Cable Hill Partners, LLC

données du 31/03/2025

Capitalisation

$ 1.024 B 3.25 %

Période de détention moyenne

7 ans

Performance

$ 358.351 M 74.27 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Cable Hill Partners, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/03/31 DFAI Dimensional ETF (trust Intl Core EQT MK) 18.04% 184.754 M $ 5709320 2022/09/30 11.318 M $ 6.95 %
2025/03/31 BRK-A Berkshire Hathaway 12.58% 128.887 M $ 161 2024/06/30 18.921 M $ 17.26 %
2025/03/31 VTV Vanguard Index FDS (vanguard Value ETF Formerly Vanguard) 10.64% 108.966 M $ 654529 2014/12/31 2.198 M $ 2.03 %
2025/03/31 QUAL iShares TR MSCI USA (QLT FCT) 7.10% 72.762 M $ 429606 2021/06/30 -3.004 M $ -4.04 %
2025/03/31 VUG Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) 6.95% 71.172 M $ 188141 2014/12/31 -7.473 M $ -9.65 %
2025/03/31 DFAE Dimensional ETF (trust Emgr Cre EQT MNG) 6.39% 65.484 M $ 2519591 2022/09/30 1.281 M $ 2.05 %
2025/03/31 AGG iShares Core US (aggregate Bond Etf) 6.10% 62.457 M $ 630748 2016/06/30 1.166 M $ 2.08 %
2025/03/31 DFLV Dimensional ETF (trust US Large Cap Value Etf) 5.04% 51.595 M $ 1774258 2022/12/31 918.354 K $ 1.80 %
2025/03/31 VGIT Vanguard Scottsdale (FDS Inter Term Treas) 3.49% 35.749 M $ 596112 2024/09/30 791.583 K $ 2.41 %
2025/03/31 DFSV Dimensional ETF (trust US Small Cap Val) 3.33% 34.064 M $ 1283027 2022/12/31 -3.216 M $ -8.54 %
2025/03/31 VB Vanguard Small-Cap (index Fund) 2.63% 26.893 M $ 124417 2021/06/30 -2.212 M $ -7.71 %
2025/03/31 BNDX Vanguard Charlotte (total Intl BD Index FD Etf) 1.68% 17.155 M $ 346225 2024/09/30 -76.385 K $ -0.47 %
2025/03/31 AAPL Apple Inc 1.53% 15.685 M $ 73811 2014/12/31 -2.250 M $ -11.30 %
2025/03/31 LLY Eli Lilly And Co 0.87% 8.890 M $ 9889 2014/12/31 543.197 K $ 6.98 %
2025/03/31 MSFT Microsoft Corp 0.84% 8.561 M $ 21658 2014/12/31 -1.017 M $ -10.94 %
2025/03/31 BRK-B Berkshire Hathaway 0.43% 4.396 M $ 8244 2024/06/30 601.569 K $ 17.49 %
2025/03/31 NUSC Nushares ETF TR (nuveen Esg SMLCP) 0.39% 4.001 M $ 107029 2020/09/30 -369.076 K $ -8.45 %
2025/03/31 NVDA Nvidia Corporation 0.39% 3.957 M $ 36328 2024/06/30 -1.023 M $ -19.29 %
2025/03/31 NUEM Nushares ETF TR (nuveen Esg Emrgn) 0.38% 3.866 M $ 131725 2020/09/30 29.965 K $ 0.79 %
2025/03/31 NULG Nushares ETF TR (nuveen Esg LRGCP) 0.37% 3.793 M $ 47032 2023/09/30 -345.658 K $ -8.81 %
