Titelia

Portfolio von XY Planning Network, Inc.

215 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 38.4 % des Aktienteils

Aufteilung nach Branche

  • Fonds 12,3 %
  • Technologie 3,0 %
  • Finanzen 1,8 %
  • Kommunikation 0,8 %
  • Basiskonsum 0,7 %
  • Zyklischer Konsum 0,6 %
  • Gesundheit 0,5 %
  • Industrie 0,4 %
  • Energie 0,3 %
  • Versorger 0,2 %
  • Nicht zugeordnet 79,4 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 100,0 %
  • GB 0,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US214516,7 Mio. $99,96 %
2GB1213.305 $0,04 %

Positionen

RangGesellschaftStückeWertGewicht
101Vanguard Index Funds 5.123945.933 $
102iShares Core MSCI EAFE ETF 10.214938.729 $
103Caterpillar Inc 1.256917.290 $
104iShares Trust 18.381916.477 $
105J P Morgan Exchange Traded Fund Trust 16.091907.720 $
106Vanguard Information Technology ETF 1.271898.383 $
107JPMorgan Ultra-Short Income ETF 17.091862.076 $
108iShares Trust 19.601859.509 $
109Duke Energy Corp 6.508851.930 $
110Wisdomtree Trust 21.059849.961 $
111iShares Short-Term National Muni Bond ETF 7.897840.089 $
112iShares Trust 36.161825.556 $
113Vanguard Index Funds 2.708825.453 $
114State Street SPDR Portfolio Short Term Treasury ETF 28.348824.643 $
115State Street Health Care Select Sector SPDR ETF 5.529816.749 $
116iShares Trust 9.862811.840 $
117State Street SPDR Portfolio Emerging Markets ETF 17.180808.663 $
118iShares ESG Aware MSCI USA ETF 5.610799.088 $
119iShares Core MSCI Emerging Markets ETF 11.329796.182 $
120iShares Trust 3.544761.747 $
121PIMCO Multisector Bond Active 28.999758.614 $
122Vanguard High Dividend Yield E 5.045746.366 $
123Global X Funds 10.061739.282 $
124Vanguard Large-Cap ETF 2.419728.227 $
125JPMorgan Chase & Co 2.459726.267 $
126Berkshire Hathaway Inc 1716.258 $
127Altria Group, Inc. 10.863711.332 $
128SPDR Series Trust 7.775710.671 $
129Schwab Intermediate-Term U.S. Treasury ETF 27.413680.123 $
130Costco Wholesale Corp 665662.719 $
131Visa Inc 2.186652.440 $
132State Street Multi-Asset Real Return ETF 17.710639.331 $
133Alpha Architect International 15.614639.311 $
134SPDR Gold Shares 1.427624.769 $
135Pacer Trendpilot US Large Cap 11.574609.140 $
136iShares Trust 6.399608.161 $
137Philip Morris International Inc. 3.764592.221 $
138PIMCO ETF Trust 6.403589.221 $
139Chevron Corp 2.870566.503 $
140ISHARES U S ETF TR 10.768545.507 $
141Vanguard Short-term Bond Etf 6.904539.617 $
142Procter & Gamble Co/The 3.710534.574 $
143Home Depot Inc/The 1.613531.530 $
144Vanguard Index Funds 2.436531.394 $
145Freedom 100 Emerging Markets E 9.273517.821 $
146Meta Platforms Inc 874506.512 $
147McDonald's Corp. 1.492458.477 $
148Wells Fargo & Co 5.579449.530 $
149Waste Management Inc 1.942448.602 $
150Wisdomtree Trust 4.654439.503 $
151Dimensional ETF Trust 12.355421.674 $
152Janus Detroit Street Trust 8.371421.647 $
153iShares Trust 9.747415.612 $
154Vanguard Scottsdale Funds 6.917410.224 $
155iShares Core U.S. Aggregate Bond ETF 4.127408.568 $
156Deere & Co 712406.404 $
157iShares iBoxx USD Investment Grade Corporate Bond ETF 3.657397.317 $
158Schwab U.S. REIT ETF 18.247393.777 $
159iShares Trust 3.023389.332 $
160Oracle Corp 2.678388.926 $
161iShares Trust 1.074385.831 $
162Vanguard Real Estate ETF 4.318384.430 $
163iShares Russell Mid-Cap Value 2.602381.739 $
164VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1.751377.656 $
165Avantis Emerging Markets Value ETF 6.187372.024 $
166Vanguard Small-Cap ETF 1.335351.668 $
167State Street Utilities Select Sector SPDR ETF 7.572349.145 $
168Tesla Inc 909346.565 $
169First Trust Exchange-Traded Fund VIII 8.396343.732 $
170Morgan Stanley 2.060342.310 $
171State Street SPDR S&P MidCap 400 ETF Trust 534332.036 $
172BlackRock ETF Trust 7.861328.040 $
173iMGP DBi Managed Futures Strat 10.833327.265 $
174iShares MSCI EAFE ETF 3.300325.413 $
175Invesco BulletShares 2030 Corp 19.265322.206 $
176Invesco Bulletshares 2031 Corp 19.536321.657 $
177iShares MSCI USA Momentum Factor ETF 1.290316.406 $
178iShares MSCI EAFE Growth ETF 2.739311.424 $
179State Street DoubleLine Short 6.562308.153 $
180TRP GROWTH STOCK ETF 7.428304.133 $
181SPDR SERIES TRUST 3.204303.351 $
182ETF Series Solutions 7.168302.405 $
183American Express Co 998300.850 $
184State Street SPDR Portfolio S& 3.760299.522 $
185iShares Russell Top 200 Growth 1.175294.925 $
186Ishares Gold Trust 3.266292.895 $
187AbbVie Inc 1.329285.657 $
188FIDELITY COVINGTON TRUST 1.339282.141 $
189SPDR Series Trust 12.331275.351 $
190Eli Lilly & Co 284271.145 $
191Merck & Co Inc 2.234270.016 $
192iShares U.S. Technology ETF 1.437265.012 $
193iShares Bitcoin Trust ETF 6.754260.975 $
194iShares Trust 2.576258.218 $
195Vanguard Emerging Markets Government Bond ETF 3.902255.971 $
196JPMorgan Income ETF 5.523253.496 $
197McKesson Corp 290253.260 $
198Vanguard Scottsdale Funds 5.129240.191 $
199Coca-Cola Co/The 3.132238.290 $
200Verizon Communications Inc 4.770235.576 $