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Bluespring Wealth Management, LLC
vagyonkezelő · portfólió $5.20 Mrd · 549 pozíció · jelentés: 30.06.2026
Részvénypozíciók jelentés: 30.06.2026, benyújtva: 11.08.2026; változás — 31.03.2026-hoz képest · 208
| Vállalat | Részvények | Érték | a portfólió %-a | Negyedéves Változás |
|---|---|---|---|---|
| Applied Materials Inc US:AMAT | 0 (volt 730) | — | — | eladva |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 0 (volt 1 804 465) | — | — | eladva |
| Hershey Co US:HSY | 0 (volt 1 487) | — | — | eladva |
| Vanguard Growth Index Fund E… US:VUG · ETF | 0 (volt 16 892) | — | — | eladva |
| MP Materials Corp US:MP | 0 (volt 5 000) | — | — | eladva |
| Caterpillar Inc US:CAT | 0 (volt 3 968) | — | — | eladva |
| STRYKER CORP US:SYK | 0 (volt 708) | — | — | eladva |
| iShares S&P 500 Growth ETF US:IVW · ETF | 0 (volt 3 232) | — | — | eladva |
| EATON CORP PLC CUSIP G29183103 | 0 (volt 850) | — | — | eladva |
| Pfizer Inc US:PFE | 0 (volt 12 665) | — | — | eladva |
| Equifax Inc US:EFX | 0 (volt 1 503) | — | — | eladva |
| Vanguard Mega Cap Index Fund… US:MGC · ETF | 0 (volt 12 528) | — | — | eladva |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 0 (volt 10 195) | — | — | eladva |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 0 (volt 5 395) | — | — | eladva |
| Archer-Daniels-Midland Compa… US:ADM | 0 (volt 14 563) | — | — | eladva |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 0 (volt 556 304) | — | — | eladva |
| The Home Depot Inc US:HD | 0 (volt 1 935) | — | — | eladva |
| Vanguard Value Index Fund ET… US:VTV · ETF | 0 (volt 1 060) | — | — | eladva |
| MasTec Inc US:MTZ | 0 (volt 631) | — | — | eladva |
| Chevron Corp US:CVX | 0 (volt 2 322) | — | — | eladva |
| SYSCO CORP US:SYY | 0 (volt 12 141) | — | — | eladva |
| iShares MSCI EAFE ETF US:EFA · ETF | 0 (volt 126 156) | — | — | eladva |
| MEDTRONIC PLC CUSIP G5960L103 | 0 (volt 15 942) | — | — | eladva |
| Philip Morris International… US:PM | 0 (volt 3 516) | — | — | eladva |
| Exelon Corporation US:EXC | 0 (volt 4 565) | — | — | eladva |
| Vanguard Short-Term Tax-Exem… US:VTES · ETF | 0 (volt 6 219) | — | — | eladva |
| iShares ESG MSCI USA Leaders… US:SUSL · ETF | 0 (volt 11 586) | — | — | eladva |
| Automatic Data Processing In… US:ADP | 0 (volt 1 170) | — | — | eladva |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 0 (volt 19 885) | — | — | eladva |
| Honeywell International Inc US:HON | 0 (volt 6 706) | — | — | eladva |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 0 (volt 1 064) | — | — | eladva |
| Mastercard Inc US:MA | 0 (volt 884) | — | — | eladva |
| Cisco Systems Inc US:CSCO | 0 (volt 31 808) | — | — | eladva |
| The TJX Companies Inc US:TJX | 0 (volt 2 159) | — | — | eladva |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 0 (volt 1 808) | — | — | eladva |
| TE CONNECTIVITY PLC CUSIP G87052109 | 0 (volt 1 225) | — | — | eladva |
| Polaris Industries Inc US:PII | 0 (volt 8 380) | — | — | eladva |
| ExxonMobil Holdings Corp US:XOM | 0 (volt 4 287) | — | — | eladva |
