DAGCO, INC.

données du 31/12/2025

Capitalisation

$ 432.961 M 8.87 %

Période de détention moyenne

8 ans

Performance

$ 134.804 M 83.35 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans DAGCO, INC.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 SPDR SER TR 10.24% 44.330 M $ 1513995 2024/03/31 -45.700 K $ -0.14 %
2025/12/31 ISHARES TR 8.13% 35.217 M $ 507307 2020/06/30 684.001 K $ 1.97 %
2025/12/31 VANGUARD INDEX FDS 7.30% 31.595 M $ 64763 2020/06/30 518.793 K $ 1.72 %
2025/12/31 VANGUARD WHITEHALL FDS 7.01% 30.346 M $ 211441 2018/12/31 543.164 K $ 1.82 %
2025/12/31 IVV ISHARES TR 6.13% 26.531 M $ 38735 2018/12/31 588.580 K $ 2.34 %
2025/12/31 SCHWAB STRATEGIC TR 5.32% 23.013 M $ 705499 2022/03/31 483.714 K $ 2.23 %
2025/12/31 SCHWAB STRATEGIC TR 4.42% 19.125 M $ 697212 2022/06/30 90.866 K $ 0.48 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 3.28% 14.185 M $ 370184 2024/09/30 107.714 K $ 0.79 %
2025/12/31 APPLE INC 2.90% 12.552 M $ 46171 2018/12/31 813.014 K $ 6.77 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 2.68% 11.606 M $ 52810 2019/09/30 207.196 K $ 1.85 %
2025/12/31 VANGUARD WHITEHALL FDS 2.62% 11.349 M $ 124103 2022/12/31 225.569 K $ 2.10 %
2025/12/31 VANGUARD SCOTTSDALE FDS 2.31% 9.999 M $ 125409 2025/09/30 -440.000 $ -0.25 %
2025/12/31 VANGUARD WORLD FD 2.02% 8.761 M $ 11623 2018/12/31 79.649 K $ 0.95 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 1.71% 7.394 M $ 178887 2024/12/31 141.210 K $ 1.90 %
2025/12/31 ALPHABET INC 1.67% 7.214 M $ 23047 2018/12/31 1.596 M $ 28.75 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 1.62% 7.035 M $ 76047 2024/09/30 -86.687 K $ -1.21 %
2025/12/31 SPDR SER TR 1.62% 7.017 M $ 65761 2023/06/30 126.424 K $ 2.10 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.46% 6.329 M $ 12592 2018/12/31 -1.153 K $ -0.02 %
2025/12/31 MICROSOFT CORP 1.45% 6.267 M $ 12958 2018/12/31 -446.228 K $ -6.63 %
2025/12/31 GLOBAL X FDS 1.35% 5.862 M $ 71295 2019/03/31 83.415 K $ 1.44 %
2025/12/31 PARKER HANNIFIN CORP 1.21% 5.228 M $ 5948 2018/12/31 726.251 K $ 15.93 %
2025/12/31 COLUMBIA ETF TR I 1.11% 4.809 M $ 117747 2024/12/31 43.939 K $ 1.21 %
2025/12/31 SPDR SER TR 1.10% 4.742 M $ 57477 2019/09/30 112.633 K $ 2.29 %
2025/12/31 JPM JPMORGAN CHASE CO 1.03% 4.465 M $ 13857 2018/12/31 94.625 K $ 2.15 %
2025/12/31 VANGUARD INDEX FDS 0.77% 3.351 M $ 9994 2024/03/31 70.104 K $ 2.17 %
2025/12/31 VANGUARD WORLD FD 0.67% 2.893 M $ 7344 2018/12/31 -16.524 K $ -0.57 %
2025/12/31 EATON CORP PLC 0.64% 2.763 M $ 8675 2018/12/31 -483.631 K $ -14.90 %
2025/12/31 PROCTER AND GAMBLE CO 0.62% 2.664 M $ 18592 2024/12/31 -199.303 K $ -6.73 %
2025/12/31 ANALOG DEVICES INC 0.60% 2.589 M $ 9548 2018/12/31 248.977 K $ 10.38 %
2025/12/31 NVIDIA CORPORATION 0.60% 2.586 M $ 13868 2023/12/31 -1.172 K $ -0.04 %
