Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Kalos Management, Inc. telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama Kalos Management, Inc. adalah iShares Trust - iShares U.S. Real Estate ETF (US:IYR) , iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) , Vanguard World Fund - Vanguard Health Care ETF (US:VHT) , iShares Trust - iShares Dow Jones U.S. ETF (US:IYY) , and Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (US:RSPT) .

Kalos Management, Inc. - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -12.2315
0.00 0.00 -7.0598
0.00 0.00 -6.2782
0.00 0.00 -4.2545
0.00 0.00 -3.7507
0.00 0.00 -3.3146
0.00 0.00 -3.3042
0.00 0.00 -3.2494
0.00 0.00 -3.2388
0.00 0.00 -3.1506
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2023-10-16 untuk periode pelaporan 2023-09-30. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
IYR / iShares Trust - iShares U.S. Real Estate ETF 0.00 -100.00 -0.0899
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -100.00 -3.1166
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -100.00 -0.9215
IYY / iShares Trust - iShares Dow Jones U.S. ETF 0.00 -100.00 -1.3384
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF 0.00 -100.00 -0.3578
PECO / Phillips Edison & Company, Inc. 0.00 -100.00 -3.2388
NONE / NONE (000000000) 0.00 0.0000
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.00 -100.00 -0.0253
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 0.00 -100.00 -1.0269
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.00 -0.0019
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF 0.00 -100.00 -0.0154
FCPI / Fidelity Covington Trust - Fidelity Stocks for Inflation ETF 0.00 -100.00 -0.0288
CSGP / CoStar Group, Inc. 0.00 -100.00 -0.6994
SPY / SPDR S&P 500 ETF 0.00 -100.00 -6.2782
IYM / iShares Trust - iShares U.S. Basic Materials ETF 0.00 -100.00 -2.4737
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.00 -100.00 -3.2494
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 -100.00 -0.5179
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF 0.00 -100.00 -0.0049
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.00 -100.00 -0.4896
BMVP / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg MVP Multi-factor ETF 0.00 -100.00 -0.0060
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.00 -100.00 -0.0469
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 -0.0346
IYJ / iShares Trust - iShares U.S. Industrials ETF 0.00 -100.00 -0.0542
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 0.00 -100.00 -0.0275
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -100.00 -0.0682
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 -100.00 -0.1450
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.00 -100.00 -0.0572
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -100.00 -0.1174
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 -0.0238
XTN / SPDR Series Trust - SPDR S&P Transportation ETF 0.00 -100.00 -0.0189
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -100.00 -2.0440
IYK / iShares Trust - iShares U.S. Consumer Staples ETF 0.00 -100.00 -2.5898
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF 0.00 -100.00 -0.0183
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.00 -100.00 -0.0892
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF 0.00 -100.00 -0.0102
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 0.00 -100.00 -0.1407
O / Realty Income Corporation 0.00 -100.00 -0.9375
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 -100.00 -0.0151
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.00 -100.00 -0.0035
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -100.00 -0.0053
XBI / SPDR Series Trust - SPDR S&P Biotech ETF 0.00 -100.00 -0.0227
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.00 -100.00 -0.3249
IYZ / iShares Trust - iShares U.S. Telecommunications ETF 0.00 -100.00 -0.0057
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF 0.00 -100.00 -0.1295
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF 0.00 -100.00 -0.0173
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.00 -100.00 -3.3042
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 -100.00 -4.2545
IXN / iShares Trust - iShares Global Tech ETF 0.00 -100.00 -0.0430
ICF / iShares Trust - iShares Select U.S. REIT ETF 0.00 -100.00 -0.0358
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 -100.00 -0.0139
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF 0.00 -100.00 -2.9519
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 -100.00 -0.2185
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund 0.00 -100.00 -0.0082
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF 0.00 -100.00 -0.7373
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 -100.00 -0.1748
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 -100.00 -0.0630
FSCO / FS Credit Opportunities Corp. 0.00 -100.00 -0.4529
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.00 -100.00 -0.0258
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -100.00 -0.0086
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 -1.8252
IXC / iShares Trust - iShares Global Energy ETF 0.00 -100.00 -0.4718
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0.00 -100.00 -0.0048
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 -0.6177
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF 0.00 -100.00 -0.0664
TSLA / Tesla, Inc. 0.00 -100.00 -0.4328
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF 0.00 -100.00 -0.8759
BRSP / BrightSpire Capital, Inc. 0.00 -100.00 -0.2293
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.00 -100.00 -0.4289
BRK.A / Berkshire Hathaway Inc. 0.00 -100.00 -0.4320
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -100.00 -0.1592
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.00 -100.00 -0.1147
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF 0.00 -100.00 -0.0484
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.00 -100.00 -0.3141
AAPL / Apple Inc. 0.00 -100.00 -1.1401
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 -0.0024
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF 0.00 -100.00 -0.0188
META / Meta Platforms, Inc. 0.00 -100.00 -0.6230
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 -0.3282
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 -100.00 -0.2678
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF 0.00 -100.00 -0.0040
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.00 -100.00 -0.1457
GGME / Invesco Exchange-Traded Fund Trust - Invesco Next Gen Media and Gaming ETF 0.00 -100.00 -0.0080
IOO / iShares Trust - iShares Global 100 ETF 0.00 -100.00 -0.0823
GNL / Global Net Lease, Inc. 0.00 -100.00 -0.5234
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.00 -100.00 -3.7507
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.00 -100.00 -0.3068
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.00 -100.00 -0.0074
ILF / iShares Trust - iShares Latin America 40 ETF 0.00 -100.00 -0.0102
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -100.00 -0.0444
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF 0.00 -100.00 -0.1028
VIS / Vanguard World Fund - Vanguard Industrials ETF 0.00 -100.00 -0.0388
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 -100.00 -0.0481
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF 0.00 -100.00 -0.0044
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.00 -100.00 -0.0598
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF 0.00 -100.00 -0.0113
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF 0.00 -100.00 -0.0539
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF 0.00 -100.00 -0.0205
FBRT / Franklin BSP Realty Trust, Inc. 0.00 -100.00 -0.7731
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 -1.4076
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 -100.00 -0.0093
LUV / Southwest Airlines Co. 0.00 -100.00 -0.8169
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -100.00 -2.9040
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0.00 -100.00 -0.0774
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 -100.00 -1.0493
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.00 -100.00 -0.1635
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 -100.00 -12.2315
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 -0.0706
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF 0.00 -100.00 -0.0106
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.00 -100.00 -0.1177
IYE / iShares Trust - iShares U.S. Energy ETF 0.00 -100.00 -0.2466
MAIN / Main Street Capital Corporation 0.00 -100.00 -0.6210
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -100.00 -0.0410
FSK / FS KKR Capital Corp. 0.00 -100.00 -0.5762
IDU / iShares Trust - iShares U.S. Utilities ETF 0.00 -100.00 -0.0235
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 -100.00 -0.0052
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -100.00 -0.7188
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -100.00 -7.0598
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -100.00 -0.0051
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF 0.00 -100.00 -0.2879
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -100.00 -1.4258
AFIN / American Fin Tr Inc - Class A 0.00 -100.00 -0.2144
IYF / iShares Trust - iShares U.S. Financials ETF 0.00 -100.00 -0.0684
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF 0.00 -100.00 -1.4232
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 -3.1506
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 -100.00 -3.3146
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -100.00 -0.0875
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 -0.0039
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 -100.00 -1.7788
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF 0.00 -100.00 -0.0801
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -100.00 -2.4916