Portfolio von MASTER'S WEALTH MANAGEMENT INC.
73 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 88.2 % des Aktienteils
Aufteilung nach Branche
- Technologie 2,9 %
- Industrie 2,4 %
- Finanzen 2,3 %
- Basiskonsum 1,2 %
- Energie 0,8 %
- Kommunikation 0,7 %
- Versorger 0,6 %
- Gesundheit 0,5 %
- Immobilien 0,5 %
- Zyklischer Konsum 0,4 %
- Fonds 0,3 %
- Nicht zugeordnet 87,3 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
- US 99,6 %
- NL 0,2 %
- TW 0,1 %
- GB 0,1 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|
| 1 | US | 70 | 230,2 Mio. $ | 99,62 % |
| 2 | NL | 1 | 387.239 $ | 0,17 % |
| 3 | TW | 1 | 285.611 $ | 0,12 % |
| 4 | GB | 1 | 214.954 $ | 0,09 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|
| 1 | Dimensional ETF Trust | 1.938.721 | 75,3 Mio. $ | |
| 2 | Vanguard Scottsdale Funds | 614.592 | 36,6 Mio. $ | |
| 3 | Vanguard Scottsdale Funds | 475.156 | 27,8 Mio. $ | |
| 4 | Dimensional U S Targeted Value ETF | 364.328 | 22,8 Mio. $ | |
| 5 | Dimensional ETF Trust | 584.326 | 21,5 Mio. $ | |
| 6 | Dimensional ETF Trust | 161.810 | 5,8 Mio. $ | |
| 7 | Vanguard Tax-Exempt Bond Index ETF | 106.094 | 5,3 Mio. $ | |
| 8 | Dimensional International Smal | 86.589 | 3,4 Mio. $ | |
| 9 | Apple Inc | 13.177 | 3,3 Mio. $ | |
| 10 | PNC Financial Services Group Inc/The | 10.321 | 2,1 Mio. $ | |
| 11 | Dimensional ETF Trust | 34.910 | 1,5 Mio. $ | |
| 12 | Prologis Inc | 8.475 | 1,1 Mio. $ | |
| 13 | Parker-Hannifin Corp | 1.189 | 1,1 Mio. $ | |
| 14 | Regions Financial Corp | 38.631 | 1 Mio. $ | |
| 15 | Hershey Co/The | 3.574 | 743.017 $ | |
| 16 | Microsoft Corp | 1.979 | 732.457 $ | |
| 17 | Caterpillar Inc | 999 | 707.772 $ | |
| 18 | Snap-on Inc | 1.878 | 682.202 $ | |
| 19 | Lam Research Corp | 3.149 | 672.815 $ | |
| 20 | Phillips 66 | 3.545 | 645.870 $ | |
| 21 | Waste Management Inc | 2.712 | 623.297 $ | |
| 22 | Union Pacific Corp | 2.477 | 600.998 $ | |
| 23 | Verizon Communications Inc | 11.539 | 579.281 $ | |
| 24 | JPMorgan Chase & Co | 1.966 | 578.312 $ | |
| 25 | Home Depot Inc/The | 1.743 | 573.124 $ | |
| 26 | NextEra Energy Inc | 6.115 | 567.974 $ | |
| 27 | Paychex Inc | 6.092 | 561.227 $ | |
| 28 | Broadcom Inc | 1.769 | 547.620 $ | |
| 29 | Alphabet Inc | 1.895 | 545.037 $ | |
| 30 | Procter & Gamble Co/The | 3.528 | 509.619 $ | |
| 31 | American Century ETF Trust | 4.458 | 492.511 $ | |
| 32 | WEC Energy Group Inc | 4.043 | 468.104 $ | |
| 33 | CME Group Inc | 1.571 | 463.958 $ | |
| 34 | ConocoPhillips | 3.471 | 458.168 $ | |
| 35 | Fidelity Covington Trust | 11.683 | 434.608 $ | |
| 36 | Arthur J Gallagher & Co | 1.996 | 432.342 $ | |
| 37 | Kinder Morgan, Inc. | 12.325 | 413.265 $ | |
| 38 | ASML Holding NV | 293 | 387.239 $ | |
| 39 | Johnson & Johnson | 1.507 | 368.487 $ | |
| 40 | Coca-Cola Co/The | 4.743 | 360.678 $ | |
| 41 | Cisco Systems, Inc. | 4.541 | 352.367 $ | |
| 42 | Vanguard S&P 500 ETF | 559 | 334.089 $ | |
| 43 | Northrop Grumman Corp | 486 | 331.871 $ | |
| 44 | Exxon Mobil Corp | 1.908 | 323.670 $ | |
| 45 | General Dynamics Corp | 933 | 320.086 $ | |
| 46 | iShares Core S&P Small-Cap ETF | 2.375 | 295.236 $ | |
| 47 | General Electric Co | 1.033 | 293.039 $ | |
| 48 | Walmart Inc | 2.328 | 289.313 $ | |
| 49 | Morgan Stanley | 1.739 | 286.142 $ | |
| 50 | Taiwan Semiconductor Manufacturing Co Ltd | 845 | 285.611 $ | |
| 51 | CSX Corp | 6.880 | 282.441 $ | |
| 52 | JPMorgan Ultra-Short Income ETF | 5.544 | 280.602 $ | |
| 53 | Aflac Inc | 2.436 | 267.254 $ | |
| 54 | Ferguson Enterprises Inc | 1.116 | 260.276 $ | |
| 55 | Delta Air Lines Inc | 3.913 | 260.124 $ | |
| 56 | International Business Machines Corp. | 1.070 | 259.363 $ | |
| 57 | Merck & Co Inc | 2.071 | 249.078 $ | |
| 58 | Chevron Corp | 1.175 | 243.055 $ | |
| 59 | Meta Platforms Inc | 422 | 241.478 $ | |
| 60 | Deere & Co | 427 | 240.687 $ | |
| 61 | DR Horton Inc | 1.720 | 236.022 $ | |
| 62 | Public Service Enterprise Group Inc | 2.847 | 230.442 $ | |
| 63 | Intuit Inc | 526 | 227.432 $ | |
| 64 | Lamar Advertising Co | 1.775 | 224.862 $ | |
| 65 | Blackrock Inc | 233 | 223.914 $ | |
| 66 | AbbVie Inc | 1.024 | 222.740 $ | |
| 67 | GSK PLC | 3.895 | 214.954 $ | |
| 68 | AT&T Inc | 7.355 | 213.209 $ | |
| 69 | American Electric Power Co Inc | 1.621 | 212.448 $ | |
| 70 | Philip Morris International Inc. | 1.283 | 212.140 $ | |
| 71 | Fulton Financial Corp | 10.045 | 204.310 $ | |
| 72 | Amgen Inc | 574 | 202.030 $ | |
| 73 | MannKind Corp | 10.546 | 25.838 $ | |