Portfolio (Quarterly)
Guide ↗
Leicht Financial Planning & Wealth Management, Inc.
· CIK 0001710666| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | — | 828,545.0 | $47.1M | 21.05% | +276K | +49.9% | $56.81 | +8.4% |
| 2 | SPTI | SPDR SERIES TRUST | — | 940,048.0 | $27.1M | 12.12% | +79K | +9.2% | $28.84 | -2.3% |
| 3 | SPMB | SPDR SERIES TRUST | — | 916,454.0 | $20.5M | 9.19% | +64K | +7.5% | $22.41 | -1.3% |
| 4 | SPIB | SPDR SERIES TRUST | — | 408,610.0 | $13.8M | 6.18% | +31K | +8.3% | $33.81 | -1.8% |
| 5 | SGOV | ISHARES TR | — | 41,617.0 | $4.2M | 1.87% | +10K | +31.8% | $100.38 | +0.1% |
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
100.0%