VT

Vise Technologies, Inc.

13F
Vise Technologies, Inc.
Last update 2024-08-02 423 Stocks (70 new)
Value $570.00 Mil Turnover 14 %
Countries:
Top Holdings: VCIT(3.04%)BNDX(2.71%)VGIT(2.61%)NVDA(2.55%)VGSH(2.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
Vise Technologies, Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
216,986
17343.680
+12.31%
3.040
+0.33%
-
+0.69%
+0.41%
48540.521
 
BNDX 		Vanguard Total International Bond ETF
317,369
15446.370
+15.56%
2.710
+0.36%
-
+1.65%
+1.36%
58316.540
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
255,396
14871.720
+6.51%
2.610
+0.16%
-
-0.12%
-0.72%
29559.844
 
NVDA 		NVIDIA Corp
117,771
14549.460
-12.42%
2.550
-0.30%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
VGSH 		Vanguard Short-Term Government Bond ETF
213,858
12401.650
+7.39%
2.180
+0.15%
-
+0.31%
+0.27%
19900.000
 
SCHC 		Schwab International Small-Cap Equity ETF
346,253
12319.690
+11.66%
2.160
+0.23%
-
+1.31%
+6.28%
4119.588
 
MSFT 		Microsoft Corp
27,266
12186.680
+14.32%
2.140
+0.27%
0.000
+0.52%
+14.09%
3172348.353
Software
AAPL 		Apple Inc
57,128
12032.380
+10.76%
2.110
+0.21%
0.000
+7.21%
+21.69%
3548645.576
Hardware
MBB 		iShares MBS ETF
123,125
11304.110
+16.46%
1.980
+0.28%
-
-0.34%
-1.36%
33333.437
 
VWO 		Vanguard FTSE Emerging Markets ETF
248,696
10882.940
+20.38%
1.910
+0.32%
-
+7.94%
+14.82%
78716.936
 

Vise Technologies, Inc.'s Historical Top Holdings Breakdowns

Vise Technologies, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV 		iShares Short Treasury Bond ETF2024-06-30Reduce
-0.88%
●
110.04 ($110.27) 110.51
$110.52
0.22%
Reduce -95.59%
1,863
-40,383
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.62%
●
497.53 ($525.83) 549.64
$583.65
11.00%
Add 184.46%
9,848
6,386
BNDX 		Vanguard Total International Bond ETF2024-06-30Add
+0.36%
●
48.24 ($48.69) 49.07
$50.04
2.77%
Add 15.56%
317,369
42,740
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.36%
●
455.1 ($481.2) 504.28
$533.92
10.96%
Add 273.13%
5,597
4,097
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-06-30Add
+0.33%
●
77.99 ($79.4) 80.49
$81.61
2.78%
Add 12.31%
216,986
23,782
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Add
+0.32%
●
40.83 ($43.08) 44.89
$47.19
9.54%
Add 20.38%
248,696
42,101
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.30%
●
76.2 ($101.1) 135.58
$140.52
38.99%
Reduce -12.42%
117,771
-16,709
MBB 		iShares MBS ETF2024-06-30Add
+0.28%
●
89.41 ($91.08) 92.64
$92.80
1.89%
Add 16.46%
123,125
17,405
MSFT 		Microsoft Corp2024-06-30Add
+0.27%
●
389.33 ($422.32) 452.85
$426.71
1.04%
Add 14.32%
27,266
3,416
SCHC 		Schwab International Small-Cap Equity ETF2024-06-30Add
+0.23%
●
34.12 ($35.64) 36.71
$37.08
4.04%
Add 11.66%
346,253
36,167

Vise Technologies, Inc. Total Holding History ($B)

To

Vise Technologies, Inc.'s Asset Allocation

To

Vise Technologies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Vise Technologies, Inc.'s Hypothetical Growth since 2024-06-30

Vise Technologies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Vise Technologies, Inc.'s Holdings Heat Map

Size field:

Vise Technologies, Inc.'s Holdings Bubble Chart

Vise Technologies, Inc. News

  • 1

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