2025/03/31 AVGO Broadcom Inc Com 0.34% 3.510 M $ 18237 2024/06/30 -1.156 M $ -27.78 %
2025/03/31 LRCX Lam Research Corp 0.34% 3.432 M $ 47884 2024/12/31 22.451 K $ 0.65 %
2025/03/31 CRM Salesforce.Com Inc 0.27% 2.795 M $ 10400 2021/09/30 -691.431 K $ -19.71 %
2025/03/31 ORCL Oracle Corp 0.24% 2.446 M $ 17384 2014/12/31 -453.426 K $ -16.10 %
2025/03/31 NKE Nike Inc Class B Com 0.24% 2.411 M $ 42746 2014/12/31 -502.593 K $ -16.03 %
2025/03/31 PG Procter And Gamble 0.20% 2.062 M $ 12602 2024/06/30 34.907 K $ 1.65 %
2025/03/31 GOOGL Alphabet Inc Cap STK 0.19% 1.954 M $ 12304 2014/12/31 -435.918 K $ -18.31 %
2025/03/31 AMZN Amazon.Com Inc 0.18% 1.821 M $ 9872 2024/06/30 -279.298 K $ -13.28 %
2025/03/31 GOOG Alphabet Inc Cap STK 0.15% 1.574 M $ 9781 2024/06/30 -313.260 K $ -17.96 %
2025/03/31 XOM Exxon Mobil Corp 0.14% 1.449 M $ 13722 2014/12/31 153.337 K $ 10.56 %
2025/03/31 V Visa Inc 0.13% 1.316 M $ 3808 2024/06/30 120.194 K $ 10.89 %
2025/03/31 NFLX Netflix Inc 0.13% 1.310 M $ 1157 2024/06/30 54.685 K $ 4.62 %
2025/03/31 IBM International Bus 0.13% 1.301 M $ 5380 2024/06/30 155.537 K $ 13.11 %
2025/03/31 COST Costco Wholesale 0.12% 1.267 M $ 1274 2024/06/30 37.802 K $ 3.22 %
2025/03/31 ABT Abbott Laboratories 0.12% 1.255 M $ 9556 2014/12/31 216.366 K $ 17.27 %
2025/03/31 TSM Taiwan Semiconductor 0.12% 1.210 M $ 7259 2024/06/30 -229.562 K $ -15.90 %
2025/03/31 HD Home Depot Inc 0.12% 1.197 M $ 3322 2024/06/30 -65.610 K $ -5.78 %
2025/03/31 IVV iShares S&P 500 0.11% 1.160 M $ 2079 2024/06/30 -48.311 K $ -4.55 %
2025/03/31 USB US Bancorp 0.11% 1.140 M $ 28265 2020/09/30 -193.887 K $ -11.61 %
2025/03/31 VCSH Vanguard Scottsdale (FDS Vanguard Short-Term Corporate BD Index FD ETF SHS) 0.11% 1.135 M $ 14335 2016/06/30 16.519 K $ 1.19 %
2025/03/31 STIP iShares 0-5 Year (tips Bond Etf) 0.11% 1.135 M $ 10963 2021/06/30 35.992 K $ 2.85 %
2025/03/31 UNH Unitedhealth Group 0.11% 1.126 M $ 2736 2024/06/30 37.765 K $ 3.54 %
2025/03/31 JNJ Johnson &johnson Com 0.11% 1.100 M $ 7038 2024/06/30 168.147 K $ 14.67 %
2025/03/31 ITOT iShares Core S&P (total US Stock Market Etf) 0.11% 1.093 M $ 9034 2024/12/31 -92.169 K $ -5.14 %
2025/03/31 VIG Vanguard Specialized (funds DIV App Etf) 0.11% 1.091 M $ 5710 2024/06/30 -10.627 K $ -0.94 %
2025/03/31 NUBD Nushares ETF TR (nuveen Esg Us) 0.10% 1.073 M $ 48367 2023/09/30 19.392 K $ 1.88 %
2025/03/31 VEA Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf) 0.10% 1.060 M $ 20042 2016/06/30 60.528 K $ 6.29 %
