Titelia

Portfolio von Buck Wealth Strategies, LLC

156 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 41 % des Aktienteils

Aufteilung nach Branche

  • Fonds 16,0 %
  • Finanzen 7,8 %
  • Technologie 7,2 %
  • Basiskonsum 6,8 %
  • Kommunikation 5,8 %
  • Industrie 5,6 %
  • Gesundheit 5,2 %
  • Zyklischer Konsum 2,6 %
  • Versorger 0,9 %
  • Rohstoffe 0,2 %
  • Energie 0,1 %
  • Nicht zugeordnet 41,9 %

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 %
  • TW 0,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US155786,6 Mio. $99,97 %
2TW1228.299 $0,03 %

Positionen

RangGesellschaftStückeWertGewicht
101Eli Lilly & Co 495455.340 $
102First Trust Exchange-Traded Fund VIII 8.011447.415 $
103Vanguard Small-Cap ETF 1.627426.026 $
104International Business Machines Corp. 1.738421.349 $
105FIRST TRUST EXCHANGE-TRADED FUND VIII 9.527414.925 $
106First Trust Exchange-Traded Fund VIII 9.060407.048 $
107iShares Trust 4.536393.215 $
108First Trust Exchange-Traded Fund VIII 12.590381.735 $
109Costco Wholesale Corp 382380.614 $
110AbbVie Inc 1.727375.536 $
111First Trust Exchange-Traded Fund VIII 6.731368.320 $
112Vanguard Total Stock Market ETF 1.146367.611 $
113Select Sector Spdr Trust 4.337355.559 $
114SPDR Series Trust 4.594351.647 $
115First Trust Exchange-Traded Fund VIII 7.811350.758 $
116First Trust Exchange-Traded Fund VIII 10.400339.747 $
117Schwab US Dividend Equity ETF 11.033338.479 $
118State Street SPDR Portfolio Developed World ex-US ETF 7.296333.082 $
119Vanguard Scottsdale Funds 6.990328.195 $
120Cisco Systems, Inc. 4.172323.686 $
121McDonald's Corp. 1.023317.909 $
122Advanced Micro Devices Inc 1.561317.554 $
123Vanguard Bond Index Funds 4.080314.907 $
124Vanguard Bond Index Funds 4.546312.687 $
125Altria Group, Inc. 4.736312.546 $
126Berkshire Hathaway Inc 637305.250 $
127Robinhood Markets Inc 4.386303.950 $
128Oracle Corp 2.020297.167 $
129State Street SPDR Portfolio Ag 11.513294.963 $
130Mastercard Inc 582290.817 $
131AT&T Inc 9.878286.369 $
132First Trust Exchange-Traded Fund VIII 5.821282.260 $
133First Trust Exchange-Traded Fund VIII 8.400281.232 $
134First Trust Exchange-Traded Fund VIII 8.915278.549 $
135iShares Residential and Multisector Real Estate ETF 3.241269.684 $
136Northrop Grumman Corp 395269.677 $
137First Trust Exchange-Traded Fund VIII 4.935263.508 $
138First Trust Exchange-Traded Fund VIII 5.230260.036 $
139Kinder Morgan, Inc. 7.587254.384 $
140First Trust Exchange-Traded Fund VIII 5.783254.230 $
141First Trust Exchange-Traded Fund VIII 4.497254.094 $
142PGIM ETF Trust 4.922243.623 $
143Philip Morris International Inc. 1.470243.131 $
144iShares High Yield Muni Active ETF 5.030241.346 $
145First Trust Exchange-Traded Fund VIII 7.180234.889 $
146Lam Research Corp 1.086232.035 $
147American Electric Power Co Inc 1.766231.487 $
148Vanguard S&P 500 ETF 385230.105 $
149Taiwan Semiconductor Manufacturing Co Ltd 676228.299 $
150iShares 0-5 Year High Yield Corporate Bond ETF 5.384227.808 $
151Intuitive Surgical Inc 490225.885 $
152First Trust Exchange-Traded Fund VIII 6.366215.638 $
153First Trust Exchange-Traded Fund VIII 6.230213.688 $
154General Electric Co 742210.600 $
155First Trust Exchange-Traded Fund VIII 3.982200.733 $
156Invesco Preferred ETF 10.065109.508 $