Portfolio (Quarterly)
Guide ↗
Silicon Valley Capital Partners
· CIK 0001673633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 919.0 | $295K | 0.03% | NEW | — | $320.78 | +15.1% |
| 82 | LRCX | LAM RESEARCH CORP COM NEW | Technology | 1,294.0 | $276K | 0.03% | +1K | +426.0% | $213.65 | +49.3% |
| 83 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 5,050.0 | $266K | 0.03% | -3K | -40.6% | $52.76 | +10.2% |
| 84 | CARR | CARRIER GLOBAL CORPORATION COM | Industrials | 4,545.0 | $256K | 0.03% | — | — | $56.31 | +14.6% |
| 85 | TRMB | TRIMBLE INC COM | Technology | 3,844.0 | $251K | 0.03% | — | — | $65.23 | -15.9% |
| 86 | CVX | CHEVRON CORPORATION COM | Energy | 1,196.0 | $247K | 0.02% | -7K | -85.2% | $206.82 | -11.8% |
| 87 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | — | 3,422.0 | $243K | 0.02% | — | — | $70.91 | +15.3% |
| 88 | IWB | ISHARES RUSSELL 1000 ETF | — | 669.0 | $239K | 0.02% | — | — | $356.52 | +14.8% |
| 89 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 6,106.0 | $235K | 0.02% | — | — | $38.42 | +10.5% |
| 90 | ADBE | ADOBE INC COM | Technology | 953.0 | $232K | 0.02% | -515.0 | -35.1% | $243.08 | -2.0% |
| 91 | DINT | DAVIS SELECT INTERNATIONAL ETF | — | 8,412.0 | $226K | 0.02% | — | — | $26.91 | +9.4% |
| 92 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | Technology | 660.0 | $223K | 0.02% | -2K | -78.7% | $338.05 | +25.0% |
| 93 | AMAT | APPLIED MATLS INC COM | Technology | 649.0 | $222K | 0.02% | +506.0 | +353.9% | $341.71 | +31.2% |
| 94 | GLD | SPDR GOLD SHARES | Financial Services | 512.0 | $220K | 0.02% | +30.0 | +6.2% | $430.29 | -5.1% |
| 95 | ACWI | ISHARES MSCI ACWI ETF | — | 1,554.0 | $215K | 0.02% | — | — | $138.33 | +14.0% |
| 96 | ADI | ANALOG DEVICES INC COM | Technology | 672.0 | $214K | 0.02% | +27.0 | +4.2% | $318.10 | +31.1% |
| 97 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | 1,424.0 | $211K | 0.02% | +108.0 | +8.2% | $148.11 | +6.9% |
| 98 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | Financial Services | 337.0 | $208K | 0.02% | — | — | $616.49 | +10.1% |
| 99 | PFE | PFIZER INC COM | Healthcare | 7,397.0 | $208K | 0.02% | — | — | $28.08 | -6.7% |
| 100 | VB | VANGUARD SMALL-CAP ETF | — | 750.0 | $196K | 0.02% | — | — | $261.96 | +11.7% |
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
39.6%
Financial Services
34.3%
Communication Services
12.8%
Consumer Cyclical
5.1%
Healthcare
3.9%
Consumer Defensive
1.7%
Basic Materials
1.5%
Industrials
0.5%
Energy
0.4%
Real Estate
0.2%