$797Million
Ticker | $ Bought |
---|---|
manager directed portfolios | 3,363,730 |
union pac corp | 372,349 |
bank america corp | 273,559 |
norfolk southn corp | 273,255 |
unitedhealth group inc | 256,917 |
meta platforms inc | 248,126 |
target corp | 242,441 |
ishares inc | 238,270 |
Ticker | % Inc. |
---|---|
spdr ser tr | 948 |
spdr ser tr | 294 |
ishares tr | 198 |
ishares tr | 149 |
spdr ser tr | 114 |
ishares tr | 89.53 |
dimensional etf trust | 87.14 |
dimensional etf trust | 68.66 |
Ticker | % Reduced |
---|---|
dimensional etf trust | -48.86 |
american centy etf tr | -26.97 |
vanguard mun bd fds | -23.06 |
tesla inc | -20.03 |
walmart inc | -18.08 |
dimensional etf trust | -17.83 |
ishares tr | -16.34 |
home depot inc | -15.66 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 1.50 | 61,967 | 11,930,500 | added | 3.54 | ||
AAXJ | ishares tr | 4.11 | 311,250 | 32,815,100 | added | 12.02 | ||
AAXJ | ishares tr | 0.10 | 7,959 | 799,959 | unchanged | 0.00 | ||
AAXJ | ishares tr | 0.08 | 7,331 | 667,488 | reduced | -1.73 | ||
AAXJ | ishares tr | 0.03 | 2,177 | 236,009 | unchanged | 0.00 | ||
ACN | accenture plc ireland | 0.04 | 994 | 348,805 | reduced | -0.1 | ||
ADBE | adobe inc | 0.06 | 751 | 448,047 | added | 0.13 | ||
AEMB | american centy etf tr | 1.70 | 234,695 | 13,556,000 | added | 52.98 | ||
AEMB | american centy etf tr | 1.33 | 196,442 | 10,585,100 | added | 0.4 | ||
AEMB | american centy etf tr | 1.29 | 164,715 | 10,293,100 | added | 35.22 | ||
AEMB | american centy etf tr | 1.09 | 96,972 | 8,708,090 | added | 49.21 | ||
AEMB | american centy etf tr | 0.58 | 95,985 | 4,603,080 | reduced | -13.98 | ||
AEMB | american centy etf tr | 0.42 | 59,496 | 3,343,130 | reduced | -5.07 | ||
AEMB | american centy etf tr | 0.08 | 7,634 | 622,553 | unchanged | 0.00 | ||
AEMB | american centy etf tr | 0.04 | 7,782 | 337,045 | reduced | -26.97 | ||
AEMB | american centy etf tr | 0.03 | 4,118 | 232,214 | unchanged | 0.00 | ||
AFL | aflac inc | 0.07 | 6,583 | 543,098 | reduced | -0.02 | ||
AGG | ishares tr | 0.29 | 8,354 | 2,315,560 | added | 198 | ||
AGG | ishares tr | 0.23 | 3,846 | 1,837,430 | added | 3.75 | ||
AGG | ishares tr | 0.18 | 4,815 | 1,459,760 | reduced | -1.33 | ||