Mga Batayang Estadistika
Nilai Portofolio $ 162,860,092
Posisi Saat Ini 121
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Panoramic Investment Advisors, Llc telah mengungkapkan total kepemilikan 121 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 162,860,092 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Panoramic Investment Advisors, Llc adalah SPDR Series Trust - SPDR Portfolio S&P 500 ETF (US:SPLG) , Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF (US:SCHV) , Vanguard Malvern Funds - Core Plus Bond Fund (US:VPLS) , Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (US:SCHG) , and iShares Trust - iShares MSCI USA Quality Factor ETF (US:QUAL) . Posisi baru Panoramic Investment Advisors, Llc meliputi: Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (US:GSEW) , Costco Wholesale Corporation (US:COST) , Vanguard Index Funds - Vanguard Value ETF (US:VIVA.X) , Target Corporation (US:TGT) , and Palantir Technologies Inc. (US:PLTR) .

Panoramic Investment Advisors, Llc - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.32 23.17 14.2243 1.6787
0.08 4.01 2.4624 0.8036
0.01 4.18 2.5655 0.5492
0.01 0.84 0.5149 0.5149
0.01 2.00 1.2264 0.3873
0.16 4.68 2.8730 0.3468
0.04 3.72 2.2836 0.3461
0.00 0.54 0.3343 0.3343
0.02 2.67 1.6389 0.3271
0.05 3.24 1.9872 0.3048
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.07 5.66 3.4737 -1.7274
0.13 3.56 2.1853 -0.7079
0.01 2.97 1.8254 -0.4357
0.01 2.08 1.2774 -0.4308
0.00 0.36 0.2201 -0.2597
0.03 3.16 1.9379 -0.2472
0.02 1.87 1.1486 -0.2297
0.00 0.23 0.1433 -0.2174
0.02 2.02 1.2417 -0.1871
0.02 0.38 0.2340 -0.1766
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-07 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.32 12.79 23.17 24.68 14.2243 1.6787
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.21 5.27 5.70 9.60 3.4988 -0.0119
VPLS / Vanguard Malvern Funds - Core Plus Bond Fund 0.07 -26.79 5.66 -26.56 3.4737 -1.7274
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.16 7.21 4.68 25.05 2.8730 0.3468
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.03 -2.97 4.67 3.80 2.8686 -0.1700
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 18.34 4.18 39.92 2.5655 0.5492
GOOG / Alphabet Inc. 0.02 -2.02 4.07 11.24 2.4989 0.0288
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.08 63.19 4.01 63.27 2.4624 0.8036
FBTC / Fidelity Wise Origin Bitcoin Fund 0.04 -0.76 3.72 29.63 2.2836 0.3461
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.13 -12.37 3.56 -16.95 2.1853 -0.7079
IBIT / iShares Bitcoin Trust ETF 0.05 -0.67 3.24 29.91 1.9872 0.3048
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.03 -8.50 3.16 -2.47 1.9379 -0.2472
QQQ / Invesco QQQ Trust, Series 1 0.01 -0.31 3.05 17.29 1.8706 0.1167
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.02 0.30 2.99 3.67 1.8375 -0.1113
BRK.B / Berkshire Hathaway Inc. 0.01 -2.67 2.97 -11.23 1.8254 -0.4357
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.05 1.64 2.87 1.13 1.7626 -0.1541
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.09 1.45 2.75 2.96 1.6886 -0.1150
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -6.25 2.70 3.61 1.6577 -0.1015
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.93 2.69 11.53 1.6523 0.0234
IYW / iShares Trust - iShares U.S. Technology ETF 0.02 11.35 2.67 37.44 1.6389 0.3271
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.03 6.03 2.61 16.98 1.6037 0.0965
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.09 0.93 2.08 11.71 1.2775 0.0200
AAPL / Apple Inc. 0.01 -10.97 2.08 -17.75 1.2774 -0.4308
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.02 -1.43 2.02 -4.44 1.2417 -0.1871
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -1.33 2.01 20.64 1.2353 0.1096
NVDA / NVIDIA Corporation 0.01 10.26 2.00 60.79 1.2264 0.3873
GOOGL / Alphabet Inc. 0.01 -0.85 1.92 13.00 1.1798 0.0316
META / Meta Platforms, Inc. 0.00 1.61 1.91 30.14 1.1752 0.1821
