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 | SLYV | SPDR SERIES TRUST | — | 78,485.0 | $8.6M | 3.51% | NEW | — | $109.11 | +0.5% |
| 2 | USMV | ISHARES TR | — | 86,141.0 | $8.3M | 3.40% | NEW | — | $96.46 | +4.5% |
| 3 | VTI | VANGUARD INDEX FDS | — | 1,180.0 | $437K | 0.18% | NEW | — | $370.04 | +2.6% |
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%