Traveka Wealth, LLC Diversified Active

CIK: 0002009176 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $223,954 (100.0% shares, 0.0% debt)

Holdings (174)

VBR VANGUARD INDEX FDS 6.7%
Value ($000) $14,921 Shares 71,492 Est. Cost $184.44 Unrealized
IVV ISHARES TR 6.0%
Value ($000) $13,386 Shares 20,000 Est. Cost $630.53 Unrealized
VTV VANGUARD INDEX FDS 5.1%
Value ($000) $11,438 Shares 61,335 Est. Cost $159.14 Unrealized
VOO VANGUARD INDEX FDS 4.5%
Value ($000) $10,031 Shares 16,380 Est. Cost $443.90 Unrealized
NVDA NVIDIA CORPORATION 3.4%
Value ($000) $7,680 Shares 41,160 Est. Cost $101.72 Unrealized +71.4%
MSFT MICROSOFT CORP 3.0%
Value ($000) $6,693 Shares 12,922 Est. Cost $356.79 Unrealized +42.6%
AAPL APPLE INC 2.8%
Value ($000) $6,179 Shares 24,265 Est. Cost $189.15 Unrealized +19.3%
VTI VANGUARD INDEX FDS 2.6%
Value ($000) $5,844 Shares 17,809 Est. Cost $246.49 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 2.6%
Value ($000) $5,801 Shares 121,513 Est. Cost $42.32 Unrealized
VNQ VANGUARD INDEX FDS 2.3%
Value ($000) $5,171 Shares 56,565 Est. Cost $88.19 Unrealized
GOOGL ALPHABET INC 2.3%
Value ($000) $5,106 Shares 21,002 Est. Cost $145.65 Unrealized +43.6%
MUB ISHARES TR 2.2%
Value ($000) $4,993 Shares 46,885 Est. Cost $108.41 Unrealized
IXUS ISHARES TR 2.2%
Value ($000) $4,924 Shares 59,624 Est. Cost $76.83 Unrealized
IEFA ISHARES TR 2.2%
Value ($000) $4,858 Shares 55,644 Est. Cost $77.74 Unrealized
SCHC SCHWAB STRATEGIC TR 2.1%
Value ($000) $4,771 Shares 104,827 Est. Cost $35.61 Unrealized
HEFA ISHARES TR 1.9%
Value ($000) $4,229 Shares 106,753 Est. Cost $32.92 Unrealized
CMF ISHARES TR 1.6%
Value ($000) $3,613 Shares 63,347 Est. Cost $57.93 Unrealized
META META PLATFORMS INC 1.6%
Value ($000) $3,543 Shares 4,824 Est. Cost $397.26 Unrealized +87.1%
KO COCA COLA CO 1.5%
Value ($000) $3,346 Shares 50,454 Est. Cost $62.27 Unrealized +9.1%
BSV VANGUARD BD INDEX FDS 1.5%
Value ($000) $3,324 Shares 42,127 Est. Cost $76.97 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $3,216 Shares 14,645 Est. Cost $156.44 Unrealized +44.7%
IEMG ISHARES INC 1.2%
Value ($000) $2,797 Shares 42,436 Est. Cost $53.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $2,533 Shares 5,039 Est. Cost $395.14 Unrealized +22.6%
GOOG ALPHABET INC 1.1%
Value ($000) $2,408 Shares 9,886 Est. Cost $162.05 Unrealized +29.5%
BND VANGUARD BD INDEX FDS 1.0%
Value ($000) $2,326 Shares 31,278 Est. Cost $73.77 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $2,307 Shares 16,183 Est. Cost $115.16 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2,157 Shares 6,840 Est. Cost $168.90 Unrealized +75.2%
GOVT ISHARES TR 1.0%
Value ($000) $2,145 Shares 92,775 Est. Cost $23.12 Unrealized
NFLX NETFLIX INC 0.9%
Value ($000) $1,967 Shares 1,641 Est. Cost $52.67 Unrealized +131.7%
AVGO BROADCOM INC 0.9%
Value ($000) $1,966 Shares 5,958 Est. Cost $166.05 Unrealized +84.1%
SHM SPDR SER TR 0.8%
Value ($000) $1,849 Shares 38,351 Est. Cost $47.78 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $1,832 Shares 2,402 Est. Cost $656.63 Unrealized +13.0%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $1,784 Shares 7,014 Est. Cost $213.33 Unrealized
HYMB SPDR SER TR 0.8%
Value ($000) $1,715 Shares 68,800 Est. Cost $25.30 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,663 Shares 1,796 Est. Cost $786.97 Unrealized +21.6%
TSLA TESLA INC 0.7%
Value ($000) $1,479 Shares 3,326 Est. Cost $251.88 Unrealized +37.7%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,472 Shares 9,579 Est. Cost $157.17 Unrealized -1.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,289 Shares 6,951 Est. Cost $149.54 Unrealized +13.4%
IGEB ISHARES TR 0.6%
Value ($000) $1,247 Shares 27,074 Est. Cost $46.05 Unrealized
MBB ISHARES TR 0.5%
Value ($000) $1,147 Shares 12,057 Est. Cost $95.15 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $1,093 Shares 4,624 Est. Cost $224.44 Unrealized -0.6%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,011 Shares 7,708 Est. Cost $109.18 Unrealized +24.1%
