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Carrera Capital Advisors

13F
Carrera Capital Advisors
Last update 2025-02-06 137 Stocks (33 new)
Value $427.00 Mil Turnover 20 %
Countries:
Top Holdings: XHLF(26.45%)BIL(8.50%)USMV(6.91%)ZROZ(4.57%)SLV(2.60%)
Summary Stock Picks Current Portfolio
Carrera Capital Advisors Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
2,243,110
112,983.4
+20.06%
26.450
+4.42%
10.450
0%
+0.28%
1,067.8
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
397,318
36,326.8
+9.59%
8.500
+0.74%
0.100
+0.01%
+0.30%
48,852.5
 
USMV 		iShares MSCI USA Min Vol Factor ETF
332,458
29,519.0
-36.28%
6.910
-4.23%
0.130
-0.14%
+2.28%
22,993.0
 
ZROZ 		PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
281,111
19,526.0
-0.32%
4.570
-0.02%
1.280
+0.92%
-0.71%
1,496.8
 
SLV 		iShares Silver Trust
421,642
11,101.8
-0.68%
2.600
-0.02%
0.090
+7.67%
+14.13%
14,835.5
 
COMT 		iShares Commodities Select Strategy ETF
353,160
8,938.5
+14.26%
2.090
+0.26%
1.310
-4.81%
-0.63%
633.8
 
IWM 		iShares Russell 2000 ETF
39,621
8,754.6
+5.80%
2.050
+0.11%
0.010
-15.12%
-12.15%
61,828.8
 
FXI 		iShares China Large-Cap ETF
215,446
6,558.2
+6.91%
1.540
+0.10%
0.090
+8.49%
+11.63%
5,979.0
 
ILF 		iShares Latin America 40 ETF
308,813
6,457.3
-37.51%
1.510
-1.17%
0.610
+10.86%
+19.08%
1,400.9
 
BILS 		SPDR Bloomberg 3-12 Month T-Bill ETF
64,107
6,356.2
-2.91%
1.490
-0.05%
0.190
0%
+0.28%
3,882.6
 

Carrera Capital Advisors's Historical Top Holdings Breakdowns

Carrera Capital Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF2024-12-31Add
+4.42%
●
50.16 ($50.26) 50.36
$50.32
0.12%
Add 20.06%
2,243,110
374,859
USMV 		iShares MSCI USA Min Vol Factor ETF2024-12-31Reduce
-4.23%
●
88.55 ($91.75) 94.57
$90.81
-1.02%
Reduce -36.28%
332,458
-189,317
FNDF 		Schwab Fundamental International Equity ETF2024-12-31Reduce
-2.29%
●
32.92 ($35.28) 37.07
$37.00
4.88%
Reduce -77.89%
71,177
-250,772
ILF 		iShares Latin America 40 ETF2024-12-31Reduce
-1.17%
●
20.91 ($23.99) 26.09
$24.90
3.79%
Reduce -37.51%
308,813
-185,358
FTGC 		FIRST TR EXCH VII2024-12-31New Buy
+0.95%
●
23.23 ($23.67) 24.25
$24.76
4.60%
New holding
170,045
170,045
GDXJ 		VanEck Junior Gold Miners ETF2024-12-31Add
+0.94%
●
42.32 ($48.44) 55.35
$61.04
26.01%
Add 697.12%
107,579
94,083
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-12-31Add
+0.74%
●
91.29 ($91.59) 91.8
$91.70
0.12%
Add 9.59%
397,318
34,767
SONY 		Sony Group Corp2024-12-31New Buy
+0.68%
●
17.53 ($19.48) 22.38
$24.97
28.18%
New holding
137,012
137,012
CLX 		Clorox Co2024-12-31New Buy
+0.67%
●
156.51 ($163.56) 169.74
$138.27
-15.46%
New holding
17,570
17,570
BUD 		Anheuser-Busch InBev SA/NV2024-12-31Sold Out
-0.59%
●
49.78 ($57.71) 66.4
$65.01
12.65%
Sold Out
0
-36,171

Carrera Capital Advisors Total Holding History ($B)

To

Carrera Capital Advisors's Asset Allocation

To

Carrera Capital Advisors Past Portfolios

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

Top Ranked Articles

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Carrera Capital Advisors's Hypothetical Growth since 2024-12-31

Carrera Capital Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Carrera Capital Advisors's Holdings Heat Map

Size field:

Carrera Capital Advisors's Holdings Bubble Chart

Carrera Capital Advisors News

  • 1

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