2025/12/31 ISHARES TR 0.56% 2.403 M $ 24962 2020/09/30 -7.253 K $ -0.29 %
2025/12/31 ALPHABET INC 0.52% 2.262 M $ 7210 2018/12/31 511.066 K $ 28.84 %
2025/12/31 VISA INC 0.51% 2.214 M $ 6313 2018/12/31 60.141 K $ 2.73 %
2025/12/31 SELLAS LIFE SCIENCES GROUP I 0.50% 2.177 M $ 577540 2025/12/31 0.000 $ 0.00 %
2025/12/31 INVESCO QQQ TR 0.50% 2.167 M $ 3527 2024/06/30 35.942 K $ 2.33 %
2025/12/31 MERCK CO INC 0.49% 2.115 M $ 20089 2018/12/31 434.236 K $ 25.41 %
2025/12/31 ISHARES TR 0.46% 1.972 M $ 8011 2018/12/31 36.256 K $ 1.74 %
2025/12/31 ABBVIE INC 0.44% 1.921 M $ 8407 2018/12/31 -25.626 K $ -1.32 %
2025/12/31 TRAVELERS COMPANIES INC 0.44% 1.894 M $ 6529 2018/12/31 71.023 K $ 3.88 %
2025/12/31 HOME DEPOT INC 0.43% 1.860 M $ 5406 2018/12/31 -346.445 K $ -15.07 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 0.41% 1.770 M $ 3055 2018/12/31 289.961 K $ 19.47 %
2025/12/31 SHERWIN WILLIAMS CO 0.41% 1.755 M $ 5415 2018/12/31 -120.474 K $ -6.42 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.37% 1.610 M $ 23178 2022/06/30 49.674 K $ 3.29 %
2025/12/31 AMAZON COM INC 0.36% 1.579 M $ 6842 2020/03/31 76.286 K $ 5.12 %
2025/12/31 SPDR SER TR 0.36% 1.575 M $ 27730 2024/03/31 41.021 K $ 2.67 %
2025/12/31 CSX CORP 0.30% 1.290 M $ 35585 2018/12/31 26.327 K $ 2.08 %
2025/12/31 NEXTERA ENERGY INC 0.29% 1.268 M $ 15794 2018/12/31 75.653 K $ 6.35 %
2025/12/31 NORFOLK SOUTHN CORP 0.29% 1.235 M $ 4279 2018/12/31 -50.052 K $ -3.90 %
2025/12/31 VANGUARD INDEX FDS 0.28% 1.230 M $ 4768 2020/09/30 17.527 K $ 1.44 %
2025/12/31 JOHNSON JOHNSON 0.27% 1.186 M $ 5732 2018/12/31 123.632 K $ 11.61 %
2025/12/31 ISHARES TR 0.27% 1.175 M $ 5883 2018/12/31 20.383 K $ 1.95 %
2025/12/31 OREILLY AUTOMOTIVE INC 0.27% 1.155 M $ 12663 2018/12/31 -210.205 K $ -15.40 %
2025/12/31 ABBOTT LABS 0.22% 938.984 K $ 7494 2018/12/31 -72.299 K $ -6.45 %
2025/12/31 SPROTT PHYSICAL SILVER TR 0.20% 867.577 K $ 36684 2024/09/30 291.987 K $ 50.64 %
2025/12/31 META PLATFORMS INC 0.19% 827.055 K $ 1253 2018/12/31 -93.866 K $ -10.12 %
2025/12/31 PEPSICO INC 0.18% 761.374 K $ 5305 2018/12/31 16.339 K $ 2.19 %
2025/12/31 ISHARES SILVER TR 0.17% 745.984 K $ 11580 2020/06/30 233.840 K $ 52.04 %
2025/12/31 CISCO SYS INC 0.17% 724.150 K $ 9401 2018/12/31 80.925 K $ 12.58 %
2025/12/31 ISHARES TR 0.16% 713.263 K $ 1507 2020/09/30 7.369 K $ 1.04 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.16% 699.083 K $ 11665 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD WORLD FD 0.16% 696.760 K $ 5220 2018/12/31 12.803 K $ 1.71 %
2025/12/31 ISHARES TR 0.16% 692.220 K $ 10488 2018/12/31 7.761 K $ 1.13 %
2025/12/31 SELECT SECTOR SPDR TR 0.16% 683.226 K $ 4746 2025/06/30 -326.823 K $ -48.93 %
2025/12/31 VANGUARD WORLD FD 0.14% 597.768 K $ 2077 2018/12/31 60.629 K $ 10.86 %
2025/12/31 COCA COLA CO 0.14% 591.709 K $ 8464 2018/12/31 34.919 K $ 5.41 %
