Portfolio (Quarterly)
Guide ↗
Center for Financial Planning, Inc.
· CIK 0001803557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IT | GARTNER INC | Technology | 17 | $4K | — | SOLD |
| 42 | SHY | ISHARES TR | — | 50 | $4K | — | SOLD |
| 43 | EMN | EASTMAN CHEM CO | Basic Materials | 56 | $4K | — | SOLD |
| 44 | TLH | ISHARES TR | — | 34 | $3K | — | SOLD |
| 45 | PAYX | PAYCHEX INC | Industrials | 29 | $3K | — | SOLD |
| 46 | CLX | CLOROX CO DEL | Consumer Defensive | 31 | $3K | — | SOLD |
| 47 | BAI | BLACKROCK ETF TRUST | — | 90 | $3K | — | SOLD |
| 48 | DGRO | ISHARES TR | — | 41 | $3K | — | SOLD |
| 49 | THRO | BLACKROCK ETF TRUST | — | 72 | $3K | — | SOLD |
| 50 | EMXC | ISHARES INC | — | 38 | $3K | — | SOLD |
| 51 | EBAY | EBAY INC. | Consumer Cyclical | 31 | $3K | — | SOLD |
| 52 | MINT | PIMCO ETF TR | — | 20 | $2K | — | SOLD |
| 53 | MBB | ISHARES TR | — | 20 | $2K | — | SOLD |
| 54 | BINC | BLACKROCK ETF TRUST II | — | 36 | $2K | — | SOLD |
| 55 | MTUM | ISHARES TR | — | 7 | $2K | — | SOLD |
| 56 | ITA | ISHARES TR | — | 8 | $2K | — | SOLD |
| 57 | NATL | NCR ATLEOS CORPORATION | Technology | 44 | $2K | — | SOLD |
| 58 | — | MILLROSE PPTYS INC | — | 52 | $2K | — | SOLD |
| 59 | IAGG | ISHARES TR | — | 30 | $2K | — | SOLD |
| 60 | — | SIX FLAGS ENTERTAINMENT CORP | — | 70 | $1K | — | SOLD |
Sector Allocation
Technology
23.8%
Healthcare
15.3%
Financial Services
14.9%
Consumer Cyclical
9.5%
Industrials
8.5%
Consumer Defensive
8.5%
Communication Services
7.5%
Energy
5.4%
Utilities
4.3%
Real Estate
1.2%