| Vanguard Intermediate-Term B… US:BIV · ETF | 0 (volt 6 121) | — | — | eladva |
| iShares ESG U.S. Aggregate B… US:EAGG · ETF | 0 (volt 8 653) | — | — | eladva |
| Bank of America Corp US:BAC | 0 (volt 7 659) | — | — | eladva |
| Schwab Emerging Markets Equi… US:SCHE · ETF | 0 (volt 82 400) | — | — | eladva |
| InterDigital Inc US:IDCC | 0 (volt 1 092) | — | — | eladva |
| Vanguard Total Stock Market… US:VTI · ETF | 0 (volt 27 331) | — | — | eladva |
| McDonald’s Corporation US:MCD | 0 (volt 2 897) | — | — | eladva |
| CITIGROUP INC US:C | 0 (volt 1 836) | — | — | eladva |
| Taiwan Semiconductor Manufac… US:TSM · letéti jegy | 0 (volt 1 618) | — | — | eladva |
| iShares Russell 1000 Value E… US:IWD · ETF | 0 (volt 1 456) | — | — | eladva |
| AT&T Inc. US:T | 0 (volt 8 675) | — | — | eladva |
| Procter & Gamble Company US:PG | 0 (volt 9 634) | — | — | eladva |
| Meta Platforms, Inc. US:META | 0 (volt 4 059) | — | — | eladva |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 0 (volt 7 483) | — | — | eladva |
| iShares ESG Aware MSCI USA S… US:ESML · ETF | 0 (volt 20 058) | — | — | eladva |
| Bank of Montreal US:BMO | 0 (volt 2 048) | — | — | eladva |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 0 (volt 9 552) | — | — | eladva |
| International Business Machi… US:IBM | 0 (volt 3 528) | — | — | eladva |
| Verizon Communications Inc US:VZ | 0 (volt 27 763) | — | — | eladva |
| MERCK & CO INC US:MRK | 0 (volt 10 516) | — | — | eladva |
| The Coca-Cola Company US:KO | 0 (volt 6 176) | — | — | eladva |
| Target Corporation US:TGT | 0 (volt 6 481) | — | — | eladva |
| iShares Russell 1000 Growth… US:IWF · ETF | 0 (volt 3 445) | — | — | eladva |
| ABBOTT LABORATORIES US:ABT | 0 (volt 15 891) | — | — | eladva |
| QUALCOMM INC/DE US:QCOM | 0 (volt 7 886) | — | — | eladva |
| Fastenal Company US:FAST | 0 (volt 10 723) | — | — | eladva |
| Vanguard Total Bond Market I… US:BND · ETF | 0 (volt 451 083) | — | — | eladva |
| iShares Bitcoin Trust US:IBIT · ETF | 0 (volt 11 558) | — | — | eladva |
| The Bank of New York Mellon… US:BNY | 0 (volt 15 434) | — | — | eladva |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 0 (volt 97 949) | — | — | eladva |
| Invesco QQQ Trust US:QQQ · ETF | 0 (volt 5 332) | — | — | eladva |
| Visa Inc. Class A US:V | 0 (volt 1 875) | — | — | eladva |
| Microsoft Corporation US:MSFT | 0 (volt 20 469) | — | — | eladva |
| COSTCO WHOLESALE CORP /NEW US:COST | 0 (volt 2 824) | — | — | eladva |
| Tesla, Inc. US:TSLA | 0 (volt 4 161) | — | — | eladva |
| iShares Russell 1000 ETF US:IWB · ETF | 0 (volt 3 096) | — | — | eladva |
| AbbVie Inc US:ABBV | 0 (volt 12 988) | — | — | eladva |
| RTX Corporation US:RTX | 0 (volt 2 178) | — | — | eladva |
| FEDEX CORP US:FDX | 0 (volt 3 333) | — | — | eladva |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 0 (volt 13 272) | — | — | eladva |
| Vanguard High Dividend Yield… US:VYM · ETF | 0 (volt 2 054) | — | — | eladva |
| JPMorgan Chase & Co. US:JPM | 0 (volt 2 299) | — | — | eladva |
| BERKSHIRE HATHAWAY INC US:BRK-A | 0 (volt 9 393) | — | — | eladva |
| Schwab International Equity… US:SCHF · ETF | 0 (volt 3 613 363) | — | — | eladva |
