Titelia

Portefeuille de Buck Wealth Strategies, LLC

156 positions déclarées · au 31 mars 2026

Document d'origine · Dix premières lignes : 41 % de la poche actions

Répartition par secteur

  • Fonds 16,0 %
  • Finance 7,8 %
  • Technologie 7,2 %
  • Consommation de base 6,8 %
  • Communication 5,8 %
  • Industrie 5,6 %
  • Santé 5,2 %
  • Consommation cyclique 2,6 %
  • Services publics 0,9 %
  • Matériaux 0,2 %
  • Énergie 0,1 %
  • Non attribué 41,9 %

Classification Titelia, société par société. La part non attribuée reste affichée.

Répartition par devise

  • USD 100,0 %

Devise de cotation de chaque ligne, telle que déclarée.

Répartition par pays

  • US 100,0 %
  • TW 0,0 %

Parts calculées sur la poche actions.

RangPaysLignesValeurPart
1US155786,6 M $99,97 %
2TW1228,3 k $0,03 %

Positions

RangSociétéTitresValeurPoids
101Eli Lilly & Co 495455,3 k $
102First Trust Exchange-Traded Fund VIII 8 011447,4 k $
103Vanguard Small-Cap ETF 1 627426 k $
104International Business Machines Corp. 1 738421,3 k $
105FIRST TRUST EXCHANGE-TRADED FUND VIII 9 527414,9 k $
106First Trust Exchange-Traded Fund VIII 9 060407 k $
107iShares Trust 4 536393,2 k $
108First Trust Exchange-Traded Fund VIII 12 590381,7 k $
109Costco Wholesale Corp 382380,6 k $
110AbbVie Inc 1 727375,5 k $
111First Trust Exchange-Traded Fund VIII 6 731368,3 k $
112Vanguard Total Stock Market ETF 1 146367,6 k $
113Select Sector Spdr Trust 4 337355,6 k $
114SPDR Series Trust 4 594351,6 k $
115First Trust Exchange-Traded Fund VIII 7 811350,8 k $
116First Trust Exchange-Traded Fund VIII 10 400339,7 k $
117Schwab US Dividend Equity ETF 11 033338,5 k $
118State Street SPDR Portfolio Developed World ex-US ETF 7 296333,1 k $
119Vanguard Scottsdale Funds 6 990328,2 k $
120Cisco Systems, Inc. 4 172323,7 k $
121McDonald's Corp. 1 023317,9 k $
122Advanced Micro Devices Inc 1 561317,6 k $
123Vanguard Bond Index Funds 4 080314,9 k $
124Vanguard Bond Index Funds 4 546312,7 k $
125Altria Group, Inc. 4 736312,5 k $
126Berkshire Hathaway Inc 637305,3 k $
127Robinhood Markets Inc 4 386304 k $
128Oracle Corp 2 020297,2 k $
129State Street SPDR Portfolio Ag 11 513295 k $
130Mastercard Inc 582290,8 k $
131AT&T Inc 9 878286,4 k $
132First Trust Exchange-Traded Fund VIII 5 821282,3 k $
133First Trust Exchange-Traded Fund VIII 8 400281,2 k $
134First Trust Exchange-Traded Fund VIII 8 915278,5 k $
135iShares Residential and Multisector Real Estate ETF 3 241269,7 k $
136Northrop Grumman Corp 395269,7 k $
137First Trust Exchange-Traded Fund VIII 4 935263,5 k $
138First Trust Exchange-Traded Fund VIII 5 230260 k $
139Kinder Morgan, Inc. 7 587254,4 k $
140First Trust Exchange-Traded Fund VIII 5 783254,2 k $
141First Trust Exchange-Traded Fund VIII 4 497254,1 k $
142PGIM ETF Trust 4 922243,6 k $
143Philip Morris International Inc. 1 470243,1 k $
144iShares High Yield Muni Active ETF 5 030241,3 k $
145First Trust Exchange-Traded Fund VIII 7 180234,9 k $
146Lam Research Corp 1 086232 k $
147American Electric Power Co Inc 1 766231,5 k $
148Vanguard S&P 500 ETF 385230,1 k $
149Taiwan Semiconductor Manufacturing Co Ltd 676228,3 k $
150iShares 0-5 Year High Yield Corporate Bond ETF 5 384227,8 k $
151Intuitive Surgical Inc 490225,9 k $
152First Trust Exchange-Traded Fund VIII 6 366215,6 k $
153First Trust Exchange-Traded Fund VIII 6 230213,7 k $
154General Electric Co 742210,6 k $
155First Trust Exchange-Traded Fund VIII 3 982200,7 k $
156Invesco Preferred ETF 10 065109,5 k $