Titelia

Portfolio von Wealth Management Nebraska

93 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 81.9 % des Aktienteils

Aufteilung nach Branche

  • Technologie 0,9 %
  • Fonds 0,7 %
  • Finanzen 0,7 %
  • Basiskonsum 0,6 %
  • Industrie 0,3 %
  • Kommunikation 0,2 %
  • Zyklischer Konsum 0,2 %
  • Versorger 0,1 %
  • Energie 0,1 %
  • Nicht zugeordnet 96,2 %

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
1US92906,8 Mio. $99,95 %
2TW1441.363 $0,05 %

Positionen

RangGesellschaftStückeWertGewicht
1State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 5.842.882196 Mio. $
2Avantis US Small Cap Equity ETF 1.089.651120,4 Mio. $
3Avantis US Large Cap Value ETF 937.71375,6 Mio. $
4Dimensional International Value ETF 1.328.12170,1 Mio. $
5Dimensional ETF Trust 835.25459,2 Mio. $
6Avantis International Small Cap Value ETF 565.04456,4 Mio. $
7Dimensional U S Small Cap ETF 750.35753,4 Mio. $
8SPDR Series Trust 544.53141,7 Mio. $
9State Street SPDR Portfolio Ag 1.420.13736,4 Mio. $
10DFA Dimensional US Marketwide Value ETF 706.85334,3 Mio. $
11Dimensional ETF Trust 675.63022,9 Mio. $
12Dimensional International Smal 530.36017,9 Mio. $
13VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 221.95517,6 Mio. $
14Dimensional U S Targeted Value ETF 214.98613,4 Mio. $
15Vanguard Intermediate-Term Corporate Bond ETF 128.02010,6 Mio. $
16Vanguard Total World Stock ETF 60.2658,3 Mio. $
17Avantis International Large Cap Value ETF 72.8155,4 Mio. $
18Berkshire Hathaway Inc 9.2664,4 Mio. $
19iShares Core S&P 500 ETF 6.2054,1 Mio. $
20Alpha Architect 1-3 Month Box 34.6554 Mio. $
21Philip Morris International Inc. 21.1343,5 Mio. $
22SPDR Series Trust 84.5352,5 Mio. $
23INVESCO EXCHANGE-TRADED FUND TRUST II 10.4282,5 Mio. $
24State Street SPDR Portfolio Short Term Treasury ETF 25.4802,4 Mio. $
25iShares Trust 18.3102,3 Mio. $
26Apple Inc 8.1852,1 Mio. $
27Microsoft Corp 5.3112 Mio. $
28Vanguard High Dividend Yield E 12.7861,9 Mio. $
29NVIDIA Corp 9.1121,6 Mio. $
30Walmart Inc 12.2931,5 Mio. $
31State Street SPDR S&P 500 ETF Trust 2.0891,4 Mio. $
32Vanguard Total Stock Market ETF 4.1581,3 Mio. $
33Texas Instruments Inc 6.7731,3 Mio. $
34iShares Core S&P Small-Cap ETF 9.5651,2 Mio. $
35Vanguard S&P 500 ETF 1.8981,1 Mio. $
36Vanguard Mid-Cap ETF 3.7061,1 Mio. $
37Amazon.com Inc 4.549947.420 $
38Invesco QQQ Trust Series 1 1.606927.103 $
39Vanguard Total Bond Market ETF 11.719862.987 $
40Avantis US Equity ETF 7.566841.188 $
41Axon Enterprise Inc 1.933820.926 $
42Mondelez International Inc 13.376770.993 $
43Caterpillar Inc 1.039736.206 $
44Alphabet Inc 2.456706.320 $
45Vanguard Index Funds 3.016655.226 $
46Avantis Core Fixed Income ETF 15.470642.624 $
47Vanguard Mega Cap Growth ETF 1.740639.605 $
48Dimensional Emerging Markets V 17.277618.171 $
49SPDR Gold Shares 1.401602.836 $
50Exxon Mobil Corp 3.420580.355 $
51Dimensional ETF Trust 16.194578.288 $
52Vanguard Bond Index Funds 7.417572.444 $
53Visa Inc 1.858561.652 $
54iShares National Muni Bond ETF 5.207552.723 $
55Meta Platforms Inc 937536.086 $
56Vanguard FTSE Developed Markets ETF 8.358535.581 $
57Vanguard Small-Cap ETF 2.008525.935 $
58Direxion Shares ETF Trust 8.080509.848 $
59Alphabet Inc 1.644471.598 $
60JPMorgan Chase & Co 1.532450.702 $
61Schwab U.S. Large-Cap ETF 15.389448.282 $
62Taiwan Semiconductor Manufacturing Co Ltd 1.306441.363 $
63NextEra Energy Inc 4.707437.186 $
64Southern Co/The 4.494433.818 $
65Hubbell Inc 852418.110 $
66Dimensional ETF Trust 16.615392.945 $
67Broadcom Inc 1.259389.713 $
68Vanguard International Equity Index Funds 7.129385.322 $
69Chevron Corp 1.819376.401 $
70Vanguard Tax-Exempt Bond Index ETF 7.397369.036 $
71SPDR SERIES TRUST 3.833362.528 $
72iShares Trust 1.509330.094 $
73Schwab Strategic Trust 5.976310.653 $
74Eli Lilly & Co 328301.685 $
75iShares ESG Aware MSCI EAFE ETF 3.111297.474 $
76Invesco S&P MidCap Momentum ET 1.954283.369 $
77ProShares Bitcoin ETF 29.331273.074 $
78Fidelity Wise Origin Bitcoin Fund 4.585270.653 $
79Vanguard Growth ETF 606264.695 $
80Bank of America Corp 5.328259.740 $
81Home Depot Inc/The 788259.184 $
82Tesla Inc 691256.879 $
83Equifax Inc 1.399251.918 $
84CSX Corp 5.706234.231 $
85American Express Co 768232.305 $
86Oracle Corp 1.561229.665 $
87Nucor Corp 1.293218.646 $
88Duke Energy Corp 1.661217.569 $
89Constellation Energy Corp. 744207.762 $
90Schwab Strategic Trust 6.798207.339 $
91Fifth Third Bancorp 4.394204.191 $
92Emerson Electric Co. 1.549202.950 $
93QuantumScape Corp 20.989133.910 $