IDEV ISHARES TR 0.4%
Value ($000) $993 Shares 12,383 Est. Cost $63.97 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.4%
Value ($000) $972 Shares 18,107 Est. Cost $53.66 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $942 Shares 4,070 Est. Cost $156.16 Unrealized +29.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $925 Shares 8,207 Est. Cost $101.58 Unrealized +8.0%
V VISA INC 0.4%
Value ($000) $912 Shares 2,673 Est. Cost $247.25 Unrealized +39.6%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $890 Shares 12,465 Est. Cost $56.14 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $886 Shares 1,558 Est. Cost $412.66 Unrealized +39.0%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $834 Shares 11,354 Est. Cost $59.61 Unrealized
WMT WALMART INC 0.4%
Value ($000) $813 Shares 7,887 Est. Cost $64.94 Unrealized +52.8%
ORCL ORACLE CORP 0.4%
Value ($000) $794 Shares 2,822 Est. Cost $143.68 Unrealized +76.9%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $787 Shares 1,181 Est. Cost $508.47 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $740 Shares 3,535 Est. Cost $165.83 Unrealized
DYNF BLACKROCK ETF TRUST 0.3%
Value ($000) $728 Shares 12,293 Est. Cost $59.20 Unrealized
HSBC HSBC HLDGS PLC 0.3%
Value ($000) $717 Shares 10,105 Est. Cost $43.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $695 Shares 8,897 Est. Cost $76.18 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $692 Shares 2,477 Est. Cost $169.93 Unrealized
ESGU ISHARES TR 0.3%
Value ($000) $687 Shares 4,717 Est. Cost $131.76 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $680 Shares 1,679 Est. Cost $307.34 Unrealized +26.6%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $674 Shares 3,695 Est. Cost $90.00 Unrealized +80.1%
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $668 Shares 14,443 Est. Cost $46.24 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $659 Shares 9,553 Est. Cost $68.96 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $658 Shares 680 Est. Cost $772.84 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $658 Shares 1,379 Est. Cost $275.49 Unrealized +54.4%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.3%
Value ($000) $595 Shares 37,342 Est. Cost $8.75 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $574 Shares 4,282 Est. Cost $112.22 Unrealized +16.4%
SAP SAP SE 0.3%
Value ($000) $568 Shares 2,127 Est. Cost $174.21 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $544 Shares 3,361 Est. Cost $123.09 Unrealized +31.1%
IWR ISHARES TR 0.2%
Value ($000) $532 Shares 5,515 Est. Cost $96.55 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $527 Shares 1,109 Est. Cost $393.52 Unrealized +19.6%
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $526 Shares 9,876 Est. Cost $53.24 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $525 Shares 6,840 Est. Cost $71.32 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $518 Shares 1,704 Est. Cost $265.89 Unrealized +13.4%
ABFL ABACUS FCF ETF TR 0.2%
Value ($000) $516 Shares 7,168 Est. Cost $71.97 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $504 Shares 3,249 Est. Cost $147.19 Unrealized +3.5%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $494 Shares 2,765 Est. Cost $114.23 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $494 Shares 4,793 Est. Cost $102.99 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $478 Shares 5,702 Est. Cost $56.28 Unrealized +43.0%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $477 Shares 2,731 Est. Cost $147.20 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $476 Shares 1,582 Est. Cost $133.09 Unrealized +104.9%
INTU INTUIT 0.2%
Value ($000) $471 Shares 690 Est. Cost $564.47 Unrealized +27.5%
RTX RTX CORPORATION 0.2%
Value ($000) $466 Shares 2,787 Est. Cost $91.57 Unrealized +68.5%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $460 Shares 85 Est. Cost $3293.79 Unrealized +68.9%
CRM SALESFORCE INC 0.2%
Value ($000) $455 Shares 1,922 Est. Cost $241.92 Unrealized +3.9%
SUSB ISHARES TR 0.2%
