Portfolio (Quarterly)
Guide ↗
Broussard Financial Group LLC
· CIK 0001548136| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VSS | VANGUARD INTL EQUITY INDEX F | — | 3,173.0 | $463K | 0.37% | NEW | — | $145.79 | +8.9% |
| 2 | — | SANDISK CORP | — | 540.0 | $343K | 0.27% | NEW | — | $635.34 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%