
VBR VANGUARD INDEX FUNDS $999.672 0,77% 5.366 Alta ×1
IJR iShares Trust $992.061 0,76% 9.487 Alta ×1
BND Vanguard Total Bond Market ETF $978.233 0,75% 13.318 Alta ×1
HD Home Depot, Inc. (The) Common Stock $964.918 0,74% 2.633 Alta ×1
BSCR Invesco BulletShares 2027 Corporate Bond ETF $934.437 0,72% 47.700 Alta ×1
QUAL iShares Trust $921.816 0,71% 5.394 Alta ×1
XLV SELECT SECTOR SPDR TRUST $855.990 0,66% 5.863 Alta ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $843.458 0,65% 16.289 Alta ×1
BSCQ Invesco BulletShares 2026 Corporate Bond ETF $832.359 0,64% 42.729 Alta ×1
META Meta Platforms, Inc. - Class A Common Stock $822.100 0,63% 1.426 Alta ×1
BSCU Invesco BulletShares 2030 Corporate Bond ETF $783.259 0,60% 47.213 Alta ×1
WFCPRL CUSIP: 949746804 $770.912 0,59% 642 Alta ×1
SCHF SCHWAB STRATEGIC TRUST $758.763 0,58% 38.360 Alta ×1
BSCP Invesco BulletShares 2025 Corporate Bond ETF $753.078 0,58% 36.416 Alta ×1
IEMG iShares, Inc. $720.380 0,55% 13.348 Alta ×1
BSCS Invesco BulletShares 2028 Corporate Bond ETF $694.247 0,53% 34.115 Alta ×1
TMUS T-Mobile US, Inc. - Common Stock $690.906 0,53% 2.590 Alta ×1
AVGO Broadcom Inc. - Common Stock $687.974 0,53% 4.109 Alta ×1
BX Blackstone Inc. Common Stock $683.084 0,52% 4.887 Alta ×1
IUSV iShares Core S&P U.S. Value ETF $679.114 0,52% 7.358 Alta ×1
SPYV SPDR SERIES TRUST $678.529 0,52% 13.286 Alta ×1
JPST J.P. Morgan Exchange-Traded Fund Trust $673.379 0,52% 13.300 Alta ×1
BSV VANGUARD BOND INDEX FUNDS $666.737 0,51% 8.517 Alta ×1
SYK Stryker Corporation Common Stock $658.952 0,50% 1.770 Alta ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $652.040 0,50% 9.915 Alta ×1
JPM JP Morgan Chase & Co. Common Stock $601.199 0,46% 2.451 Alta ×1
BIL SPDR SERIES TRUST $599.272 0,46% 6.533 Alta ×1
IUSB iShares Core Universal USD Bond ETF $593.603 0,45% 12.882 Alta ×1
VBK VANGUARD INDEX FUNDS $570.367 0,44% 2.265 Alta ×1
SCHJ SCHWAB STRATEGIC TRUST $567.662 0,43% 23.038 Alta ×1
FTEC FIDELITY COVINGTON TRUST $567.206 0,43% 3.517 Alta ×1
VCSH Vanguard Short-Term Corporate Bond ETF $559.728 0,43% 7.091 Alta ×1
SMOT VanEck ETF Trust $557.408 0,43% 16.999 Alta ×1
BSCW Invesco BulletShares 2032 Corporate Bond ETF $552.348 0,42% 27.116 Alta ×1
BSCV Invesco BulletShares 2031 Corporate Bond ETF $549.254 0,42% 33.676 Alta ×1
COWZ Pacer Funds Trust $546.340 0,42% 9.977 Alta ×1
XOM Exxon Mobil Corporation Common Stock $530.661 0,41% 4.462 Alta ×1
SPDW SPDR INDEX SHARES FUNDS $524.001 0,40% 14.392 Alta ×1
PFF iShares Preferred and Income Securities ETF $508.972 0,39% 16.563 Alta ×1
VTV VANGUARD INDEX FUNDS $495.006 0,38% 2.866 Alta ×1
GOOGL Alphabet Inc. - Class A Common Stock $491.967 0,38% 3.181 Alta ×1
RTX RTX Corporation Common Stock $490.767 0,38% 3.705 Alta ×1
SCHO SCHWAB STRATEGIC TRUST $469.762 0,36% 19.300 Alta ×1
BSCT Invesco BulletShares 2029 Corporate Bond ETF $466.416 0,36% 25.171 Alta ×1
SPTI SPDR SERIES TRUST $463.139 0,35% 16.205 Alta ×1
XLE SELECT SECTOR SPDR TRUST $456.888 0,35% 4.889 Alta ×1
IVE iShares Trust $449.769 0,34% 2.360 Alta ×1
PLD Prologis, Inc. Common Stock $423.523 0,32% 3.789 Alta ×1
JBND J.P. Morgan Exchange-Traded Fund Trust $420.186 0,32% 7.851 Alta ×1
LQDW iShares Trust $416.155 0,32% 15.830 Alta ×1
DSI iShares Trust $405.134 0,31% 3.956 Alta ×1
HON Honeywell International Inc. - Common Stock $398.148 0,31% 1.880 Alta ×1
CVX Chevron Corporation Common Stock $398.103 0,31% 2.380 Alta ×1
UPS United Parcel Service, Inc. Common Stock $396.692 0,30% 3.607 Alta ×1
IQLT iShares Trust $395.678 0,30% 9.969 Alta ×1
IWF iShares Trust $393.533 0,30% 1.090 Alta ×1
IBIT iShares Bitcoin Trust ETF $388.055 0,30% 8.290 Alta ×1
XLF SELECT SECTOR SPDR TRUST $387.012 0,30% 7.770 Alta ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $382.759 0,29% 701 Alta ×1
JQUA J.P. Morgan Exchange-Traded Fund Trust $372.702 0,29% 6.600 Alta ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $370.333 0,28% 8.182 Alta ×1
TLT iShares 20+ Year Treasury Bond ETF $358.931 0,28% 3.943 Alta ×1

Maiores novas apostas

09

Novas posições abertas neste trimestre, maiores primeiro.

TítuloValorAções% do portfólio
IVV $16.484.020 29.336 12,63%
SPY $5.098.603 9.115 3,91%
VTI $3.525.136 12.826 2,70%
GOVT $3.067.455 133.455 2,35%
GLD $2.826.365 9.809 2,17%
SCHD $2.821.397 100.908 2,16%
VB $2.676.223 12.069 2,05%
JCPB $2.301.432 48.925 1,76%
EFA $2.270.085 27.775 1,74%
HELO $2.159.282 36.181 1,65%
AAPL $2.040.072 9.184 1,56%
VYM $1.991.474 15.443 1,53%
LQD $1.954.387 17.981 1,50%
BRK-B (registrado como BRKB) $1.880.007 3.530 1,44%
MBB $1.759.309 18.760 1,35%