Sektör dağılımı

04
Technology 32,0%
Financials 8,7%
Healthcare 7,2%
Communication Services 5,0%
Industrials 3,4%
Energy 2,6%
Retail 2,6%
Consumer products 1,2%
Utilities 1,2%
Consumer Staples 1,0%
Consumer Discretionary 0,8%
Materials 0,6%
Real Estate 0,1%
Diğer/Eşleştirilemeyen 33,5%

Tam portföy 258 pozisyonlar

05
Tür Seri 8 Çeyrek Trendi
AAPL Apple Inc. - Common Stock $101.503 23,20% 459.850 $-9.917 Yukarı ×1
MSFT Microsoft Corporation - Common Stock $20.117 4,60% 51.179 $-230 Yukarı ×1
VUG Vanguard Morningstar Growth ETF $17.328 3,96% 44.522 $-563 Yukarı ×1
BRK-B (olarak dosyalandı BRKB) Berkshire Hathaway Inc. Class B $15.878 3,63% 30.195 $2.228 Yukarı ×1
VGT Vanguard Information Tech ETF $10.498 2,40% 18.244 $-112 Yukarı ×1
VTV Vanguard Morningstar Value ETF $8.796 2,01% 50.390 $649 Yukarı ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $8.291 1,90% 101.930 $1.004 Yukarı ×1
CGXU Capital Group International Focus Equity ETF $7.579 1,73% 293.543 $941 Yukarı ×1
JPST JPMorgan Ultra-Short Income ETF $7.334 1,68% 145.061 $2.867 Yukarı ×1
CGDV Capital Group Dividend Value ETF $6.859 1,57% 188.067 $916 Yukarı ×1
NVDA NVIDIA Corporation - Common Stock $6.702 1,53% 55.197 $1.101 Yukarı ×1
XOM Exxon Mobil Corporation Common Stock $6.218 1,42% 53.693 $408 Aşağı ×1
LLY Eli Lilly and Company Common Stock $5.942 1,36% 6.871 $746 Yukarı ×1
JPM JP Morgan Chase & Co. Common Stock $5.575 1,27% 22.474 $242 Yukarı ×1
GOOG Alphabet Inc. - Class C Capital Stock $4.867 1,11% 28.639 $-533 Yukarı ×1
VHT Vanguard Health Care ETF $4.716 1,08% 17.509 $666 Yukarı ×1
AMZN Amazon.com, Inc. - Common Stock $4.660 1,07% 22.925 $-129 Yukarı ×1
VDE Vanguard Energy ETF $4.309 0,98% 33.150 $759 Yukarı ×1
JNJ Johnson & Johnson Common Stock $4.116 0,94% 25.209 $572 Yukarı ×1
PG Procter & Gamble Company (The) Common Stock $3.840 0,88% 23.183 $-44 Yukarı ×1
VZ Verizon Communications Inc. Common Stock $3.485 0,80% 80.014 $272 Aşağı ×1
VPU Vanguard Utilities ETF $3.428 0,78% 20.102 $261 Yukarı ×1
FBND Fidelity Merrimack Street Trust $3.202 0,73% 70.305 $262 Yukarı ×1
GOOGL Alphabet Inc. - Class A Common Stock $3.091 0,71% 18.433 $-383 Yukarı ×1
COST Costco Wholesale Corporation - Common Stock $3.047 0,70% 3.290 $563 Yukarı ×1
IGLB iShares 10 Year Investment Grade Corporate Bond ETF $2.954 0,68% 59.018 $37 Aşağı ×1
BMY Bristol-Myers Squibb Company Common Stock $2.858 0,65% 46.807 $368 Yukarı ×1
T AT&T Inc. $2.783 0,64% 103.238 $423 Aşağı ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $2.762 0,63% 5.011 $3 Yukarı ×1
MRK Merck & Company, Inc. Common Stock (new) $2.620 0,60% 28.385 $-193 Yukarı ×1
MA Mastercard Incorporated Common Stock $2.614 0,60% 4.809 $95 Yukarı ×1
PFE Pfizer, Inc. Common Stock $2.550 0,58% 97.540 $-14 Yukarı ×1
V Visa Inc. $2.425 0,55% 7.052 $-5 Aşağı ×1
ADP Automatic Data Processing, Inc. - Common Stock $2.408 0,55% 8.056 $56 Yukarı ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2.391 0,55% 4.629 $1.561 Yukarı ×1
META Meta Platforms, Inc. - Class A Common Stock $2.375 0,54% 3.839 $192 Yukarı ×1
IVV iShares Trust $2.353 0,54% 4.080 $-43 Yukarı ×1
IWM iShares Russell 2000 Index Fund $2.280 0,52% 10.918 $-75 Yukarı ×1
VYM Vanguard High Dividend Yield ETF $2.273 0,52% 17.522 $58 Yukarı ×1
IJR iShares Trust $2.269 0,52% 21.003 $-19 Yukarı ×1
GE GE Aerospace Common Stock $2.193 0,50% 10.429 $258 Aşağı ×1
CVX Chevron Corporation Common Stock $2.006 0,46% 12.158 $238 Aşağı ×1
IBM International Business Machines Corporation Common Stock $1.914 0,44% 7.702 $215 Aşağı ×1
ORCL Oracle Corporation Common Stock $1.901 0,43% 12.275 $-138 Yukarı ×1
BINC iShares Flexible Income Active ETF $1.865 0,43% 35.583 $95 Yukarı ×1
SPY SPY $1.817 0,42% 3.164 $416 Yukarı ×1
