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Gestore A Gestore B

Assetmark, Inc ⇄ Cetera Investment Advisers

60Posizioni condivise

56.6%Sovrapposizione di nomi (Jaccard)

15+Solo Assetmark, Inc

15+Solo Cetera…

Posizioni condivise · Q2 2026

Strumento finanziario	Assetmark, Inc peso	Cetera Investment… peso
MGK Vanguard Morningstar Mega…	6.4%	0.1%
VOO Vanguard S&P 500 ETF	4.8%	1.4%
MGV Vanguard Morningstar Mega…	4.5%	0.1%
IVV iShares Core S&P 500 ETF	1.0%	3.2%
NVDA NVIDIA Corporation	2.1%	1.8%
AAPL Apple Inc.	1.5%	1.9%
IEFA iShares Core MSCI EAFE ETF	1.6%	1.0%
GOOGL Alphabet Inc.	1.7%	0.7%
MSFT Microsoft Corporation	1.3%	1.0%
VTV Vanguard Morningstar…	0.7%	1.6%
VBR Vanguard Morningstar…	2.0%	0.3%
VTI Vanguard Morningstar…	0.8%	1.2%
IEMG iShares Core MSCI…	1.4%	0.6%
MINT PIMCO Enhanced Short…	1.8%	0.0%
AMZN Amazon.com, Inc.	0.8%	1.0%
VUG Vanguard Morningstar…	0.5%	1.1%
AGG iShares Core U.S.…	0.3%	1.4%
VOE Vanguard Morningstar…	1.5%	0.1%
AVGO Broadcom Inc.	1.0%	0.6%
QQQ Invesco QQQ Trust, Series…	0.0%	1.5%
BND Vanguard Total Bond…	0.9%	0.5%
META Meta Platforms, Inc.	1.0%	0.4%
GOVT iShares U.S. Treasury…	1.1%	0.2%
SPY State Street SPDR S&P 500…	0.0%	1.3%
VEA Vanguard FTSE Developed…	0.7%	0.5%
VOT Vanguard Morningstar…	1.1%	0.1%
VONG Vanguard Russell 1000…	0.1%	1.1%
MU Micron Technology, Inc.	0.7%	0.5%
VBK Vanguard Morningstar…	1.0%	0.1%
HYG iShares iBoxx $ High…	0.9%	0.1%
JNK State Street SPDR…	1.0%	0.0%
SHYG iShares 0-5 Year High…	1.0%	0.0%
MUB iShares National Muni…	0.6%	0.4%
USIG iShares Broad USD…	0.9%	0.1%
BIL State Street SPDR…	0.7%	0.2%
WT WisdomTree, Inc.	0.1%	0.8%
CGDV Capital Group Dividend…	0.1%	0.8%
JPM JPMorgan Chase & Co.	0.5%	0.4%
SPTM State Street SPDR…	0.9%	0.0%
SPYM State Street SPDR…	0.5%	0.4%
IEI iShares 3-7 Year Treasury…	0.8%	0.1%
BNDX Vanguard Total…	0.6%	0.3%
GOOG Alphabet Inc.	0.3%	0.5%
MTUM iShares MSCI USA Momentum…	0.7%	0.2%
TSM Taiwan Semiconductor…	0.5%	0.3%
IGIB iShares 5-10 Year…	0.7%	0.1%
VMBS Vanguard Mortgage-Backed…	0.7%	0.1%
SCHD Schwab U.S. Dividend…	0.0%	0.7%
SCHG Schwab U.S. Large-Cap…	0.2%	0.6%
IUSB iShares Core Universal…	0.2%	0.6%
VB Vanguard Morningstar…	0.4%	0.3%
KLAC KLA Corporation	0.6%	0.1%
IWF iShares Russell 1000…	0.0%	0.7%
SHY iShares 1-3 Year Treasury…	0.6%	0.0%
DYNF iShares U.S. Equity…	0.2%	0.5%
BRK-B Berkshire Hathaway Inc.	0.2%	0.5%
AMD Advanced Micro Devices…	0.2%	0.5%
AMAT Applied Materials, Inc.	0.5%	0.2%
QQQM Invesco NASDAQ 100 ETF	0.0%	0.7%
IJR iShares Core S&P…	0.3%	0.4%

In modo distintivo Assetmark, Inc

NBOS	0.0%
TRUT	0.0%
KAMO	0.0%
DFNM	0.0%
HYFI	0.0%
ISMF	0.0%
JPHY JPMorgan Active High…	0.0%
DFGX	0.0%
DISV Dimensional -…	0.0%
PTGX Protagonist…	0.0%
GPZ	0.0%
HODL	0.0%
MHO M/I Homes, Inc.	0.0%
ISTM	0.0%
CNK Cinemark Holdings…	0.0%

In modo distintivo Cetera Investment…

PULS PGIM Ultra Short Bond…	0.3%
TCHP T. Rowe Price Blue…	0.2%
DFSV Dimensional - US…	0.2%
DFLV Dimensional - US…	0.2%
JPEF	0.1%
BRIE	0.1%
RDVI FT Vest Rising…	0.1%
RGLO	0.1%
FELG Fidelity Enhanced…	0.1%
GARP	0.1%
KNG FT Cboe Vest S&P 500…	0.0%
BENJ	0.0%
FYC	0.0%
BSJR	0.0%
HAP	0.0%

Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia

Confronta gestori

Assetmark, Inc ⇄ Cetera Investment Advisers

Posizioni condivise · Q2 2026

In modo distintivo Assetmark, Inc

In modo distintivo Cetera Investment…