Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DISV | DIMENSIONAL ETF TRUST | — | 367 | $14K | 0.00% | SOLD |
| 22 | DFAE | DIMENSIONAL ETF TRUST | — | 421 | $14K | 0.00% | SOLD |
| 23 | DFIS | DIMENSIONAL ETF TRUST | — | 407 | $14K | 0.00% | SOLD |
| 24 | DFAI | DIMENSIONAL ETF TRUST | — | 348 | $14K | 0.00% | SOLD |
| 25 | — | ISHARES TR | — | 589 | $13K | 0.00% | SOLD |
| 26 | — | ISHARES TR | — | 601 | $13K | 0.00% | SOLD |
| 27 | BNDX | VANGUARD CHARLOTTE FDS | — | 272 | $13K | 0.00% | SOLD |
| 28 | CCL | CARNIVAL CORP | Consumer Cyclical | 500 | $13K | 0.00% | SOLD |
| 29 | BSV | VANGUARD BD INDEX FDS | — | 159 | $12K | 0.00% | SOLD |
| 30 | NDAQ | NASDAQ INC | Financial Services | 136 | $12K | 0.00% | SOLD |
| 31 | SMCI CALL | SUPER MICRO COMPUTER INC | Technology | 500 | $11K | 0.00% | SOLD |
| 32 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 94 | $10K | 0.00% | SOLD |
| 33 | SA | SEABRIDGE GOLD INC | Basic Materials | 275 | $8K | 0.00% | SOLD |
| 34 | VPU | VANGUARD WORLD FD | — | 36 | $7K | 0.00% | SOLD |
| 35 | VMBS | VANGUARD SCOTTSDALE FDS | — | 140 | $7K | 0.00% | SOLD |
| 36 | PGX | INVESCO EXCH TRADED FD TR II | — | 540 | $6K | 0.00% | SOLD |
| 37 | CNRG | SPDR SERIES TRUST | — | 53 | $5K | 0.00% | SOLD |
| 38 | SMOG | VANECK ETF TRUST | — | 34 | $5K | 0.00% | SOLD |
| 39 | VIS | VANGUARD WORLD FD | — | 14 | $4K | 0.00% | SOLD |
| 40 | PEGA | PEGASYSTEMS INC | Technology | 100 | $4K | — | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
16.0%
Industrials
13.1%
Consumer Cyclical
10.7%
Healthcare
7.6%
Communication Services
7.2%
Consumer Defensive
4.7%
Utilities
3.1%
Energy
3.1%
Real Estate
1.3%