US BANCORP \DE\

data from 30/09/2025

Capitalization

$ 84.376 B 6.22 %

Average holding period

27 ans

Performance

$ 47.675 B 116.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in US BANCORP \DE\

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SCHX SCHWAB STRATEGIC TR 6.42% 5.417 B $ 205650965 2013/06/30 392.177 M $ 7.77 %
2025/09/30 AGG ISHARES TR 5.03% 4.246 B $ 42354274 2013/06/30 46.187 M $ 1.06 %
2025/09/30 IVV ISHARES TR 4.78% 4.032 B $ 6023396 2013/06/30 285.297 M $ 7.79 %
2025/09/30 IEFA ISHARES TR 3.67% 3.095 B $ 35451679 2014/06/30 131.699 M $ 4.59 %
2025/09/30 SPY SPDR S&P 500 ETF TR 3.40% 2.870 B $ 4307539 2013/06/30 213.377 M $ 7.82 %
2025/09/30 MSFT MICROSOFT CORP 3.34% 2.816 B $ 5436865 2013/06/30 113.356 M $ 4.13 %
2025/09/30 AAPL APPLE INC 3.15% 2.659 B $ 10442818 2013/06/30 528.736 M $ 24.11 %
2025/09/30 IEMG ISHARES INC 2.22% 1.873 B $ 28412025 2013/06/30 163.251 M $ 9.81 %
2025/09/30 NVDA NVIDIA CORPORATION 1.78% 1.502 B $ 8049034 2013/06/30 228.238 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 1.76% 1.481 B $ 6091294 2015/12/31 406.958 M $ 37.94 %
2025/09/30 VO VANGUARD INDEX FDS 1.61% 1.354 B $ 4610643 2013/06/30 59.004 M $ 4.97 %
2025/09/30 IWR ISHARES TR 1.56% 1.317 B $ 13639666 2013/06/30 63.747 M $ 4.98 %
2025/09/30 AMZN AMAZON COM INC 1.50% 1.264 B $ 5757152 2013/06/30 1.037 M $ 0.08 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.37% 1.153 B $ 3655592 2013/06/30 95.088 M $ 8.80 %
2025/09/30 LLY ELI LILLY & CO 1.24% 1.048 B $ 1374048 2013/06/30 -22.681 M $ -2.12 %
2025/09/30 EFV ISHARES TR 1.13% 949.381 M $ 13996150 2013/06/30 59.222 M $ 6.85 %
2025/09/30 QQQ INVESCO QQQ TR 0.98% 827.346 M $ 1378057 2018/06/30 66.795 M $ 8.83 %
2025/09/30 META META PLATFORMS INC 0.83% 699.515 M $ 952522 2013/06/30 -3.438 M $ -0.50 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.82% 692.146 M $ 11551168 2013/06/30 33.755 M $ 5.10 %
2025/09/30 SCHH SCHWAB STRATEGIC TR 0.82% 691.948 M $ 32078890 2016/03/31 12.522 M $ 1.94 %
2025/09/30 EFA ISHARES TR 0.82% 690.743 M $ 7397900 2013/06/30 29.661 M $ 4.45 %
2025/09/30 VTI VANGUARD INDEX FDS 0.82% 688.756 M $ 2098777 2013/06/30 51.991 M $ 7.98 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.80% 678.780 M $ 900 2013/06/30 22.885 M $ 3.49 %
2025/09/30 IXUS ISHARES TR 0.79% 666.544 M $ 8071498 2014/06/30 35.776 M $ 6.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.77% 650.308 M $ 1293527 2013/06/30 22.086 M $ 3.49 %
2025/09/30 IWM ISHARES TR 0.75% 629.893 M $ 2603293 2013/06/30 69.714 M $ 12.13 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.71% 594.903 M $ 998110 2013/06/30 30.016 M $ 5.22 %
2025/09/30 WMT WALMART INC 0.70% 591.604 M $ 5740380 2013/06/30 31.032 M $ 5.40 %
2025/09/30 IJR ISHARES TR 0.70% 590.375 M $ 4968235 2013/06/30 47.938 M $ 8.73 %
2025/09/30 HD HOME DEPOT INC 0.67% 566.142 M $ 1397221 2013/06/30 53.932 M $ 10.51 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.67% 564.762 M $ 3675632 2013/06/30 -21.775 M $ -3.56 %
2025/09/30 MUB ISHARES TR 0.67% 563.925 M $ 5295541 2013/06/30 14.757 M $ 1.92 %
