Portfolio (Quarterly)
Guide ↗
Stonebridge Financial Planning Group, LLC
· CIK 0001802494| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PBDC | PUTNAM ETF TRUST | — | 74,649 | $2.3M | 0.82% | SOLD |
| 2 | BIZD | VANECK ETF TRUST | — | 108,435 | $1.5M | 0.56% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,010 | $268K | 0.10% | SOLD |
| 4 | BSV | VANGUARD BD INDEX FDS | — | 3,108 | $245K | 0.09% | SOLD |
| 5 | XRT | SPDR SERIES TRUST | — | 2,650 | $226K | 0.08% | SOLD |
| 6 | BIL | SPDR SERIES TRUST | — | 2,451 | $224K | 0.08% | SOLD |
| 7 | IJS | ISHARES TR | — | 1,799 | $205K | 0.07% | SOLD |
Sector Allocation
Technology
29.1%
Financial Services
19.0%
Consumer Cyclical
15.1%
Communication Services
10.2%
Industrials
7.7%
Healthcare
6.9%
Consumer Defensive
6.6%
Energy
3.4%
Utilities
1.9%