Smartleaf Asset Management portfolio

What changed this quarter

26 positions with a change (15 trimmed, 11 sold); also, 37 exited through an acquisition or merger. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vanguard Mrngstar GR ETF-sui ETF−83%fewer sharesReduced
  0.8% → 0.1%

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

• Dimensional ETF TrustDFUS4.9%
• iShares Core S&P 500 ETFIVV3.4%
• Dimensional ETF TrustDFAT3.4%
• AppleAAPL2.9%
• NVIDIANVDA2.3%
• Dimensional ETF TrustDFAC2.3%
• Vanguard International Equity Index FVWO2.1%
• Dimensional ETF TrustDFIV1.9%
• AlphabetGOOGL · GOOG1.8%
• iShares Core U.s. Aggregate ETFAGG1.8%
• iShares Core Msci Eafe ETFIEFA1.7%
• Dimensional ETF TrustDFUV1.5%
• MicrosoftMSFT1.4%
• Vanguard S&P 500 ETFVOO1.3%
• Dimensional ETF TrustDFAI1.3%
• Vanguard World FundMGV1.2%
• Amazon.comAMZN1.1%
• Vanguard Intermediate-term T ETFVGIT0.9%
• BroadcomAVGO0.8%
• Vanguard Total Bond Market ETFBND0.8%
• Micron TechnologyMU0.7%
• Vanguard International Equity Index FVT0.7%
• Dimensional ETF TrustDISV0.7%
• Meta PlatformsMETA0.6%
• JPMorgan ChaseJPM0.6%
• American Centy ETF TrAVUV0.6%
• WisdomTree US Quality Growth ETFQGRW0.6%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.6%
• Berkshire HathawayBRK/B0.6%
• WisdomTree U.s. Quality Divi ETFDGRW0.6%
• Eli LillyLLY0.6%
• Capital Group Core BalancedCGBL0.5%
• TeslaTSLA0.5%
• Vanguard Index FundsVTI0.5%
• Capital Group Dividend GroweCGDG0.5%
• First Tr Exchng Traded Fund VIUCON0.5%
• Johnson & JohnsonJNJ0.5%
• Dimensional ETF TrustDFAS0.4%
• Ssga Active ETF TrRLY0.4%
• Capital Group Global EquityCGGE0.4%
• Putnam ETF TrustPVAL0.4%
• Lam ResearchLRCX0.4%
• IsharesIEMG0.4%
• Advanced Micro DevicesAMD0.4%
• Vanguard Short-term Bond ETFBSV0.4%
• Applied MaterialsAMAT0.4%
• Capital GRP Fixed Incm ETF TCGMS0.4%
• Vanguard Russell 1000 Growth ETFVONG0.4%
• Vanguard Most Sm-cap ETF-usd ETFVB0.4%
• iShares Core US Reit ETFUSRT0.4%
• Capital Group Growth ETFCGGR0.4%
• Vanguard Ftse Developed ETFVEA0.4%
• WisdomTree Yield Enhanced US ETFAGGY0.4%
• Schwab US Large-cap Growth ETFSCHG0.3%
• VisaV0.3%
• Nano LabsNA0.3%
• Capital Group Core Equity ETCGUS0.3%
• Capital Group GBL Growth EQTCGGO0.3%
• J P Morgan Exchange Traded FundJEPQ0.3%
• State Street SPDR Nyse Tech ETFXNTK0.3%
• Costco WholesaleCOST0.3%
• Dimensional ETF Trust0.3%
• Vanguard Tax-exempt Bond ETFVTEB0.3%
• AbbVieABBV0.3%
• iShares MBS ETFMBB0.3%
• WalmartWMT0.3%
• Capital GRP Fixed Incm ETF TCGCB0.3%
• Vanguard Short-term Treasury ETFVGSH0.3%
• Exxon MobilXOM0.3%
• Vanguard Mortgage-backed Sec ETFVMBS0.3%
• Vanguard Index FundsVBR0.3%
• CaterpillarCAT0.3%
• Cisco SystemsCSCO0.3%
• Vanguard Total International Bond ETFBNDX0.3%
• IntelINTC0.3%
• J P Morgan Exchange Traded FundJEPI0.2%
• STE Str SPDR PT S&P 500 ETFSPYM0.2%
• Capital Group Dividend ValueCGDV0.2%
• First Trust Rising Dividend ETFRDVY0.2%
• State Street SPDR P S&P 500 Growth ETFSPYG0.2%
• iShares Broad USD Investment ETFUSIG0.2%
• MastercardMA0.2%
• Schwab US DVD Equity ETFSCHD0.2%
• Goldman Sachs GroupGS0.2%
• Capital GRP Fixed Incm ETF TCGCP0.2%
• Procter & GamblePG0.2%
• iShares S&P 500 Growth ETFIVW0.2%
• Bank of AmericaBAC0.2%
• ChevronCVX0.2%
• ASML HoldingASML0.2%
• State Str Spdr S&P 500 ETF TSPY0.2%
• iShares National Muni Bond E ETFMUB0.2%
• Coca-ColaKO0.2%
• Fidelity Emrg Mrkt Multifact ETFFDEM0.2%
• Vanguard Int High DVD YLD In ETFVYMI0.2%
• Home DepotHD0.2%
• Dimensional ETF TrustDFAX0.2%
• iShares US Treasury Bond ETFGOVT0.2%
• STE Str SPDR PT DW EU ETFSPDW0.2%