Portfolio (Quarterly)
Guide ↗
Friedenthal Financial
· CIK 0001598611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JNJ | JOHNSON & JOHNSON | Healthcare | 56.0 | $14K | 0.01% | +25.0 | +80.7% | $254.89 | +7.6% |
| 62 | VT | VANGUARD INTL EQUITY INDEX F | — | 89.0 | $14K | 0.01% | +7.0 | +8.5% | $156.96 | +2.0% |
| 63 | CVNA | CARVANA CO | Consumer Cyclical | 175.0 | $12K | 0.01% | +140.0 | +400.0% | $65.82 | +13.7% |
| 64 | WFC | WELLS FARGO & CO | Financial Services | 34.0 | $3K | 0.00% | +1.0 | +3.0% | $81.74 | +9.3% |
| 65 | JNK | SPDR SERIES TRUST | — | 21.0 | $2K | 0.00% | +2.0 | +10.5% | $96.38 | -1.1% |
| 66 | SCHX | SCHWAB STRATEGIC TR | — | 21.0 | $619.0 | — | +7.0 | +50.0% | $29.48 | +2.3% |
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
Technology
13.8%
Industrials
11.8%
Healthcare
10.8%
Consumer Cyclical
9.8%
Real Estate
9.5%
Basic Materials
9.3%
Energy
9.1%
Utilities
7.7%
Consumer Defensive
7.3%
Financial Services
6.1%