Portfolio (Quarterly)
Guide ↗
Steigerwald, Gordon & Koch Inc.
· CIK 0001731876| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWP | iShares Russell Mid-Cap Growth ETF | — | 1,546 | $220K | 0.02% | SOLD |
| 2 | — | MR COOPER GROUP INC | — | 200 | $42K | 0.00% | SOLD |
| 3 | — | London Stock Exchange Group PLC | — | 829 | $24K | 0.00% | SOLD |
| 4 | — | Schwab Mortgage-Backed Securities ETF | — | 926 | $24K | 0.00% | SOLD |
| 5 | GOVT | iShares US Treasury Bond | — | 964 | $22K | 0.00% | SOLD |
| 6 | — | Cohen & Steers Realty Shares | — | 325 | $22K | 0.00% | SOLD |
| 7 | SPEM | SPDR S&P Emerging Markets ETF | — | 415 | $19K | 0.00% | SOLD |
| 8 | VSS | Vgrd Ftse All Wrld Ex US | — | 79 | $11K | 0.00% | SOLD |
| 9 | VNQI | Vanguard Glbal Ex US | — | 145 | $7K | 0.00% | SOLD |
| 10 | BTI | British American Tobacco Plc Adrf | Consumer Defensive | 128 | $7K | 0.00% | SOLD |
| 11 | SCHP | Schwab US Tips Etf | — | 226 | $6K | 0.00% | SOLD |
| 12 | ING | ING Group Adr | Financial Services | 227 | $6K | 0.00% | SOLD |
| 13 | EBND | SPDR S&P Emerging Mkts | — | 277 | $6K | 0.00% | SOLD |
| 14 | — | Kellogg Company | — | 72 | $6K | 0.00% | SOLD |
| 15 | RY | Royal Bank of Canada | Financial Services | 39 | $6K | 0.00% | SOLD |
| 16 | LYG | Lloyds Tsb Group Adr | Financial Services | 1,244 | $6K | 0.00% | SOLD |
| 17 | — | Iberdrola SA | — | 74 | $6K | 0.00% | SOLD |
| 18 | TTE | TotalEnergies SE | Energy | 92 | $5K | 0.00% | SOLD |
| 19 | BP | Bp Plc Adr F Sponsored Adr | Energy | 157 | $5K | 0.00% | SOLD |
| 20 | CE | Celanese Corp | Basic Materials | 125 | $5K | 0.00% | SOLD |
Sector Allocation
Technology
25.9%
Healthcare
17.0%
Financial Services
15.0%
Industrials
13.6%
Consumer Defensive
7.4%
Communication Services
7.2%
Consumer Cyclical
4.4%
Basic Materials
2.8%
Real Estate
2.3%
Utilities
2.3%