2025/03/31 SAP SAP ADR Rep 1 Ord 0.10% 1.030 M $ 3526 2024/06/30 80.050 K $ 9.03 %
2025/03/31 CSCO Cisco Systems Inc 0.10% 978.864 K $ 16956 2014/12/31 44.660 K $ 4.24 %
2025/03/31 META Facebook Inc-Class A 0.10% 978.434 K $ 1782 2024/06/30 -16.341 K $ -1.56 %
2025/03/31 VT Vanguard Intl Equity (index FDS TT WRLD ST Etf) 0.09% 968.499 K $ 8306 2024/06/30 -5.723 K $ -1.30 %
2025/03/31 MA Mastercard 0.09% 943.260 K $ 1719 2024/06/30 28.790 K $ 4.09 %
2025/03/31 SBUX Starbucks Corp Com 0.09% 933.572 K $ 11662 2014/12/31 82.264 K $ 7.50 %
2025/03/31 IBN Icici Bank Limited 0.09% 921.054 K $ 27445 2022/09/30 46.083 K $ 5.56 %
2025/03/31 ISTB iShares Core 1-5 (year Usd Bond Etf) 0.09% 908.503 K $ 18701 2020/09/30 9.590 K $ 1.21 %
2025/03/31 BANC Banc Of California 0.09% 904.416 K $ 67093 2023/12/31 -83.159 K $ -8.16 %
2025/03/31 AXP American Express Co 0.08% 865.280 K $ 3238 2024/06/30 -100.723 K $ -9.35 %
2025/03/31 RELX Relx PLC Spon Ads 0.08% 836.549 K $ 15313 2023/03/31 77.180 K $ 10.99 %
2025/03/31 JPM JPMorgan Chase & Co 0.08% 817.744 K $ 3343 2024/06/30 15.445 K $ 2.33 %
2025/03/31 CVX Chevron Corp New Com 0.08% 781.665 K $ 5745 2024/06/30 130.861 K $ 15.50 %
2025/03/31 MRK Merck &co. Inc Com 0.08% 767.985 K $ 9014 2014/12/31 -86.041 K $ -9.69 %
2025/03/31 QCOM Qualcomm Inc 0.07% 756.914 K $ 5098 2024/06/30 -53.000 $ -0.01 %
2025/03/31 RTX Raytheon 0.07% 724.490 K $ 5744 2024/06/30 95.468 K $ 14.46 %
2025/03/31 SPOT Spotify Technology 0.07% 722.654 K $ 1177 2024/06/30 78.424 K $ 22.94 %
2025/03/31 CAT Caterpillar Inc Com 0.07% 703.148 K $ 2263 2024/06/30 -66.743 K $ -9.09 %
2025/03/31 VTI Vanguard Idx Fund 0.07% 680.600 K $ 2495 2025/03/31 0.000 $ 0.00 %
2025/03/31 AMGN Amgen Inc 0.07% 671.377 K $ 2308 2024/06/30 132.976 K $ 19.53 %
2025/03/31 BSX Boston Scientific 0.06% 662.586 K $ 6441 2024/06/30 71.776 K $ 12.94 %
2025/03/31 IWF iShares TR Rus 1000 (GRW Etf) 0.06% 615.844 K $ 1679 2024/06/30 -73.610 K $ -10.08 %
2025/03/31 HSBC HSBC HLDGS 0.06% 614.861 K $ 10964 2024/06/30 91.192 K $ 16.11 %
2025/03/31 NVS Novartis AG 0.06% 612.959 K $ 5401 2024/06/30 115.981 K $ 14.56 %
2025/03/31 LYG Lloyds Banking Group 0.06% 607.997 K $ 149993 2022/12/31 165.584 K $ 40.44 %
2025/03/31 WMT WalMart Inc Com 0.06% 578.407 K $ 5948 2024/06/30 -15.756 K $ -2.83 %
