Portfolio (Quarterly)
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Snider Financial Group
· CIK 0001820681| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IEFA | ISHARES TR | — | 28,525.0 | $2.6M | 0.68% | NEW | — | $89.46 | +6.7% |
| 42 | ANET | ARISTA NETWORKS INC | Technology | 17,058.0 | $2.2M | 0.60% | NEW | — | $131.03 | +20.3% |
| 43 | VTEB | VANGUARD MUN BD FDS | — | 39,905.0 | $2.0M | 0.54% | NEW | — | $50.29 | +0.5% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,991.0 | $2.0M | 0.54% | NEW | — | $502.65 | — |
| 45 | QQQ | INVESCO QQQ TR | Financial Services | 3,101.0 | $1.9M | 0.51% | NEW | — | $614.35 | +15.0% |
| 46 | GOOGL | ALPHABET INC | Communication Services | 5,779.0 | $1.8M | 0.48% | NEW | — | $312.99 | +7.8% |
| 47 | VEU | VANGUARD INTL EQUITY INDEX F | — | 22,767.0 | $1.7M | 0.45% | NEW | — | $73.56 | +12.4% |
| 48 | IWF | ISHARES TR | — | 3,462.0 | $1.6M | 0.44% | NEW | — | $473.30 | -74.8% |
| 49 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.40% | NEW | — | $754800.00 | — |
| 50 | XLG | INVESCO EXCHANGE TRADED FD T | — | 21,029.0 | $1.2M | 0.33% | NEW | — | $59.28 | +0.0% |
| 51 | CTVA | CORTEVA INC | Basic Materials | 17,403.0 | $1.2M | 0.31% | NEW | — | $67.03 | +23.2% |
| 52 | VYM | VANGUARD WHITEHALL FDS | — | 8,116.0 | $1.2M | 0.31% | NEW | — | $143.52 | +10.2% |
| 53 | BAC | BANK AMERICA CORP | Financial Services | 20,232.0 | $1.1M | 0.30% | NEW | — | $55.00 | +5.2% |
| 54 | VOO | VANGUARD INDEX FDS | — | 1,733.0 | $1.1M | 0.29% | NEW | — | $627.21 | +6.8% |
| 55 | USMV | ISHARES TR | — | 11,198.0 | $1.1M | 0.28% | NEW | — | $94.16 | +1.9% |
| 56 | IBDU | ISHARES TR | — | 41,107.0 | $962K | 0.26% | NEW | — | $23.41 | -0.9% |
| 57 | GE | GE AEROSPACE | Industrials | 3,101.0 | $955K | 0.26% | NEW | — | $308.03 | +19.8% |
| 58 | VTV | VANGUARD INDEX FDS | — | 4,655.0 | $889K | 0.24% | NEW | — | $190.99 | +14.3% |
| 59 | IWD | ISHARES TR | — | 4,171.0 | $877K | 0.23% | NEW | — | $210.34 | +15.4% |
| 60 | SBUX | STARBUCKS CORP | Consumer Cyclical | 9,857.0 | $830K | 0.22% | NEW | — | $84.21 | +24.2% |
① 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
36.9%
Healthcare
14.3%
Communication Services
13.1%
Financial Services
12.2%
Consumer Cyclical
7.8%
Industrials
7.0%
Consumer Defensive
6.6%
Basic Materials
1.5%
Utilities
0.4%
Energy
0.2%