Distribuição setorial

04
Industrials 0,3%
Technology 0,2%
Outros/Não mapeado 99,5%

Portfólio completo 39 posições

05
Tipo Sequência Tendência de 8T
SCHG SCHWAB STRATEGIC TRUST $15.399.890 16,60% 455.079 $3.086.845 Alta ×1
IEI iShares 3-7 Year Treasury Bond ETF $7.978.206 8,60% 67.929 $2.587.143 Alta ×1
ACWX iShares MSCI ACWI ex U.S. ETF $6.031.120 6,50% 79.242 $-19.422 Baixa ×1
JAVA JPMorgan Active Value ETF $5.874.245 6,33% 73.974 $1.492.868 Alta ×1
SCHM SCHWAB STRATEGIC TRUST $5.647.675 6,09% 153.178 $945.220 Baixa ×1
TOTL State Street DoubleLine Total Return Tactical ETF $4.954.341 5,34% 125.522 $362.499 Alta ×1
SMLF iShares Trust $4.600.013 4,96% 51.604 $2.320.892 Alta ×1
JAAA Janus Henderson AAA CLO ETF $4.063.747 4,38% 80.486 $844.567 Alta ×1
VOO Vanguard S&P 500 ETF $4.008.372 4,32% 5.836 $756.627 Alta ×1
SCHF SCHWAB STRATEGIC TRUST $3.590.911 3,87% 129.636 $-659.843 Baixa ×1
EEM iShares, Inc. $3.451.002 3,72% 50.446 $1.460.257 Alta ×1
IJK iShares Trust $3.287.290 3,54% 27.977 $773.481 Alta ×1
SCHV SCHWAB STRATEGIC TRUST $3.077.839 3,32% 88.418 $347.923 Baixa ×1
HEFA iShares Currency Hedged MSCI EAFE ETF $2.952.249 3,18% 62.914 $30.836 Baixa ×1
IBTJ iShares iBonds Dec 2029 Term Treasury ETF $1.452.276 1,57% 67.080 $-309.529 Baixa ×1
IBTI iShares iBonds Dec 2028 Term Treasury ETF $1.302.644 1,40% 58.837 $-469.067 Baixa ×1
IBTH iShares iBonds Dec 2027 Term Treasury ETF $1.224.041 1,32% 54.718 $-510.698 Baixa ×1
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF $1.190.926 1,28% 46.448 $11.881 Alta ×1
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF $1.189.080 1,28% 46.777 $13.727 Alta ×1
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF $1.174.813 1,27% 45.927 $230
IBTG iShares iBonds Dec 2026 Term Treasury ETF $1.087.265 1,17% 47.500 $-529.539 Baixa ×1
SCHA SCHWAB STRATEGIC TRUST $1.060.480 1,14% 29.352 $133.808 Baixa ×1
IUSV iShares Core S&P U.S. Value ETF $884.453 0,95% 8.030 $-13.313 Baixa ×1
EMXC iShares MSCI Emerging Markets ex China ETF $801.967 0,86% 7.839 $166.853 Baixa ×1
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $768.576 0,83% 8.335 $-243.726 Baixa ×1
IWR iShares Russell Mid-Cap ETF $763.796 0,82% 6.923 $76.963 Baixa ×1
USRT iShares Core U.S. REIT ETF $741.272 0,80% 11.155 $346.997 Alta ×1
IUSG iShares Core S&P U.S. Growth ETF $683.815 0,74% 3.636 $-13.433 Baixa ×1
IEFA iShares Core MSCI EAFE ETF $568.081 0,61% 5.882 $-15.950 Baixa ×1
IPAC iShares Trust $532.615 0,57% 6.501 $26.258 Baixa ×1
JBBB Janus Henderson B-BBB CLO ETF $410.557 0,44% 8.671 $85.588 Alta ×1
VTI Vanguard Morningstar Total Stock Market ETF $308.857 0,33% 835 Alta ×1
ANGL VanEck Fallen Angel High Yield Bond ETF $269.499 0,29% 9.217 $-41.510 Baixa ×1
HELO J.P. Morgan Exchange-Traded Fund Trust $259.178 0,28% 3.835 $-45.941 Baixa ×1
XONE BondBloxx ETF Trust $258.020 0,28% 5.226 $-2.358 Baixa ×1
FDX FedEx Corporation Common Stock $241.736 0,26% 772 $18.736
SCHB SCHWAB STRATEGIC TRUST $240.975 0,26% 8.321 Alta ×1
NVDA NVIDIA Corporation - Common Stock $219.021 0,24% 1.095 Alta ×1
PTRB PGIM ETF Trust $201.448 0,22% 4.859 Alta ×1

Maiores novas apostas

09

Novas posições abertas neste trimestre, maiores primeiro.

TítuloValorAções% do portfólio
VTI $308.857 835 0,33%
SCHB $240.975 8.321 0,26%
NVDA $219.021 1.095 0,24%
PTRB $201.448 4.859 0,22%

Maiores variações (QoQ)

10
TítuloMovimentoAções ΔValor Δ
SCHG Comprou mais +78K +$3.1M
IEI Comprou mais +23K +$2.6M
SMLF Comprou mais +21K +$2.3M
JAVA Comprou mais +13K +$1.5M
EEM Comprou mais +14K +$1.5M
SCHM Reduziu -3K +$945K
JAAA Comprou mais +17K +$845K
IJK Comprou mais +2K +$773K
VOO Comprou mais +651 +$757K
SCHF Reduziu -47K -$660K