Titelia

Portfolio von New Insight Wealth Advisors

88 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 54 % des Aktienteils

Aufteilung nach Branche

  • Fonds 21,6 %
  • Technologie 10,1 %
  • Zyklischer Konsum 7,4 %
  • Kommunikation 4,9 %
  • Gesundheit 3,0 %
  • Immobilien 2,3 %
  • Finanzen 1,7 %
  • Industrie 0,2 %
  • Basiskonsum 0,1 %
  • Nicht zugeordnet 48,8 %

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 97,7 %
  • TW 2,3 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US87234,4 Mio. $97,67 %
2TW15,6 Mio. $2,33 %

Positionen

RangGesellschaftStückeWertGewicht
1iShares Core S&P 500 ETF 56.97637,2 Mio. $
2Fidelity Total Bond ETF 395.78518,1 Mio. $
3Vanguard Mid-Cap ETF 53.14215,3 Mio. $
4Vanguard Information Technology ETF 15.30010,7 Mio. $
5Invesco S&P 500 Equal Weight ETF 48.0089,2 Mio. $
6iShares Trust 88.6988,9 Mio. $
7Schwab US Dividend Equity ETF 273.1298,4 Mio. $
8Fidelity Covington Trust 143.6207,9 Mio. $
9Amazon.com Inc 35.9507,5 Mio. $
10Alphabet Inc 22.8556,6 Mio. $
11Tesla Inc 16.0206 Mio. $
12Taiwan Semiconductor Manufacturing Co Ltd 16.5295,6 Mio. $
13iShares International Equity Factor ETF 137.7635,4 Mio. $
14Microsoft Corp 13.8145,1 Mio. $
15VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 22.7634,9 Mio. $
16Apple Inc 18.2984,6 Mio. $
17Pfizer Inc 145.9414,1 Mio. $
18Meta Platforms Inc 6.6443,8 Mio. $
19Federal Realty Investment Trust 34.0803,6 Mio. $
20SPDR Series Trust 43.3323,3 Mio. $
21Simon Property Group Inc 17.7683,3 Mio. $
22NVIDIA Corp 17.3743 Mio. $
23Goldman Sachs Group Inc/The 2.9422,5 Mio. $
24Vanguard International Dividend Appreciation ETF 27.5982,4 Mio. $
25Rivian Automotive Inc 146.5642,2 Mio. $
26Invesco Exchange-Traded Fund Trust 27.8962,1 Mio. $
27Ross Stores Inc 9.7732,1 Mio. $
28Realty Income Corp 34.5562,1 Mio. $
29Broadcom Inc 6.6262,1 Mio. $
30Alibaba Group Holding Ltd 15.9122 Mio. $
31VanEck Semiconductor ETF 4.8541,9 Mio. $
32Vanguard Charlotte Funds 38.6041,9 Mio. $
33Vanguard High Dividend Yield E 11.9611,8 Mio. $
34UnitedHealth Group Inc 6.2441,7 Mio. $
35Marvell Technology Inc 16.0621,6 Mio. $
36COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF 85.0431,5 Mio. $
37iShares Trust 18.3991,5 Mio. $
38iShares National Muni Bond ETF 14.1471,5 Mio. $
39WP Carey Inc 21.8671,5 Mio. $
40iShares MSCI USA Min Vol Factor ETF 15.5571,4 Mio. $
41State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 53.4531,3 Mio. $
42Alphabet Inc 4.4571,3 Mio. $
43Nuveen California Quality Muni 99.7351,2 Mio. $
44VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 14.4301,1 Mio. $
45J P Morgan Exchange Traded Fund Trust 19.6611,1 Mio. $
46JPMorgan Ultra-Short Income ETF 16.222820.995 $
47State Street SPDR Portfolio High Yield Bond ETF 34.785811.186 $
48Lululemon Athletica Inc 5.203796.579 $
49AbbVie Inc 3.401739.683 $
50JPMorgan Chase & Co 2.503736.282 $
51iShares Core S&P Mid-Cap ETF 10.384701.232 $
52WisdomTree Trust 11.903625.384 $
53Schwab Strategic Trust 21.118615.167 $
54Vanguard Total Stock Market ETF 1.912613.389 $
55Visa Inc 1.906576.069 $
56Vanguard Tax-Exempt Bond Index ETF 10.143506.034 $
57Healthpeak Properties Inc 30.769505.535 $
58iShares U.S. Financial Services ETF 5.834483.323 $
59Vanguard S&P 500 ETF 792473.545 $
60ServiceNow Inc 4.500470.475 $
61Vanguard Small-Cap ETF 1.579413.572 $
62iShares U.S. Technology ETF 2.237405.837 $
63Uber Technologies Inc 5.642405.829 $
64Salesforce Inc 2.169404.953 $
65Moderna Inc 7.777395.072 $
66Fidelity Covington Trust 7.853393.592 $
67Cisco Systems, Inc. 5.030390.241 $
68Pinterest Inc 20.475375.512 $
69iShares Morningstar Growth ETF 3.902372.563 $
70Eli Lilly & Co 374343.857 $
71WisdomTree US SmallCap Dividen 8.758314.763 $
72AppLovin Corp 766304.868 $
73iShares Core S&P Small-Cap ETF 2.327289.269 $
74Costco Wholesale Corp 286284.541 $
75Vanguard Total Bond Market ETF 3.841282.851 $
76Applied Materials Inc 820280.268 $
77Vanguard Growth ETF 641279.982 $
78iShares Trust 5.405275.385 $
79Palantir Technologies Inc 1.785261.110 $
80VanEck Morningstar Wide Moat ETF 2.635254.805 $
81Invesco QQQ Trust Series 1 415239.681 $
82iShares S&P Mid-Cap 400 Growth ETF 2.355236.960 $
83iShares S&P Small-Cap 600 Growth ETF 1.503217.499 $
84Berkshire Hathaway Inc 448214.682 $
85DoorDash Inc 1.427214.264 $
86Vanguard Mid-Cap Growth ETF 798205.365 $
87Under Armour Inc 23.857138.132 $
88Blend Labs Inc 45.35577.104 $