| Invesco BulletShares (R) 202… US:BSMR · ETF | 0 (volt 17 465) | — | — | eladva |
| Walmart Inc. US:WMT | 0 (volt 4 162) | — | — | eladva |
| Micron Technology Inc US:MU | 0 (volt 1 438) | — | — | eladva |
| Deere & Company US:DE | 0 (volt 787) | — | — | eladva |
| Texas Instruments Incorporat… US:TXN | 0 (volt 1 518) | — | — | eladva |
| iShares Russell 2000 ETF US:IWM · ETF | 0 (volt 7 911) | — | — | eladva |
| Acacia Research Corporation US:ACTG | 0 (volt 22 000) | — | — | eladva |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 0 (volt 61 814) | — | — | eladva |
| First Trust Morningstar Divi… US:FDL · ETF | 0 (volt 69 853) | — | — | eladva |
| First Trust Dorsey Wright Fo… US:FV · ETF | 0 (volt 7 494) | — | — | eladva |
| Vanguard Total World Stock I… US:VT · ETF | 0 (volt 39 641) | — | — | eladva |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 0 (volt 23 981) | — | — | eladva |
| BEST BUY CO INC US:BBY | 0 (volt 13 086) | — | — | eladva |
| Schwab U.S. Aggregate Bond E… US:SCHZ · ETF | 0 (volt 191 790) | — | — | eladva |
| Invesco BulletShares (R) 202… US:BSMQ · ETF | 0 (volt 10 620) | — | — | eladva |
| Waste Management Inc US:WM | 0 (volt 2 544) | — | — | eladva |
| Mondelez International Inc US:MDLZ | 0 (volt 5 005) | — | — | eladva |
| Dimensional U.S. Equity ETF US:DFUS · ETF | 0 (volt 75 045) | — | — | eladva |
| Thermo Fisher Scientific Inc US:TMO | 0 (volt 545) | — | — | eladva |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 0 (volt 21 763) | — | — | eladva |
| Advanced Micro Devices Inc US:AMD | 0 (volt 2 136) | — | — | eladva |
| SPDR® Gold Shares US:GLD · ETF | 0 (volt 3 473) | — | — | eladva |
| FlexShares Quality Dividend… US:QDF · ETF | 0 (volt 3 325) | — | — | eladva |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 0 (volt 59 721) | — | — | eladva |
| J.P. Morgan Exchange-Traded… US:JCPB · ETF | 0 (volt 830 813) | — | — | eladva |
| The Boeing Company US:BA | 0 (volt 1 750) | — | — | eladva |
| Health Care Select Sector SP… US:XLV · ETF | 0 (volt 1 926) | — | — | eladva |
| Invesco BulletShares 2029 Co… US:BSCT · ETF | 0 (volt 22 734) | — | — | eladva |
| WELLS FARGO & COMPANY/MN US:WFC | 0 (volt 7 054) | — | — | eladva |
| Motorola Solutions Inc US:MSI | 0 (volt 3 449) | — | — | eladva |
| Dimensional US Sustainabilit… US:DFSU · ETF | 0 (volt 7 254) | — | — | eladva |
| 3M Company US:MMM | 0 (volt 20 254) | — | — | eladva |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 0 (volt 2 559) | — | — | eladva |
| Alphabet Inc. US:GOOG | 0 (volt 13 566) | — | — | eladva |
| SPDR® S&P Emerging Markets S… US:EWX · ETF | 0 (volt 27 514) | — | — | eladva |
| FORD MOTOR CO US:F | 0 (volt 14 214) | — | — | eladva |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 0 (volt 471 655) | — | — | eladva |
| JPMorgan Nasdaq Equity Premi… US:JEPQ · ETF | 0 (volt 24 203) | — | — | eladva |
| Boston Scientific Corp US:BSX | 0 (volt 9 603) | — | — | eladva |
| Energy Select Sector SPDR® F… US:XLE · ETF | 0 (volt 36 085) | — | — | eladva |
| Invesco BulletShares 2028 Co… US:BSCS · ETF | 0 (volt 1 701 524) | — | — | eladva |