2025/09/30 ABBV ABBVIE INC 0.66% 555.743 M $ 2400194 2013/06/30 111.629 M $ 24.74 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.65% 547.663 M $ 3974186 2014/03/31 25.697 M $ 7.22 %
2025/09/30 MA MASTERCARD INCORPORATED 0.59% 499.867 M $ 878793 2013/06/30 6.112 M $ 1.22 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 0.57% 479.482 M $ 4901587 2014/06/30 48.133 M $ 12.15 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.56% 476.276 M $ 514535 2013/06/30 -33.530 M $ -6.50 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.56% 473.218 M $ 5176306 2013/06/30 11.923 M $ 2.65 %
2025/09/30 GOOG ALPHABET INC 0.56% 472.257 M $ 1939051 2015/12/31 130.784 M $ 37.30 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.56% 469.417 M $ 2531636 2013/06/30 84.662 M $ 21.39 %
2025/09/30 ORCL ORACLE CORP 0.53% 448.083 M $ 1593234 2013/06/30 104.429 M $ 28.64 %
2025/09/30 IWF ISHARES TR 0.52% 440.867 M $ 941199 2013/06/30 45.498 M $ 10.32 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.52% 438.361 M $ 16265679 2017/12/31 439.251 K $ 1.01 %
2025/09/30 AVGO BROADCOM INC 0.49% 411.345 M $ 1246822 2018/06/30 67.683 M $ 19.68 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.48% 404.243 M $ 7460988 2013/06/30 35.344 M $ 9.54 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.47% 393.407 M $ 1395752 2013/06/30 40.342 M $ 11.31 %
2025/09/30 XOM EXXON MOBIL CORP 0.46% 387.717 M $ 3438726 2013/06/30 17.374 M $ 4.59 %
2025/09/30 ABT ABBOTT LABS 0.45% 379.393 M $ 2832552 2013/06/30 -5.941 M $ -1.52 %
2025/09/30 BAC BANK AMERICA CORP 0.44% 374.208 M $ 7253487 2013/06/30 31.344 M $ 9.02 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.42% 354.238 M $ 1025873 2013/06/30 34.685 M $ 10.68 %
2025/09/30 PCAR PACCAR INC 0.42% 354.236 M $ 3602874 2013/06/30 11.749 M $ 3.43 %
2025/09/30 USB US BANCORP DEL 0.41% 347.845 M $ 7197275 2013/06/30 22.750 M $ 6.81 %
2025/09/30 IJH ISHARES TR 0.40% 337.735 M $ 5175218 2013/06/30 16.888 M $ 5.22 %
2025/09/30 CVX CHEVRON CORP NEW 0.40% 336.409 M $ 2166316 2013/06/30 26.421 M $ 8.45 %
2025/09/30 MMM 3M CO 0.40% 334.026 M $ 2152508 2013/06/30 6.606 M $ 1.93 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.39% 326.688 M $ 14032989 2015/12/31 15.983 M $ 5.34 %
2025/09/30 V VISA INC 0.39% 326.211 M $ 955539 2013/06/30 -13.710 M $ -3.85 %
2025/09/30 MPC MARATHON PETE CORP 0.38% 318.996 M $ 1655061 2013/06/30 46.207 M $ 16.03 %
2025/09/30 VOO VANGUARD INDEX FDS 0.36% 307.244 M $ 501712 2013/12/31 21.985 M $ 7.81 %
2025/09/30 IWS ISHARES TR 0.36% 305.784 M $ 2189330 2013/06/30 17.204 M $ 5.70 %
2025/09/30 MCD MCDONALDS CORP 0.34% 287.637 M $ 946514 2013/06/30 11.325 M $ 4.01 %
2025/09/30 GLD SPDR GOLD TR 0.34% 283.443 M $ 797375 2013/06/30 38.849 M $ 16.61 %
2025/09/30 KO COCA COLA CO 0.33% 278.958 M $ 4206235 2013/06/30 -18.929 M $ -6.26 %
2025/09/30 ECL ECOLAB INC 0.33% 278.720 M $ 1017744 2013/06/30 4.460 M $ 1.64 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.33% 277.828 M $ 1364442 2013/06/30 -1.383 M $ -0.50 %
2025/09/30 IWB ISHARES TR 0.33% 274.558 M $ 751222 2013/06/30 17.090 M $ 7.63 %
