Consolidated Portfolio Review portfolio

What changed this quarter

12 positions with a change (1 new, 2 added to, 8 trimmed, 1 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vaneck ETF Trust−48%fewer sharesReduced
  0.8% → 0.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• State Str Spdr S&P 500 ETF TSPY41.1%
• iShares Core S&P 500 ETFIVV8.4%
• Invesco QQQ Trust Series 1 ETFQQQ7.8%
• Ishares Bitcoin Trust ETFIBIT5.9%
• iShares Core S&P Midcap ETFIJH5.5%
• Vanguard Ftse Developed ETFVEA4.7%
• Fidelity Wise Origin BitcoinFBTC3.5%
• Vanguard Index FundsVO3.0%
• AlphabetGOOG · GOOGL2.9%
• iShares Core S&P Small-cap E ETFIJR2.6%
• SPDR Gold Shares ETFGLD2.2%
• iShares Core Msci Eafe ETFIEFA1.6%
• Invesco Exchange Traded Fund TRSP1.4%
• Bitwise Bitcoin ETFBITB0.9%
• Atlas Energy SolutionsAESI0.9%
• Roivant SciencesROIV0.8%
• AppleAAPL0.8%
• ASML HoldingASML0.7%
• Vaneck ETF TrustSMH0.7%
• Amazon.comAMZN0.6%
• JPMorgan ChaseJPM0.6%
• Vanguard Index FundsVTI0.5%
• Meta PlatformsMETA0.5%
• iShares Russell 2000 ETFIWM0.5%
• MicrosoftMSFT0.4%
• Vanguard Real Estate ETFVNQ0.4%
• TeslaTSLA0.3%
• Berkshire HathawayBRK/A0.3%
• Vanguard International Equity Index FVWO0.2%
• Vanguard Total International Stock ETFVXUS0.1%
• iShares Russell 3000 ETFIWVunder 0.1%
• iShares Core U.s. Aggregate ETFAGGunder 0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUGunder 0.1%