Value ($000) $452 Shares 17,852 Est. Cost $24.80 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $440 Shares 8,519 Est. Cost $33.71 Unrealized +43.4%
SONY SONY GROUP CORP 0.2%
Value ($000) $431 Shares 14,974 Est. Cost $34.19 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.2%
Value ($000) $431 Shares 25,740 Est. Cost $9.94 Unrealized
PWRD TCW ETF TRUST 0.2%
Value ($000) $424 Shares 4,345 Est. Cost $97.69 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $422 Shares 3,290 Est. Cost $103.40 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $422 Shares 4,208 Est. Cost $100.25 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $413 Shares 3,473 Est. Cost $108.57 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $409 Shares 3,309 Est. Cost $68.24 Unrealized +60.3%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $398 Shares 4,979 Est. Cost $92.49 Unrealized -8.5%
EMGF ISHARES INC 0.2%
Value ($000) $396 Shares 6,999 Est. Cost $56.58 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $377 Shares 6,786 Est. Cost $104.19 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $366 Shares 2,529 Est. Cost $103.06 Unrealized +28.3%
SAN BANCO SANTANDER S.A. 0.2%
Value ($000) $360 Shares 34,343 Est. Cost $4.56 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $359 Shares 3,663 Est. Cost $72.83 Unrealized +28.4%
SUB ISHARES TR 0.2%
Value ($000) $352 Shares 3,296 Est. Cost $105.15 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $352 Shares 2,414 Est. Cost $109.14 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $347 Shares 2,140 Est. Cost $123.79 Unrealized +33.4%
GEV GE VERNOVA INC 0.2%
Value ($000) $347 Shares 564 Est. Cost $415.97 Unrealized +45.6%
SHY ISHARES TR 0.2%
Value ($000) $344 Shares 4,141 Est. Cost $82.86 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $342 Shares 3,502 Est. Cost $66.50 Unrealized +55.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $328 Shares 674 Est. Cost $413.35 Unrealized +29.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $327 Shares 1,327 Est. Cost $317.61 Unrealized -17.9%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $327 Shares 1,709 Est. Cost $188.49 Unrealized
T AT&T INC 0.1%
Value ($000) $321 Shares 11,352 Est. Cost $19.33 Unrealized +45.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $312 Shares 699 Est. Cost $401.44 Unrealized +19.5%
SHEL SHELL PLC 0.1%
Value ($000) $310 Shares 4,335 Est. Cost $66.50 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $304 Shares 330 Est. Cost $167.21 Unrealized +11.7%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $303 Shares 434 Est. Cost $558.87 Unrealized +25.1%
ING ING GROEP N.V. 0.1%
Value ($000) $303 Shares 11,605 Est. Cost $15.19 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $300 Shares 1,425 Est. Cost $181.71 Unrealized +14.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $298 Shares 807 Est. Cost $285.51 Unrealized +34.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $296 Shares 1,049 Est. Cost $219.32 Unrealized +18.3%
UNILEVER PLC 0.1%
Value ($000) $293 Shares 4,940 Est. Cost $51.92 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $290 Shares 1,483 Est. Cost $195.86 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $290 Shares 2,096 Est. Cost $101.77 Unrealized
DB DEUTSCHE BANK A G 0.1%
Value ($000) $288 Shares 8,143 Est. Cost $26.01 Unrealized +31.1%
CMA COMERICA INC 0.1%
Value ($000) $283 Shares 4,123 Est. Cost $40.68 Unrealized +62.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $280 Shares 1,368 Est. Cost $157.45 Unrealized +14.8%
UBS UBS GROUP AG 0.1%
Value ($000) $279 Shares 6,801 Est. Cost $27.35 Unrealized +42.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $276 Shares 2,886 Est. Cost $78.15 Unrealized +21.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $274 Shares 6,241 Est. Cost $38.80 Unrealized +9.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $273 Shares 570 Est. Cost $344.36 Unrealized
RELX RELX PLC 0.1%
