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 | SPYG | SPDR SERIES TRUST | — | 429,682.0 | $51.1M | 20.95% | -73K | -14.6% | $118.99 | +2.3% |
| 2 | SPDW | SPDR INDEX SHS FDS | — | 435,860.0 | $22.0M | 9.00% | -23K | -5.0% | $50.39 | +3.8% |
| 3 | SPSM | SPDR SERIES TRUST | — | 314,283.0 | $18.1M | 7.43% | -67K | -17.7% | $57.67 | -2.0% |
| 4 | SPMB | SPDR SERIES TRUST | — | 618,696.0 | $13.8M | 5.66% | -298K | -32.5% | $22.31 | -2.0% |
| 5 | SGOV | ISHARES TR | — | 34,973.0 | $3.5M | 1.44% | -7K | -16.0% | $100.67 | -0.2% |
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%