Means Investment portfolio

What changed this quarter

136 positions with a change (3 new, 25 added to, 90 trimmed, 18 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• J P Morgan Exchange Traded Fund+47%more sharesIncreased
  1.7% → 2.4%

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

• Vanguard S&P 500 ETFVOO18.0%
• Vanguard International Equity Index FVEU7.8%
• Invesco Exchange Traded Fund TXLG7.6%
• AppleAAPL7.0%
• NVIDIANVDA4.2%
• MicrosoftMSFT3.5%
• American Centy ETF TrAVUV3.5%
• Amazon.comAMZN3.4%
• Vanguard World FundMGK3.0%
• iShares Morningstar Mid-cap ETFIMCB3.0%
• AlphabetGOOG · GOOGL2.9%
• J P Morgan Exchange Traded FundJPIE2.4%
• State Street Health Care Select Sector ETFXLV2.1%
• Fidelity Wise Origin BitcoinFBTC1.9%
• J P Morgan Exchange Traded FundJBND1.9%
• Meta PlatformsMETA1.6%
• Vanguard World FundMGV1.5%
• JPMorgan ChaseJPM1.5%
• Lam ResearchLRCX1.2%
• Palantir TechnologiesPLTR1.1%
• Vaneck ETF TrustSMH1.0%
• State Street Financial Select Sector ETFXLF1.0%
• BroadcomAVGO0.8%
• TeslaTSLA0.8%
• Berkshire HathawayBRK/B0.7%
• Berkley W RWRB0.6%
• Pimco Multisector Bond Actv ETFPYLD0.6%
• ChevronCVX0.5%
• Johnson & JohnsonJNJ0.5%
• Bank of AmericaBAC0.4%
• VisaV0.4%
• AbbVieABBV0.4%
• Philip Morris InternationalPM0.4%
• Eli LillyLLY0.4%
• Vanguard High DVD Yield ETFVYM0.4%
• Advanced Micro DevicesAMD0.4%
• Exxon MobilXOM0.4%
• OracleORCL0.4%
• WalmartWMT0.3%
• Micron TechnologyMU0.3%
• MerckMRK0.3%
• State Str Spdr S&P Midcap 40MDY0.3%
• Charles SchwabSCHW0.3%
• iShares U.s. Medical Devices ETFIHI0.3%
• CrowdStrike HoldingsCRWD0.3%
• Goldman Sachs GroupGS0.2%
• Procter & GamblePG0.2%
• iShares S&P 100 ETFOEF0.2%
• RTXRTX0.2%
• TJXTJX0.2%
• Abbott LaboratoriesABT0.2%
• UBER TechnologiesUBER0.2%
• Camden NationalCAC0.2%
• State Str Spdr S&P 500 ETF TSPY0.2%
• NucorNUE0.2%
• iShares Core S&P Small-cap E ETFIJR0.2%
• Cisco SystemsCSCO0.2%
• McDONALD’SMCD0.1%
• BlackstoneBX0.1%
• SalesforceCRM0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• Altria GroupMO0.1%
• CaterpillarCAT0.1%
• J P Morgan Exchange Traded FundJEPI0.1%
• Adams Diversified Equity FundADX0.1%
• CoreWeaveCRWV0.1%
• ShopifySHOP0.1%
• Palo Alto NetworksPANW0.1%
• iShares Core S&P 500 ETFIVV0.1%
• Pimco Dynamic Income FundPDI0.1%
• M&t BankMTB0.1%
• International Business MachinesIBM0.1%
• Coca-ColaKO0.1%
• CamecoCCJ0.1%
• StarbucksSBUX0.1%
• Nextera EnergyNEE0.1%
• Valero EnergyVLO0.1%
• EatonETN0.1%
• Alibaba Group HoldingBABA0.1%
• PepsicoPEP0.1%
• Home DepotHD0.1%
• SnowflakeSNOW0.1%
• IsharesEMXC0.1%
• DeereDE0.1%
• Vanguard International Equity Index FVT0.1%
• Bristol-myers SquibbBMY0.1%
• Phillips 66PSX0.1%
• AmgenAMGN0.1%
• iShares Biotechnology ETFIBB0.1%
• Idexx LaboratoriesIDXX0.1%
• Mondelez InternationalMDLZ0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.1%
• State Street SPDR S&P Biotech ETFXBI0.1%
• ServiceNowNOW0.1%
• Walt DisneyDIS0.1%
• ConocoPhillipsCOP0.1%
• BlackRockBLK0.1%
• NovartisNVS0.1%
• MastercardMA0.1%