2025/03/31 SPYG SPDR Portfolio S&P (500 Growth Etf) 0.06% 571.950 K $ 6975 2024/06/30 -52.521 K $ -8.57 %
2025/03/31 UNP Union Pac Corp Com 0.06% 568.812 K $ 2638 2024/06/30 24.706 K $ 3.60 %
2025/03/31 GS Goldman Sachs Group 0.06% 562.881 K $ 1028 2024/06/30 -27.488 K $ -4.60 %
2025/03/31 VGT Vanguard World FDS (vanguard Information Technology Etf) 0.05% 558.540 K $ 1017 2024/06/30 -47.651 K $ -12.77 %
2025/03/31 ELV Anthem Inc 0.05% 558.530 K $ 1328 2024/06/30 0.000 $ 0.00 %
2025/03/31 PFE Pfizer Inc 0.05% 557.695 K $ 22847 2014/12/31 -25.399 K $ -4.49 %
2025/03/31 SPGI S&P Global Inc Com 0.05% 545.055 K $ 1090 2024/06/30 10.744 K $ 2.02 %
2025/03/31 MS Morgan Stanley Com 0.05% 539.648 K $ 4638 2024/06/30 -41.258 K $ -7.20 %
2025/03/31 SYK Stryker Corporation 0.05% 534.685 K $ 1430 2024/06/30 16.030 K $ 3.38 %
2025/03/31 DFAC Dimensional ETF (trust US Core Equity 2) 0.05% 521.354 K $ 16156 2025/03/31 0.000 $ 0.00 %
2025/03/31 HUBS Hubspot Inc 0.05% 519.775 K $ 850 2024/06/30 -106.658 K $ -18.01 %
2025/03/31 S Sentinelone Inc CL A 0.05% 518.999 K $ 28054 2023/09/30 -112.736 K $ -18.11 %
2025/03/31 TJX TJX Companies Inc 0.05% 513.305 K $ 3989 2024/06/30 3.164 K $ 0.82 %
2025/03/31 T AT&T Inc Com Usd1 0.05% 512.895 K $ 18516 2021/09/30 105.615 K $ 24.20 %
2025/03/31 AMAT Applied Materials 0.05% 500.508 K $ 3321 2024/06/30 -61.022 K $ -10.77 %
2025/03/31 TMUS T-Mobile US Inc Com 0.05% 492.912 K $ 1996 2024/06/30 91.776 K $ 20.83 %
2025/03/31 ACN Accenture PLC 0.05% 482.094 K $ 1605 2024/06/30 -61.334 K $ -11.30 %
2025/03/31 KO Coca-Cola Co 0.05% 481.654 K $ 6639 2024/06/30 67.850 K $ 15.03 %
2025/03/31 ABBV Abbvie Inc Com 0.05% 481.251 K $ 2447 2024/06/30 112.579 K $ 17.91 %
2025/03/31 ADBE Adobe Systems 0.05% 481.099 K $ 1283 2024/06/30 -70.139 K $ -13.75 %
2025/03/31 SMFG Sumitomo Mit ADR Rep 0.05% 478.455 K $ 33694 2023/09/30 33.120 K $ 6.69 %
2025/03/31 HDB HDFC Bank LTD Spon 0.05% 475.974 K $ 6548 2024/06/30 18.222 K $ 4.04 %
2025/03/31 ASML Asml Holding NV 0.05% 473.811 K $ 707 2024/06/30 -20.371 K $ -4.39 %
2025/03/31 VRTX Vertex 0.05% 470.778 K $ 924 2024/06/30 84.173 K $ 20.39 %
2025/03/31 IQLT iShares TR MSCI Intl (qualty) 0.05% 470.209 K $ 11402 2024/06/30 26.214 K $ 6.92 %
2025/03/31 BND Vanguard BD Index (FDS Total BND MRKT) 0.05% 464.667 K $ 6322 2024/06/30 9.735 K $ 2.14 %
2025/03/31 VZ Verizon 0.05% 464.577 K $ 10544 2021/12/31 46.622 K $ 13.43 %