MAXJ / iShares Trust - iShares Large Cap Max Buffer Jun ETF 0.07 -0.58 1.88 6.05 1.1529 -0.0425
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.02 0.98 1.87 -8.38 1.1486 -0.2297
MSFT / Microsoft Corporation 0.00 -11.78 1.80 16.91 1.1045 0.0655
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.06 12.33 1.80 20.23 1.1027 0.0945
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.02 0.84 1.77 5.74 1.0858 -0.0433
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.07 11.60 1.67 20.48 1.0227 0.0895
QQH / Northern Lights Fund Trust III - HCM Defender 100 Index ETF 0.02 -9.79 1.66 4.28 1.0182 -0.0554
ABT / Abbott Laboratories 0.01 -7.46 1.65 -5.13 1.0111 -0.1606
AMZN / Amazon.com, Inc. 0.01 0.81 1.51 16.27 0.9260 0.0500
LGH / Northern Lights Fund Trust III - HCM Defender 500 Index ETF 0.03 -10.16 1.49 1.29 0.9152 -0.0784
IDV / iShares Trust - iShares International Select Dividend ETF 0.03 -2.25 1.16 8.73 0.7116 -0.0080
SCHW / The Charles Schwab Corporation 0.01 0.00 1.14 16.51 0.7021 0.0397
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.02 0.26 1.08 11.55 0.6647 0.0094
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 0.05 0.57 1.00 4.28 0.6143 -0.0336
PEP / PepsiCo, Inc. 0.01 -1.39 0.95 -13.19 0.5826 -0.1551
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund 0.01 1.66 0.92 5.14 0.5650 -0.0264
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.01 -11.54 0.91 -5.19 0.5611 -0.0897
EVSM / Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 0.02 16.99 0.87 17.25 0.5347 0.0337
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.01 0.84 0.5149 0.5149
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF 0.01 -2.72 0.82 0.74 0.5043 -0.0463
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.01 7.10 0.74 12.50 0.4536 0.0103
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.01 -0.56 0.71 8.09 0.4353 -0.0075
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.00 0.68 4.93 0.4182 -0.0201
APDOL / MidCap Financial Investment Corporation 0.05 0.00 0.68 -1.89 0.4156 -0.0501
WELL / Welltower Inc. 0.00 -6.59 0.65 -6.31 0.4014 -0.0695
GLD / SPDR Gold Trust 0.00 33.55 0.62 41.42 0.3800 0.0842
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -2.60 0.61 7.76 0.3755 -0.0075
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.01 -1.32 0.61 0.00 0.3750 -0.0371
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 51.10 0.60 58.93 0.3665 0.1128
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.01 0.69 0.58 15.34 0.3561 0.0168
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.01 0.81 0.57 -1.73 0.3496 -0.0417
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF 0.01 0.00 0.56 0.00 0.3457 -0.0339
COST / Costco Wholesale Corporation 0.00 0.54 0.3343 0.3343
OCTT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Oct ETF 0.01 0.00 0.53 7.71 0.3266 -0.0064
AVGO / Broadcom Inc. 0.00 -16.01 0.51 38.32 0.3126 0.0640
XOM / Exxon Mobil Corporation 0.00 0.06 0.51 -9.30 0.3119 -0.0662
CRWD / CrowdStrike Holdings, Inc. 0.00 27.70 0.49 84.64 0.3027 0.1223
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 -13.91 0.49 -8.32 0.2980 -0.0592
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 -34.59 0.48 -30.55 0.2966 -0.1725
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.00 0.57 0.46 0.65 0.2850 -0.0264
JANT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Jan ETF 0.01 0.00 0.46 7.51 0.2813 -0.0064
MSTR / Strategy Inc 0.00 0.46 0.2805 0.2805
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.01 0.00 0.45 0.89 0.2774 -0.0250
IHI / iShares Trust - iShares U.S. Medical Devices ETF 0.01 -0.55 0.45 3.49 0.2736 -0.0171
IAU / iShares Gold Trust 0.01 0.63 0.43 6.25 0.2615 -0.0087
VIVA.X / Vanguard Index Funds - Vanguard Value ETF 0.00 0.40 0.2455 0.2455
SILA / Sila Realty Trust, Inc. 0.02 -29.28 0.38 -37.34 0.2340 -0.1766
JUNT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Jun ETF 0.01 0.00 0.38 8.05 0.2310 -0.0045