| Welltower Inc US:WELL | 0 (volt 2 021) | — | — | eladva |
| Netflix Inc US:NFLX | 0 (volt 11 738) | — | — | eladva |
| Dimensional International Co… US:DFIC · ETF | 0 (volt 47 666) | — | — | eladva |
| Tractor Supply Company US:TSCO | 0 (volt 23 735) | — | — | eladva |
| iShares MSCI ACWI ETF US:ACWI · ETF | 0 (volt 27 154) | — | — | eladva |
| Alphabet Inc. US:GOOGL | 0 (volt 11 706) | — | — | eladva |
| State Street SPDR Portfolio… US:SPDW · ETF | 0 (volt 43 537) | — | — | eladva |
| GE Vernova LLC US:GEV | 0 (volt 536) | — | — | eladva |
| Vanguard Health Care Index F… US:VHT · ETF | 0 (volt 750) | — | — | eladva |
| Johnson & Johnson US:JNJ | 0 (volt 6 517) | — | — | eladva |
| Broadridge Financial Solutio… US:BR | 0 (volt 5 804) | — | — | eladva |
| Financial Select Sector SPDR… US:XLF · ETF | 0 (volt 5 591) | — | — | eladva |
| Invesco BulletShares 2027 Co… US:BSCR · ETF | 0 (volt 1 914 503) | — | — | eladva |
| WisdomTree Yield Enhanced U.… US:AGGY · ETF | 0 (volt 7 290) | — | — | eladva |
| Nextera Energy Inc US:NEE | 0 (volt 3 796) | — | — | eladva |
| DIMENSIONAL ETF TRUST CUSIP 25434V815 | 0 (volt 86 794) | — | — | eladva |
| U.S. Bancorp US:USB | 0 (volt 30 355) | — | — | eladva |
| iShares National Muni Bond E… US:MUB · ETF | 0 (volt 272 380) | — | — | eladva |
| Altria Group US:MO | 0 (volt 5 446) | — | — | eladva |
| SPDR Barclays Short Term Cor… US:SPSB · ETF | 0 (volt 32 283) | — | — | eladva |
| GENERAL DYNAMICS CORP US:GD | 0 (volt 3 733) | — | — | eladva |
| Vanguard Information Technol… US:VGT · ETF | 0 (volt 315) | — | — | eladva |
| Kayne Anderson BDC, Inc. US:KBDC | 0 (volt 14 947) | — | — | eladva |
| Broadcom Inc. US:AVGO | 0 (volt 1 779) | — | — | eladva |
| Technology Select Sector SPD… US:XLK · ETF | 0 (volt 6 360) | — | — | eladva |
| Invesco BulletShares 2026 Co… US:BSCQ · ETF | 0 (volt 1 502 593) | — | — | eladva |
| WisdomTree U.S. Quality Divi… US:DGRW · ETF | 0 (volt 717 040) | — | — | eladva |
| NVIDIA Corporation US:NVDA | 0 (volt 18 681) | — | — | eladva |
| Dimensional Core Fixed Incom… US:DFCF · ETF | 0 (volt 631 454) | — | — | eladva |
| Union Pacific Corporation US:UNP | 0 (volt 9 131) | — | — | eladva |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 0 (volt 615 718) | — | — | eladva |
| Amazon.com, Inc. US:AMZN | 0 (volt 15 737) | — | — | eladva |
| SPDR® Portfolio S&P 1500 Com… US:SPTM · ETF | 0 (volt 5 602) | — | — | eladva |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 0 (volt 4 565) | — | — | eladva |
| GE Aerospace US:GE | 0 (volt 2 376) | — | — | eladva |
| Vanguard Utilities Index Fun… US:VPU · ETF | 0 (volt 2 325) | — | — | eladva |
| Lam Research Corp US:LRCX | 0 (volt 3 379) | — | — | eladva |
| Cigna Corp US:CI | 0 (volt 3 986) | — | — | eladva |
| Utilities Select Sector SPDR… US:XLU · ETF | 0 (volt 17 462) | — | — | eladva |
| iShares S&P 100 ETF US:OEF · ETF | 0 (volt 221 694) | — | — | eladva |
| WisdomTree U.S. Multifactor… US:USMF · ETF | 0 (volt 452 033) | — | — | eladva |
| Oracle Corporation US:ORCL | 0 (volt 5 192) | — | — | eladva |
