Portfolio (Quarterly)
Guide ↗
Armor Investment Advisors, LLC
· CIK 0001694079| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | EFA | ISHARES TR | — | 1,722.0 | $165K | 0.06% | NEW | — | $96.04 | +7.2% |
| 102 | VHT | VANGUARD WORLD FD | — | 517.0 | $149K | 0.06% | NEW | — | $287.85 | +4.5% |
| 103 | IGSB | ISHARES TR | — | 2,020.0 | $107K | 0.04% | NEW | — | $52.88 | -0.8% |
| 104 | SCHG | SCHWAB STRATEGIC TR | — | 3,260.0 | $106K | 0.04% | NEW | — | $32.62 | +1.1% |
| 105 | IVW | ISHARES TR | — | 838.0 | $103K | 0.04% | NEW | — | $123.26 | +8.6% |
| 106 | EOD | ALLSPRING GLOBAL DIVIDEND OP | Financial Services | 17,022.0 | $99K | 0.04% | NEW | — | $5.83 | +9.7% |
| 107 | XJH | ISHARES TR | — | 2,103.0 | $94K | 0.04% | NEW | — | $44.65 | +15.4% |
| 108 | VOE | VANGUARD INDEX FDS | — | 495.0 | $88K | 0.03% | NEW | — | $177.37 | +12.5% |
| 109 | EUSB | ISHARES TR | — | 1,971.0 | $87K | 0.03% | NEW | — | $43.91 | -0.7% |
| 110 | SUSB | ISHARES TR | — | 3,200.0 | $81K | 0.03% | NEW | — | $25.24 | -0.9% |
| 111 | XLU | SELECT SECTOR SPDR TR | — | 1,870.0 | $80K | 0.03% | NEW | — | $42.69 | +8.1% |
| 112 | DMXF | ISHARES TR | — | 991.0 | $74K | 0.03% | NEW | — | $75.16 | +10.9% |
| 113 | GOOG | ALPHABET INC | Communication Services | 180.0 | $56K | 0.02% | NEW | — | $313.80 | +9.3% |
| 114 | IYR | ISHARES TR | — | 593.0 | $56K | 0.02% | NEW | — | $93.89 | +11.1% |
| 115 | XLY | SELECT SECTOR SPDR TR | — | 466.0 | $56K | 0.02% | NEW | — | $119.41 | -3.4% |
| 116 | XLF | SELECT SECTOR SPDR TR | — | 978.0 | $54K | 0.02% | NEW | — | $54.77 | -1.6% |
| 117 | VNQ | VANGUARD INDEX FDS | — | 532.0 | $47K | 0.02% | NEW | — | $88.49 | +11.1% |
| 118 | XLI | SELECT SECTOR SPDR TR | — | 285.0 | $44K | 0.02% | NEW | — | $155.12 | +17.8% |
| 119 | IJK | ISHARES TR | — | 440.0 | $43K | 0.02% | NEW | — | $96.88 | +19.4% |
| 120 | QYLD | GLOBAL X FDS | — | 2,400.0 | $42K | 0.02% | NEW | — | $17.67 | +1.8% |
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
21.7%
Communication Services
16.6%
Technology
16.6%
Utilities
8.4%
Healthcare
8.3%
Consumer Cyclical
8.0%
Real Estate
6.6%
Consumer Defensive
5.5%
Energy
4.8%
Industrials
3.5%