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Portfolio (Quarterly) Guide ↗

ERn Financial, LLC

· CIK 0001768302
13F Portfolio $604M AUM 161 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 161 New
Page 4 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLYV SPDR SERIES TRUST 15,232.0 $1.7M 0.28% NEW $109.11 +1.2%
62 FICO FAIR ISAAC CORP Technology 1,364.0 $1.6M 0.27% NEW $1194.78 -1.9%
63 MTUM ISHARES TR 4,716.0 $1.6M 0.27% NEW $342.84 -11.0%
64 EMXC ISHARES INC 15,553.0 $1.6M 0.26% NEW $102.30 -4.4%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,046.0 $1.5M 0.25% NEW $746.81 +2.5%
66 GOOG ALPHABET INC 4,251.0 $1.5M 0.25% NEW $353.36
67 EEM ISHARES TR 21,754.0 $1.5M 0.25% NEW $68.41 -1.9%
68 TSLA TESLA INC Consumer Cyclical 3,511.0 $1.5M 0.24% NEW $420.60 -13.7%
69 FDVV FIDELITY COVINGTON TRUST 24,220.0 $1.5M 0.24% NEW $60.29 +4.7%
70 VEA VANGUARD TAX-MANAGED FDS 20,489.0 $1.5M 0.24% NEW $71.25 +3.0%
71 CACC CREDIT ACCEP CORP MICH Financial Services 2,100.0 $1.3M 0.22% NEW $636.74 -5.6%
72 VIG VANGUARD SPECIALIZED FUNDS 5,577.0 $1.3M 0.22% NEW $236.62 +3.1%
73 IAU ISHARES GOLD TR Financial Services 17,059.0 $1.3M 0.21% NEW $75.51 +14.9%
74 DFAC DIMENSIONAL ETF TRUST 27,894.0 $1.2M 0.20% NEW $44.36 +2.8%
75 AMZN AMAZON COM INC Consumer Cyclical 4,939.0 $1.2M 0.20% NEW $238.34 +8.5%
76 GOOGL ALPHABET INC Communication Services 3,194.0 $1.1M 0.19% NEW $357.42 -3.5%
77 ESGU ISHARES TR 6,910.0 $1.1M 0.19% NEW $163.67 +2.5%
78 VBK VANGUARD INDEX FDS 3,040.0 $1.1M 0.18% NEW $365.68 -1.9%
79 MU MICRON TECHNOLOGY INC Technology 925.0 $1.1M 0.18% NEW $1154.29 -16.2%
80 META META PLATFORMS INC Communication Services 1,855.0 $1.0M 0.17% NEW $563.33 -2.4%
Page 4 of 9  ·  161 positions

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 48.3%
Financial Services 20.3%
Consumer Cyclical 8.4%
Communication Services 5.7%
Healthcare 5.2%
Industrials 4.4%
Consumer Defensive 3.5%
Energy 2.5%
Utilities 1.1%
Basic Materials 0.5%