Value ($000) $273 Shares 5,714 Est. Cost $40.29 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $271 Shares 2,000 Est. Cost $100.51 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $271 Shares 4,862 Est. Cost $48.53 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $262 Shares 5,645 Est. Cost $38.23 Unrealized
CRH CRH PLC 0.1%
Value ($000) $261 Shares 2,179 Est. Cost $105.61 Unrealized 0.0%
JIRE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $261 Shares 3,547 Est. Cost $73.54 Unrealized
BA BOEING CO 0.1%
Value ($000) $257 Shares 1,190 Est. Cost $190.23 Unrealized +18.5%
EUSB ISHARES TR 0.1%
Value ($000) $256 Shares 5,840 Est. Cost $43.42 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $255 Shares 4,800 Est. Cost $53.08 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $252 Shares 1,371 Est. Cost $167.26 Unrealized +15.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $250 Shares 515 Est. Cost $464.78 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $249 Shares 545 Est. Cost $465.78 Unrealized -3.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $249 Shares 721 Est. Cost $511.92 Unrealized -41.6%
BLK BLACKROCK INC 0.1%
Value ($000) $246 Shares 211 Est. Cost $938.08 Unrealized +18.2%
SO SOUTHERN CO 0.1%
Value ($000) $244 Shares 2,574 Est. Cost $84.40 Unrealized +9.3%
LCTU BLACKROCK ETF TRUST 0.1%
Value ($000) $242 Shares 3,341 Est. Cost $72.58 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $239 Shares 488 Est. Cost $434.14 Unrealized +4.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $238 Shares 2,210 Est. Cost $100.52 Unrealized 0.0%
GFI GOLD FIELDS LTD 0.1%
Value ($000) $238 Shares 5,673 Est. Cost $41.96 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $237 Shares 220 Est. Cost $930.36 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $236 Shares 12,263 Est. Cost $9.72 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $234 Shares 326 Est. Cost $461.14 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $234 Shares 2,044 Est. Cost $103.71 Unrealized +12.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $231 Shares 3,374 Est. Cost $57.45 Unrealized +17.3%
C CITIGROUP INC 0.1%
Value ($000) $230 Shares 2,264 Est. Cost $94.11 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $229 Shares 1,713 Est. Cost $105.52 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $226 Shares 1,551 Est. Cost $128.77 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $216 Shares 611 Est. Cost $564.41 Unrealized -36.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $215 Shares 1,447 Est. Cost $135.57 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $213 Shares 889 Est. Cost $243.03 Unrealized -1.1%
MRK MERCK & CO INC 0.1%
Value ($000) $213 Shares 2,535 Est. Cost $81.01 Unrealized 0.0%
EAGG ISHARES TR 0.1%
Value ($000) $209 Shares 4,356 Est. Cost $48.03 Unrealized
DASH DOORDASH INC 0.1%
Value ($000) $207 Shares 760 Est. Cost $250.83 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $207 Shares 1,518 Est. Cost $126.39 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $204 Shares 615 Est. Cost $316.55 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $204 Shares 908 Est. Cost $224.73 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $204 Shares 1,645 Est. Cost $119.80 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $202 Shares 2,676 Est. Cost $72.21 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $201 Shares 1,201 Est. Cost $127.82 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $149 Shares 11,749 Est. Cost $12.66 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $119 Shares 26,211 Est. Cost $2.72 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $99 Shares 29,210 Est. Cost $2.29 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $94 Shares 13,995 Est. Cost $4.93 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $74 Shares 14,545 Est. Cost $4.02 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $32 Shares 14,382 Est. Cost $2.27 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $27 Shares 12,725 Est. Cost $1.76 Unrealized