Distribuição setorial

04
Technology 1,9%
Energy 0,3%
Retail 0,2%
Materials 0,0%
Outros/Não mapeado 97,6%

Portfólio completo 44 posições

05
Tipo Sequência Tendência de 8T
VUG Vanguard Morningstar Growth ETF $74.567.570 15,36% 201.089 $-5.566.800 Alta ×1
VXUS Vanguard Total International Stock ETF $47.113.915 9,71% 758.678 $9.511.134 Alta ×1
BSV VANGUARD BOND INDEX FUNDS $41.693.243 8,59% 532.617 $1.800.567 Alta ×1
JCPB JPMorgan Core Plus Bond ETF $37.184.888 7,66% 790.495 $3.703.032 Alta ×1
JEPI JPMorgan Equity Premium Income ETF $31.088.538 6,41% 544.076 $4.909.531 Alta ×1
BND Vanguard Total Bond Market ETF $29.743.434 6,13% 404.948 $3.518.123 Alta ×1
DFLV Dimensional ETF Trust $28.995.203 5,97% 948.486 $10.319.331 Alta ×1
RLY SSGA Active Trust $25.813.277 5,32% 904.459 $1.776.619 Alta ×1
IXUS iShares Core MSCI Total International Stock ETF $20.897.765 4,31% 299.352 $900.665 Baixa ×1
DIHP Dimensional ETF Trust $15.784.002 3,25% 585.894 Alta ×1
DFIS Dimensional ETF Trust $15.268.592 3,15% 590.889 $3.436.469 Alta ×1
VBK Vanguard Morningstar Small-Cap Growth ETF $13.022.918 2,68% 51.725 $-920.447 Alta ×1
GWX State Street SPDR S&P International Small Cap ETF $9.486.812 1,95% 296.834 $233.702 Baixa ×1
VTEB Vanguard Tax-Exempt Bond ETF $9.050.611 1,86% 182.398 $91.485 Alta ×1
DFGR Dimensional ETF Trust $8.946.294 1,84% 340.682 $1.964.307 Alta ×1
VEA Vanguard FTSE Developed Markets ETF $7.770.592 1,60% 152.874 $2.013.482 Alta ×1
VTV Vanguard Morningstar Value ETF $7.364.872 1,52% 42.636 $1.168 Baixa ×1
AAPL Apple Inc. - Common Stock $7.359.834 1,52% 33.133 $-1.005.037 Baixa ×1
EEMS iShares, Inc. $7.047.440 1,45% 126.730 $-334.314 Baixa ×1
REET iShares Trust $4.600.279 0,95% 189.624 $5.898 Baixa ×1
DFSV Dimensional ETF Trust $4.564.227 0,94% 162.139 $580.288 Alta ×1
IWB iShares Russell 1000 ETF $3.834.956 0,79% 12.502 $-231.891 Baixa ×1
IWF iShares Russell 1000 Growth Fund $3.404.314 0,70% 9.428 $-354.368 Alta ×1
ACWX iShares MSCI ACWI ex U.S. ETF $3.059.665 0,63% 55.179 $143.251 Baixa ×1
IVV iShares Trust $2.868.182 0,59% 5.104 $-65.120 Alta ×1
IVW iShares S&P 500 Growth ETF $2.790.175 0,57% 30.057 $-293.112 Baixa ×1
VBR Vanguard Morningstar Small-Cap Value ETF $2.425.243 0,50% 13.019 $-174.134 Baixa ×1
CATH Global X S&P 500 Catholic Values ETF $2.356.273 0,49% 34.887 $-284.591 Baixa ×1
SCZ iShares MSCI EAFE Small-Cap ETF $2.326.586 0,48% 36.622 $9.055 Baixa ×1
IJR iShares Trust $1.860.960 0,38% 17.796 $-220.215 Baixa ×1
MSFT Microsoft Corporation - Common Stock $1.648.443 0,34% 4.391 $-199.639 Alta ×1
SLYG SPDR SERIES TRUST $1.494.575 0,31% 18.007 $-191.781 Baixa ×1
XOM Exxon Mobil Corporation Common Stock $1.319.551 0,27% 11.095 $118.174 Baixa ×1
AOA iShares Trust $1.260.317 0,26% 16.475 $64.797 Alta ×1
AMZN Amazon.com, Inc. - Common Stock $1.114.163 0,23% 5.856 $-170.585
VTI Vanguard Morningstar Total Stock Market ETF $1.063.631 0,22% 3.870 Alta ×1
VSGX Vanguard ESG International Stock ETF $957.798 0,20% 16.239 $17.914 Baixa ×1
SCHZ SCHWAB STRATEGIC TRUST $907.921 0,19% 39.202 $-609.994 Baixa ×1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $845.633 0,17% 20.747 $-82.699 Alta ×1
GNR State Street SPDR S&P Global Natural Resources ETF $726.402 0,15% 13.641 $-32.898 Baixa ×1
AOR iShares Trust $652.178 0,13% 11.328 $-550 Baixa ×1
DFAE Dimensional ETF Trust $485.824 0,10% 18.765 $228.502 Alta ×1
ESGE iShares ESG Aware MSCI EM ETF $467.452 0,10% 13.375 $22.967 Alta ×1
AMCR Amcor plc Ordinary Shares $124.267 0,03% 12.811 $3.715

Maiores novas apostas

09

Novas posições abertas neste trimestre, maiores primeiro.

TítuloValorAções% do portfólio
DIHP $15.784.002 585.894 3,25%
VTI $1.063.631 3.870 0,22%

Maiores variações (QoQ)

10
TítuloMovimentoAções ΔValor Δ
DFLV Comprou mais +327K +$10.3M
VXUS Comprou mais +121K +$9.5M
VUG Comprou mais +6K -$5.6M
JEPI Comprou mais +89K +$4.9M
JCPB Comprou mais +64K +$3.7M
BND Comprou mais +40K +$3.5M
DFIS Comprou mais +109K +$3.4M
VEA Comprou mais +32K +$2.0M
DFGR Comprou mais +67K +$2.0M
BSV Comprou mais +16K +$1.8M