| Walt Disney Co US:DIS | 0 (volt 2 819) | — | — | eladva |
| United Parcel Service Inc US:UPS | 0 (volt 6 787) | — | — | eladva |
| iShares MSCI USA ESG Select US:SUSA · ETF | 0 (volt 3 908) | — | — | eladva |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 0 (volt 267 027) | — | — | eladva |
| American Electric Power Co I… US:AEP | 0 (volt 1 657) | — | — | eladva |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 0 (volt 573) | — | — | eladva |
| Global X Artificial Intellig… US:AIQ · ETF | 0 (volt 9 002) | — | — | eladva |
| Vanguard S&P 500 ETF US:VOO · ETF | 0 (volt 1 294) | — | — | eladva |
| Eli Lilly and Company US:LLY | 0 (volt 1 546) | — | — | eladva |
| CSX Corporation US:CSX | 0 (volt 7 279) | — | — | eladva |
| Service Corporation Internat… US:SCI | 0 (volt 3 366) | — | — | eladva |
| iShares Select Dividend ETF US:DVY · ETF | 0 (volt 2 061) | — | — | eladva |
| SPDR® Gold MiniShares® US:GLDM · ETF | 0 (volt 394 862) | — | — | eladva |
| Otter Tail Corporation US:OTTR | 0 (volt 7 459) | — | — | eladva |
| Donaldson Company Inc US:DCI | 0 (volt 3 096) | — | — | eladva |
| UNITEDHEALTH GROUP INC US:UNH | 0 (volt 2 739) | — | — | eladva |
| iShares Silver Trust US:SLV · ETF | 0 (volt 6 063) | — | — | eladva |
| Amgen Inc US:AMGN | 0 (volt 1 659) | — | — | eladva |
| SPDR Kensho New Economies Co… US:KOMP · ETF | 0 (volt 6 265) | — | — | eladva |
| Graco Inc US:GGG | 0 (volt 4 913) | — | — | eladva |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 0 (volt 4 785) | — | — | eladva |
| Lockheed Martin Corporation US:LMT | 0 (volt 886) | — | — | eladva |
| CVS Health Corp US:CVS | 0 (volt 12 110) | — | — | eladva |
| Solventum Corp. US:SOLV | 0 (volt 5 169) | — | — | eladva |
| iShares Core S&P 500 ETF US:IVV · ETF | 0 (volt 7 990) | — | — | eladva |
| Xcel Energy Inc US:XEL | 0 (volt 6 472) | — | — | eladva |
| PACCAR Inc US:PCAR | 0 (volt 12 154) | — | — | eladva |
| Ecolab Inc US:ECL | 0 (volt 6 420) | — | — | eladva |
| Vanguard Dividend Appreciati… US:VIG · ETF | 0 (volt 7 792) | — | — | eladva |
| iShares Core High Dividend E… US:HDV · ETF | 0 (volt 3 738) | — | — | eladva |
| Apple Inc. US:AAPL | 0 (volt 138 293) | — | — | eladva |
| SCHWAB CHARLES CORP US:SCHW | 0 (volt 3 053) | — | — | eladva |
| Grayscale Bitcoin Trust (BTC… US:GBTC · ETF | 0 (volt 5 210) | — | — | eladva |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 0 (volt 19 670) | — | — | eladva |
| Lowe's Companies Inc US:LOW | 0 (volt 1 363) | — | — | eladva |
| Caseys General Stores Inc US:CASY | 0 (volt 281) | — | — | eladva |
| Southern Company US:SO | 0 (volt 7 074) | — | — | eladva |
| iShares MSCI Emerging Market… US:EEM · ETF | 0 (volt 43 657) | — | — | eladva |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (volt 1 296) | — | — | eladva |
| PepsiCo Inc US:PEP | 0 (volt 3 533) | — | — | eladva |
| Emerson Electric Company US:EMR | 0 (volt 2 559) | — | — | eladva |
| Vanguard Total International… US:VXUS · ETF | 0 (volt 3 215) | — | — | eladva |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 0 (volt 780 349) | — | — | eladva |
hirdetés