Portfolio (Quarterly)
Guide ↗
SMI Advisory Services, LLC
· CIK 0001609008| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | — | 5,774 | $443K | 0.08% | SOLD |
| 2 | VUG | VANGUARD INDEX FDS | — | 528 | $260K | 0.04% | SOLD |
| 3 | GSUS | GOLDMAN SACHS ETF TR | — | 2,683 | $258K | 0.04% | SOLD |
| 4 | MSFT | MICROSOFT CORP | Technology | 480 | $229K | 0.04% | SOLD |
| 5 | UFEB | INNOVATOR ETFS TRUST | — | 5,827 | $216K | 0.04% | SOLD |
| 6 | IVW | ISHARES TR | — | 1,708 | $214K | 0.04% | SOLD |
Sector Allocation
Financial Services
93.0%
Industrials
3.8%
Healthcare
1.5%
Technology
1.1%
Energy
0.6%