Portfolio (Quarterly)
Guide ↗
S.E.E.D. Planning Group LLC
· CIK 0001765515| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 16,171 | $496K | 0.14% | SOLD |
| 2 | XLU | SELECT SECTOR SPDR TR | — | 7,226 | $332K | 0.10% | SOLD |
| 3 | DGRO | ISHARES TR | — | 4,377 | $307K | 0.09% | SOLD |
| 4 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 4,000 | $300K | 0.09% | SOLD |
| 5 | GILD | GILEAD SCIENCES INC | Healthcare | 2,000 | $279K | 0.08% | SOLD |
| 6 | BCS | BARCLAYS PLC | Financial Services | 12,500 | $264K | 0.08% | SOLD |
| 7 | HAL | HALLIBURTON CO | Energy | 6,500 | $253K | 0.07% | SOLD |
| 8 | PYPL | PAYPAL HLDGS INC | Financial Services | 5,500 | $249K | 0.07% | SOLD |
| 9 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 6,000 | $248K | 0.07% | SOLD |
| 10 | CSTM | CONSTELLIUM SE | Basic Materials | 9,500 | $234K | 0.07% | SOLD |
| 11 | EXC | EXELON CORP | Utilities | 4,600 | $225K | 0.07% | SOLD |
| 12 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 20,000 | $128K | 0.04% | SOLD |
Sector Allocation
Consumer Cyclical
13.4%
Technology
11.9%
Financial Services
9.4%
Basic Materials
9.2%
Industrials
9.1%
Energy
9.0%
Communication Services
8.8%
Healthcare
8.4%
Real Estate
8.4%
Consumer Defensive
8.1%