Was steckt im Fonds X-Square Balanced Fund?

Welche Aktien und Anleihen hält dieser ETF/Fonds? Alle gemeldeten Bestände zum Stichtag 2026-03-31, jeweils mit Wert und Anteil am Portfolio. Datenquelle ist SEC Form N-PORT — der Bericht, mit dem US-Fonds ihre Portfolios gegenüber der US-Börsenaufsicht offenlegen. Erfasst sind Wertpapiere der Klassen Aktie und Anleihe — nicht Derivate, Repos oder Cash. Keine Anlageberatung.
Fonds-Verzeichnis
EmittentGattungTypCUSIP/ISINRichtungBestand ($)% NAVStück / Nennwert
35.540.586 $39,776.469.620
Treasury BillUnited States Treasury BillDBT912797QX8Long4.468.074 $5,004.500.000
Suncor Energy IncSuncor Energy, Inc.EC867224107Long2.401.314 $2,6936.323
Ross Stores IncRoss Stores, Inc.EC778296103Long2.130.556 $2,389.835
Micron Technology IncMicron Technology, Inc.EC595112103Long1.795.282 $2,015.314
Alphabet IncAlphabet, Inc.EC02079K107Long1.645.142 $1,845.735
Us Treasury N/bU.S. Treasury BondDBT91282CFF3Long1.526.057 $1,711.650.000
Advanced Micro Devices IncAdvanced Micro Devices, Inc.EC007903107Long1.444.150 $1,627.099
Tjx Cos Inc/theTJX Cos., Inc.EC872540109Long1.428.517 $1,608.945
Xpo IncXPO, Inc.EC983793100Long1.423.522 $1,597.317
United Rentals IncUnited Rentals, Inc.EC911363109Long1.229.081 $1,381.687
Nu Holdings Ltd/cayman IslandsNU Holdings, Ltd.ECG6683N103Long1.169.359 $1,3181.375
Glencore PlcGlencore PLCEC37827X100Long1.151.509 $1,2975.857
General Dynamics CorpGeneral Dynamics Corp.EC369550108Long1.139.147 $1,273.319
Meta Platforms IncMeta Platforms, Inc.EC30303M102Long1.135.106 $1,271.984
Garmin LtdGarmin, Ltd.ECH2906T109Long1.131.977 $1,274.879
Philip Morris International IncPhilip Morris International, Inc.EC718172109Long1.124.808 $1,266.803
Occidental Petroleum CorpOccidental Petroleum Corp.EC674599105Long1.092.000 $1,2216.800
Chubb LtdChubb, Ltd.ECH1467J104Long1.085.999 $1,223.332
Berkshire Hathaway IncBerkshire Hathaway, Inc.EC084670702Long1.068.137 $1,202.229
Tesla IncTesla, Inc.EC88160R101Long1.063.577 $1,192.861
Johnson & JohnsonJohnson & JohnsonEC478160104Long1.041.314 $1,174.260
Lockheed Martin CorpLockheed Martin Corp.EC539830109Long1.008.123 $1,131.668
Fastenal CoFastenal Co.EC311900104Long1.007.483 $1,1321.713
Amgen IncAmgen, Inc.EC031162100Long932.403 $1,042.650
Pultegroup IncPulteGroup, Inc.EC745867101Long897.952 $1,007.635
35.540.586 $39,776.469.620
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