AXP American Express Company Common Stock $1.743 0,40% 6.272 $430 Yukarı ×1
QQQ Invesco QQQ Trust, Series 1 $1.733 0,40% 3.532 $456 Yukarı ×1
MO Altria Group, Inc. $1.668 0,38% 28.926 $161 Yukarı ×1
NVO Novo Nordisk A/S Common Stock $1.602 0,37% 21.269 $-245 Aşağı ×1
VXUS Vanguard Total International Stock ETF $1.558 0,36% 24.520 $153 Yukarı ×1
PEG Public Service Enterprise Group Incorporated Common Stock $1.542 0,35% 18.503 $-48 Aşağı ×1
MINT PIMCO ETF Trust $1.498 0,34% 14.901 $-51 Aşağı ×1
IWF iShares Russell 1000 Growth Fund $1.401 0,32% 3.707 $-83 Yukarı ×1
CSCO Cisco Systems, Inc. - Common Stock $1.387 0,32% 22.751 $-213 Aşağı ×1
JEPI JPMorgan Equity Premium Income ETF $1.370 0,31% 23.701 $155 Yukarı ×1
DIS Walt Disney Company (The) Common Stock $1.347 0,31% 13.445 $-268 Aşağı ×1
JCPB JPMorgan Core Plus Bond ETF $1.337 0,31% 28.589 $904 Yukarı ×1
TSLA Tesla, Inc. - Common Stock $1.325 0,30% 4.759 $-651 Aşağı ×1
ABBV AbbVie Inc. Common Stock $1.319 0,30% 6.305 $130 Aşağı ×1
WMT Walmart Inc. - Common Stock $1.312 0,30% 15.000 $-41 Yukarı ×1
SYK Stryker Corporation Common Stock $1.281 0,29% 3.423 $56 Yukarı ×1
VIS Vanguard Industrials ETF $1.279 0,29% 5.003 $283 Yukarı ×1
NFLX Netflix, Inc. - Common Stock $1.211 0,28% 1.246 $100
HD Home Depot, Inc. (The) Common Stock $1.207 0,28% 3.319 $49 Yukarı ×1
FISV Fiserv, Inc. - Common Stock $1.190 0,27% 5.366 $103 Yukarı ×1
HON Honeywell International Inc. - Common Stock $1.140 0,26% 5.383 $-85 Aşağı ×1
TJX TJX Companies, Inc. (The) Common Stock $1.127 0,26% 9.424 $42 Yukarı ×1
VTI Vanguard Morningstar Total Stock Market ETF $1.118 0,26% 3.936 $58 Yukarı ×1
GLD SPDR Gold Shares $1.101 0,25% 3.970 $276 Yukarı ×1
AVGO Broadcom Inc. - Common Stock $1.075 0,25% 5.620 $-223 Yukarı ×1
AMGN Amgen Inc. - Common Stock $1.025 0,23% 3.261 $168 Aşağı ×1
MMM 3M Company Common Stock $1.019 0,23% 6.650 $33 Aşağı ×1
PEP PepsiCo, Inc. - Common Stock $1.014 0,23% 6.926 $-80 Aşağı ×1
VOO Vanguard S&P 500 ETF $991 0,23% 1.871 $93 Yukarı ×1
DHR Danaher Corporation Common Stock $977 0,22% 4.589 $-84 Aşağı ×1
MUB iShares Trust $973 0,22% 9.219 $-112 Aşağı ×1
MLPX Global X Funds $911 0,21% 14.039 $61 Yukarı ×1
IVW iShares S&P 500 Growth ETF $895 0,20% 9.219 $-40 Yukarı ×1
ABT Abbott Laboratories Common Stock $889 0,20% 6.985 $29 Aşağı ×1
UPS United Parcel Service, Inc. Common Stock $888 0,20% 7.670 $-210 Aşağı ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $881 0,20% 7.454 $63 Aşağı ×1
CGCB Capital Group Fixed Income ETF Trust $870 0,20% 33.195 $-21 Aşağı ×1
INTU Intuit Inc. - Common Stock $857 0,20% 1.398 $-22
GEV GE Vernova Inc. Common Stock $843 0,19% 2.454 $-53 Aşağı ×1
RSP Invesco Exchange-Traded Fund Trust $842 0,19% 4.794 $149 Yukarı ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $812 0,19% 2.645 $-106 Yukarı ×1
KO Coca-Cola Company (The) Common Stock $811 0,19% 11.766 $77 Aşağı ×1
ISTB iShares Core 1-5 Year USD Bond ETF $804 0,18% 16.685 $-167 Aşağı ×1
BAC Bank of America Corporation Common Stock $803 0,18% 18.645 $-21 Aşağı ×1
SCHF SCHWAB STRATEGIC TRUST $800 0,18% 39.491 $123 Yukarı ×1
PANW Palo Alto Networks, Inc. - Common Stock $799 0,18% 4.326 $-43 Aşağı ×1
MCD McDonald's Corporation Common Stock $795 0,18% 2.600 $35 Aşağı ×1
SCHD SCHWAB STRATEGIC TRUST $786 0,18% 27.994 $212 Yukarı ×1
BR Broadridge Financial Solutions, Inc. Common Stock $785 0,18% 3.328 $33
SCHG SCHWAB STRATEGIC TRUST $784 0,18% 29.832 $-21 Yukarı ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $781 0,18% 14.527 $23 Yukarı ×1
WFC Wells Fargo & Company Common Stock $775 0,18% 10.435 $40 Aşağı ×1
SCHM SCHWAB STRATEGIC TRUST $764 0,17% 28.149 $-49 Aşağı ×1
BIV VANGUARD BOND INDEX FUNDS $760 0,17% 9.997 $61 Yukarı ×1