2025/09/30 EMR EMERSON ELEC CO 0.31% 265.389 M $ 2023089 2013/06/30 -4.425 M $ -1.61 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.31% 261.924 M $ 1062134 2013/06/30 -57.357 M $ -17.49 %
2025/09/30 CSCO CISCO SYS INC 0.31% 261.544 M $ 3822622 2013/06/30 -3.742 M $ -1.38 %
2025/09/30 BLK BLACKROCK INC 0.29% 245.190 M $ 210305 2024/12/31 24.748 M $ 11.11 %
2025/09/30 CAT CATERPILLAR INC 0.29% 241.461 M $ 506048 2013/06/30 46.122 M $ 22.91 %
2025/09/30 PEP PEPSICO INC 0.28% 233.334 M $ 1661446 2013/06/30 14.435 M $ 6.36 %
2025/09/30 IWP ISHARES TR 0.26% 223.227 M $ 1567496 2013/06/30 5.867 M $ 2.69 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.26% 219.561 M $ 2299785 2013/06/30 10.009 M $ 4.64 %
2025/09/30 NEE NEXTERA ENERGY INC 0.26% 217.437 M $ 2880333 2013/06/30 17.690 M $ 8.74 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.26% 217.265 M $ 6510778 2013/06/30 11.130 M $ 10.72 %
2025/09/30 QCOM QUALCOMM INC 0.24% 205.985 M $ 1238180 2013/06/30 8.953 M $ 4.46 %
2025/09/30 VXF VANGUARD INDEX FDS 0.24% 205.768 M $ 982935 2013/06/30 16.591 M $ 8.63 %
2025/09/30 WFC WELLS FARGO CO NEW 0.23% 196.022 M $ 2338603 2013/06/30 8.405 M $ 4.62 %
2025/09/30 AMGN AMGEN INC 0.23% 194.000 M $ 687451 2013/06/30 2.122 M $ 1.07 %
2025/09/30 NOW SERVICENOW INC 0.23% 192.503 M $ 209179 2013/06/30 -21.713 M $ -10.49 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.22% 189.348 M $ 1170332 2013/06/30 22.587 M $ 14.02 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.22% 187.729 M $ 976111 2013/06/30 -29.146 M $ -12.99 %
2025/09/30 UNP UNION PAC CORP 0.22% 184.247 M $ 779481 2013/06/30 4.992 M $ 2.73 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.22% 183.071 M $ 3656306 2015/12/31 4.101 M $ 2.12 %
2025/09/30 HON HONEYWELL INTL INC 0.21% 178.484 M $ 847904 2013/06/30 -19.496 M $ -9.61 %
2025/09/30 EEM ISHARES TR 0.21% 176.609 M $ 3307293 2013/06/30 17.072 M $ 10.70 %
2025/09/30 USRT ISHARES TR 0.20% 167.371 M $ 2850324 2019/03/31 6.161 M $ 3.82 %
2025/09/30 CB CHUBB LIMITED 0.20% 164.956 M $ 584432 2016/03/31 -4.505 M $ -2.58 %
2025/09/30 TSLA TESLA INC 0.19% 163.271 M $ 367132 2013/06/30 45.307 M $ 40.00 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.19% 161.920 M $ 967728 2013/06/30 40.824 M $ 35.76 %
2025/09/30 DVY ISHARES TR 0.19% 160.593 M $ 1130142 2013/06/30 10.571 M $ 7.00 %
2025/09/30 NFLX NETFLIX INC 0.19% 159.791 M $ 133279 2013/06/30 -18.464 M $ -10.47 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.19% 159.772 M $ 544360 2013/06/30 -8.260 M $ -4.83 %
2025/09/30 VTV VANGUARD INDEX FDS 0.19% 156.684 M $ 840174 2013/06/30 8.621 M $ 5.52 %
2025/09/30 LIN LINDE PLC 0.19% 156.506 M $ 329481 2023/03/31 1.943 M $ 1.24 %
2025/09/30 IWD ISHARES TR 0.19% 156.478 M $ 768594 2013/06/30 7.917 M $ 4.82 %
2025/09/30 RTX RTX CORPORATION 0.18% 154.416 M $ 922820 2020/06/30 19.744 M $ 14.59 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.18% 153.096 M $ 460911 2013/06/30 6.062 M $ 4.13 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.18% 151.813 M $ 538036 2013/06/30 -6.807 M $ -4.28 %