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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 6 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS Technology 2,414.0 $679K 0.11% NEW $281.25 -16.2%
102 VOE VANGUARD INDEX FDS 3,414.0 $675K 0.11% NEW $197.60 +5.6%
103 V VISA INC Financial Services 1,902.0 $652K 0.11% NEW $343.05 +8.2%
104 CWB SPDR SERIES TRUST 5,630.0 $607K 0.10% NEW $107.81 -3.8%
105 JPM JPMORGAN CHASE & CO Financial Services 1,825.0 $598K 0.10% NEW $327.41 +7.4%
106 SCHX SCHWAB STRATEGIC TR 20,124.0 $592K 0.10% NEW $29.43 +2.7%
107 F FORD MTR CO Consumer Cyclical 38,959.0 $542K 0.09% NEW $13.90 +3.7%
108 XMLV INVESCO EXCH TRADED FD TR II 7,457.0 $495K 0.08% NEW $66.33 +2.1%
109 FJUN FIRST TR EXCHNG TRADED FD VI 8,211.0 $492K 0.08% NEW $59.95 +1.9%
110 SPSM SPDR SERIES TRUST 8,353.0 $482K 0.08% NEW $57.67 -0.7%
111 GD GENERAL DYNAMICS CORP Industrials 1,346.0 $477K 0.08% NEW $354.24 +8.5%
112 WMT WALMART INC Consumer Defensive 3,963.0 $449K 0.07% NEW $113.26 -8.4%
113 SPMO INVESCO EXCH TRADED FD TR II 2,694.0 $435K 0.07% NEW $161.52 -7.9%
114 ROK ROCKWELL AUTOMATION INC Industrials 861.0 $426K 0.07% NEW $494.79 -11.7%
115 ASML ASML HLDG NV Technology 210.0 $418K 0.07% NEW $1989.44 -11.3%
116 VB VANGUARD INDEX FDS 1,377.0 $417K 0.07% NEW $303.12 +0.5%
117 CSCO CISCO SYS INC Technology 3,552.0 $417K 0.07% NEW $117.47 -5.5%
118 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 440.0 $412K 0.07% NEW $935.47 +1.3%
119 AMAT APPLIED MATLS INC Technology 561.0 $406K 0.07% NEW $723.00 -31.9%
120 AMD ADVANCED MICRO DEVICES INC Technology 685.0 $398K 0.07% NEW $580.91 -18.5%
Page 6 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%