En büyük yeni yatırımlar

09

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul KıymetDeğerHisse senetleri% portföyün
SUN $518 9.094 0,12%
BSCT $370 20.014 0,08%
AMD $234 2.057 0,05%
VRTX $223 435 0,05%
AEP $220 2.112 0,05%
EQT $216 4.000 0,05%
FENY $212 8.325 0,05%
TXRH $211 1.200 0,05%
COF $209 1.157 0,05%
SDY $207 1.539 0,05%
SCHW $202 2.529 0,05%
AMP $201 395 0,05%
DOV $200 1.078 0,05%
BWLP $188 16.100 0,04%
VIAV $141 12.000 0,03%

En çok hareket edenler (Çeyrekten Çeyreğe)

10
Menkul KıymetEylemHisse ΔDeğer Δ
AAPL Daha fazla aldı +15K -$10K
JPST Daha fazla aldı +56K +$3K
BRK-B (olarak dosyalandı BRKB) Daha fazla aldı +80 +$2K
UNH Daha fazla aldı +3K +$2K
NVDA Daha fazla aldı +13K +$1K
VCIT Daha fazla aldı +11K +$1K
CGXU Daha fazla aldı +24K +$941
CGDV Daha fazla aldı +20K +$916
JCPB Daha fazla aldı +19K +$904
VDE Daha fazla aldı +4K +$759