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 | SPTI | SPDR SERIES TRUST | — | 1,018,891.0 | $28.9M | 11.85% | +79K | +8.4% | $28.39 | -1.7% |
| 2 | SPIB | SPDR SERIES TRUST | — | 439,193.0 | $14.7M | 6.02% | +31K | +7.5% | $33.46 | -1.6% |
| 3 | SPEM | SPDR INDEX SHS FDS | — | 232,523.0 | $12.0M | 4.93% | +3K | +1.4% | $51.78 | +3.1% |
| 4 | SLYG | SPDR SERIES TRUST | — | 75,788.0 | $9.0M | 3.70% | +18K | +31.1% | $119.13 | -4.6% |
| 5 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,412.0 | $707K | 0.29% | +222.0 | +18.7% | $500.39 | — |
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%