ETN / Eaton Corporation plc 0.00 0.00 0.37 31.54 0.2256 0.0367
JPM / JPMorgan Chase & Co. 0.00 0.00 0.36 18.42 0.2211 0.0154
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -51.14 0.36 -49.58 0.2201 -0.2597
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 -7.47 0.36 -6.56 0.2186 -0.0393
AHR / American Healthcare REIT, Inc. 0.01 -26.59 0.36 -10.78 0.2186 -0.0514
TSLA / Tesla, Inc. 0.00 5.12 0.35 28.73 0.2124 0.0311
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 0.00 0.34 30.15 0.2098 0.0326
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 0.67 0.34 -7.63 0.2086 -0.0395
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.01 0.22 0.34 10.86 0.2074 0.0018
TGT / Target Corporation 0.00 0.33 0.2055 0.2055
O / Realty Income Corporation 0.01 -4.98 0.32 -5.54 0.1993 -0.0330
FSK / FS KKR Capital Corp. 0.02 -15.50 0.32 -16.28 0.1992 -0.0625
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.00 0.00 0.32 1.28 0.1947 -0.0173
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -9.49 0.31 -15.07 0.1907 -0.0561
APRT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Apr ETF 0.01 0.00 0.30 5.73 0.1814 -0.0070
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 0.55 0.29 3.60 0.1774 -0.0104
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF 0.00 -4.29 0.29 1.77 0.1773 -0.0140
OCTW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF 0.01 0.00 0.28 5.32 0.1704 -0.0074
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF 0.01 -4.47 0.28 -3.85 0.1693 -0.0240
HIGH / Simplify Exchange Traded Funds - Simplify Enhanced Income ETF 0.01 7.11 0.27 18.18 0.1681 0.0118
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -1.22 0.27 -9.03 0.1676 -0.0345
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.00 -11.11 0.27 -0.74 0.1657 -0.0178
PLTR / Palantir Technologies Inc. 0.00 0.26 0.1621 0.1621
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.00 -11.01 0.26 -1.87 0.1616 -0.0194
LMT / Lockheed Martin Corporation 0.00 -15.58 0.25 -12.24 0.1541 -0.0395
FSCO / FS Credit Opportunities Corp. 0.03 -21.48 0.24 -18.92 0.1474 -0.0531
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.00 -3.27 0.24 -1.65 0.1462 -0.0176
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF 0.00 0.31 0.24 11.79 0.1457 0.0020
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.00 0.24 2.17 0.1449 -0.0106
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -57.21 0.23 -56.37 0.1433 -0.2174
SPY / SPDR S&P 500 ETF 0.00 0.23 0.1392 0.1392
MRK / Merck & Co., Inc. 0.00 -0.39 0.23 -12.11 0.1382 -0.0348
HD / The Home Depot, Inc. 0.00 0.17 0.22 0.46 0.1353 -0.0131
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.01 0.22 0.1334 0.1334
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 0.41 0.22 -1.37 0.1331 -0.0151
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF 0.00 0.22 0.1330 0.1330
V / Visa Inc. 0.00 -2.75 0.21 -1.39 0.1312 -0.0152
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF 0.00 -9.72 0.21 -15.60 0.1301 -0.0392
MPLX / MPLX LP - Limited Partnership 0.00 0.00 0.21 -4.15 0.1283 -0.0183
0HKE / Axon Enterprise, Inc. 0.00 0.21 0.1276 0.1276
VOX / Vanguard World Fund - Vanguard Communication Services ETF 0.00 0.20 0.1255 0.1255
SOFI / SoFi Technologies, Inc. 0.01 0.00 0.19 56.91 0.1191 0.0355
RKT / Rocket Companies, Inc. 0.01 0.16 0.0958 0.0958
ABR / Arbor Realty Trust, Inc. 0.01 0.00 0.13 -8.76 0.0769 -0.0160
BBDC / Barings BDC, Inc. 0.01 -42.55 0.10 -45.30 0.0613 -0.0612
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF 0.00 -100.00 0.00 0.0000
IFRA / iShares Trust - iShares U.S. Infrastructure ETF 0.00 -100.00 0.00 0.0000
CMCSA / Comcast Corporation 0.00 -100.00 0.00 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 0.00 0.0000
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.00 -100.00 0.00 0.0000
XEL / Xcel Energy Inc. 0.00 -100.00 0.00 0.0000