2025/12/31 VANGUARD INDEX FDS 0.13% 582.066 K $ 928 2024/03/31 12.355 K $ 2.43 %
2025/12/31 ACCENTURE PLC IRELAND 0.13% 549.502 K $ 2048 2019/03/31 73.965 K $ 8.80 %
2025/12/31 SCHW SCHWAB CHARLES CORP 0.12% 539.714 K $ 5402 2018/12/31 23.864 K $ 4.65 %
2025/12/31 CHUBB LIMITED 0.12% 529.043 K $ 1695 2024/03/31 50.629 K $ 10.58 %
2025/12/31 TESLA INC 0.12% 512.116 K $ 1139 2023/12/31 5.409 K $ 1.10 %
2025/12/31 UNP UNION PAC CORP 0.12% 500.261 K $ 2163 2018/12/31 -10.913 K $ -2.14 %
2025/12/31 BROADCOM INC 0.11% 492.842 K $ 1424 2025/03/31 23.054 K $ 4.91 %
2025/12/31 DANAHER CORPORATION 0.11% 490.309 K $ 2142 2018/12/31 64.987 K $ 15.45 %
2025/12/31 AMERICAN ELEC PWR CO INC 0.11% 466.273 K $ 4044 2018/12/31 11.309 K $ 2.49 %
2025/12/31 COSTCO WHSL CORP NEW 0.11% 461.009 K $ 535 2021/09/30 -34.650 K $ -6.90 %
2025/12/31 ISHARES TR 0.10% 413.452 K $ 4885 2025/06/30 9.877 K $ 2.49 %
2025/12/31 ISHARES TR 0.10% 412.576 K $ 3200 2018/12/31 7.900 K $ 1.81 %
2025/12/31 ISHARES TR 0.09% 407.381 K $ 3390 2018/12/31 4.876 K $ 1.13 %
2025/12/31 ISHARES TR 0.09% 404.249 K $ 2866 2020/12/31 3.955 K $ 0.99 %
2025/12/31 ISHARES GOLD TR 0.09% 399.762 K $ 4925 2024/12/31 41.370 K $ 11.54 %
2025/12/31 SPDR GOLD TR 0.09% 385.213 K $ 972 2020/06/30 32.876 K $ 11.49 %
2025/12/31 SPDR SER TR 0.08% 343.413 K $ 4281 2024/03/31 8.431 K $ 2.40 %
2025/12/31 DISNEY WALT CO 0.08% 340.324 K $ 2991 2018/12/31 -2.153 K $ -0.63 %
2025/12/31 VICTORY CAP HLDGS INC 0.07% 321.184 K $ 5091 2024/12/31 -8.438 K $ -2.58 %
2025/12/31 STRYKER CORPORATION 0.07% 320.831 K $ 913 2022/12/31 -18.489 K $ -4.94 %
2025/12/31 SPDR S P 500 ETF TR 0.07% 315.047 K $ 462 2023/12/31 7.271 K $ 2.36 %
2025/12/31 TJX COS INC NEW 0.06% 256.221 K $ 1668 2025/03/31 14.965 K $ 6.28 %
2025/12/31 PROSHARES TR 0.06% 249.768 K $ 2400 2018/12/31 2.453 K $ 0.97 %
2025/12/31 CHURCH DWIGHT CO INC 0.06% 247.358 K $ 2950 2018/12/31 -11.151 K $ -4.31 %
2025/12/31 RPM INTL INC 0.06% 245.899 K $ 2364 2024/03/31 -32.695 K $ -11.76 %
2025/12/31 ICLR ICON PLC 0.06% 241.442 K $ 1325 2018/12/31 9.566 K $ 4.13 %
2025/12/31 GLOBAL X FDS 0.06% 238.771 K $ 6465 2025/06/30 6.012 K $ 2.58 %
2025/12/31 PALANTIR TECHNOLOGIES INC 0.05% 224.208 K $ 1261 2024/03/31 -6.061 K $ -2.53 %
2025/12/31 ELI LILLY CO 0.05% 218.735 K $ 204 2025/03/31 62.773 K $ 40.45 %
2025/12/31 AMGEN INC 0.05% 216.796 K $ 662 2023/12/31 29.981 K $ 16.04 %
2025/12/31 SELECT SECTOR SPDR TR 0.05% 205.844 K $ 1327 2024/03/31 1.181 K $ 0.58 %
2025/12/31 RTX CORPORATION 0.04% 192.294 K $ 1048 2025/06/30 16.903 K $ 9.66 %
2025/12/31 ALLIANT ENERGY CORP 0.04% 192.080 K $ 2955 2024/03/31 -7.070 K $ -3.58 %
2025/12/31 UNITEDHEALTH GROUP INC 0.04% 188.665 K $ 572 2024/12/31 -8.910 K $ -4.48 %
2025/12/31 EXXON MOBIL CORP 0.04% 186.439 K $ 1549 2023/12/31 11.749 K $ 6.75 %