Anderson Hoagland portfolio

What changed this quarter

95 positions with a change (11 new, 43 added to, 28 trimmed, 13 sold). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• iShares Treasury Floating RA ETF+245%more sharesIncreased
  0.5% → 1.7%
• Vanguard Instl Index Fund+32%more sharesIncreased
  2.2% → 2.9%

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

• NVIDIANVDA4.5%
• Vanguard US Multifactor ETFVFMF4.5%
• iShares Gold Trust ETFIAU4.5%
• MicrosoftMSFT4.4%
• IsharesEMXC4.3%
• iShares Russell 2000 ETFIWM3.7%
• Amazon.comAMZN3.6%
• Vanguard Mrngstar GR ETF-sui ETFVUG3.3%
• Vanguard U.s. Value Factor ETFVFVA3.1%
• Vanguard Instl Index FundVBIL2.9%
• Eli LillyLLY2.4%
• Vanguard Short-term Treasury ETFVGSH2.2%
• Vanguard Ftse Developed ETFVEA2.1%
• Vanguard US Minimum Volatili ETFVFMV2.0%
• iShares Msci USA Min Vol FAC ETFUSMV2.0%
• JPMorgan ChaseJPM2.0%
• American Centy ETF TrAVUS1.9%
• Vanguard International Equity Index FVGK1.8%
• iShares Treasury Floating RA ETFTFLO1.7%
• Vanguard US Momentum Factor ETFVFMO1.7%
• VisaV1.4%
• iShares Core S&P 500 ETFIVV1.4%
• iShares Msci USA Momentum FA ETFMTUM1.2%
• iShares Core Msci Eafe ETFIEFA1.2%
• iShares Msci Eafe Min Vol FA ETFEFAV1.1%
• Sumitomo Mitsui Financial GroupSMFG1.1%
• IsharesEEMV1.0%
• Vanguard International Equity Index FVWO1.0%
• Bank of AmericaBAC1.0%
• iShares Msci Japan Value ETFEWJV0.9%
• GE AerospaceGE0.9%
• American Centy ETF TrAVLV0.8%
• iShares Short-term National ETFSUB0.8%
• International Business MachinesIBM0.8%
• CumminsCMI0.8%
• American Centy ETF TrAVES0.7%
• Exxon MobilXOM0.7%
• Palo Alto NetworksPANW0.7%
• GE VernovaGEV0.7%
• CaterpillarCAT0.7%
• Vanguard Tax-exempt Bond ETFVTEB0.7%
• Vertex PharmaceuticalsVRTX0.6%
• CitigroupC0.6%
• iShares Msci USA Value Facto ETFVLUE0.6%
• American Centy ETF TrAVDV0.6%
• SnowflakeSNOW0.5%
• Freeport-McMoRanFCX0.5%
• iShares 0-3 Month Treasury B ETFSGOV0.5%
• ASML HoldingASML0.5%
• WisdomTree Floating Rate TRE ETFUSFR0.5%
• Vanguard Index FundsVO0.5%
• iShares Msci Europe Financia ETFEUFN0.4%
• Schwab U.s. Tips ETFSCHP0.4%
• General MotorsGM0.4%
• Johnson & JohnsonJNJ0.4%
• Idexx LaboratoriesIDXX0.4%
• SoFi TechnologiesSOFI0.4%
• American Centy ETF TrAVIV0.4%
• Vanguard Short-term Tips ETFVTIP0.4%
• Comfort Systems USAFIX0.4%
• Quanta ServicesPWR0.4%
• 3mMMM0.4%
• American Centy ETF TrAVDE0.4%
• Mueller IndustriesMLI0.4%
• CamecoCCJ0.4%
• iShares Biotechnology ETFIBB0.4%
• WalmartWMT0.4%
• Gilead SciencesGILD0.3%
• Vanguard Long-term Treasury ETFVGLT0.3%
• Reinsurance Group of AmericaRGA0.3%
• UBER TechnologiesUBER0.3%
• iShares 10-20 Year Treasury ETFTLH0.3%
• BroadcomAVGO0.3%
• AlphabetGOOG0.3%
• State Street SPDR S&P Regional Bank ETFKRE0.3%
• Delta Air LinesDAL0.3%
• SLBSLB0.3%
• Walt DisneyDIS0.3%
• Vanguard Index FundsVTI0.3%
• Space Exploration TechnologiesSPCX0.3%
• Southwest AirlinesLUV0.3%
• American Centy ETF TrAVTM0.3%
• NetflixNFLX0.3%
• AonAON0.3%
• Range ResourcesRRC0.2%
• EQTEQT0.2%
• TE ConnectivityTEL0.2%
• StrykerSYK0.2%
• Interactive Brokers GroupIBKR0.2%
• Vanguard Instl Index FundVGUS0.2%
• BancorpTBBK0.2%
• iShares National Muni Bond E ETFMUB0.2%
• Cheniere EnergyLNG0.2%
• AbbVieABBV0.2%
• Vanguard World FundMGK0.2%
• Dutch BrosBROS0.2%
• iShares US Treasury Bond ETFGOVT0.1%
• Schwab Short-term US Treas ETFSCHO0.1%
• iShares S&P Mid-cap 400 Grow ETFIJK0.1%
• Vanguard International Equity Index FVEU0.1%