Portfolio (Quarterly)
Guide ↗
Wells Financial Advisors INC
· CIK 0001844454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TRUST | Financial Services | 2,400 | $175K | 0.23% | SOLD |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | Communication Services | 440 | $107K | 0.14% | SOLD |
| 3 | AMZN | AMAZON COM INC COM | Consumer Cyclical | 280 | $61K | 0.08% | SOLD |
| 4 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | — | 320 | $47K | 0.06% | SOLD |
| 5 | — | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | — | 1,440 | $36K | 0.05% | SOLD |
| 6 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | — | 425 | $17K | 0.02% | SOLD |
Sector Allocation
Financial Services
96.6%
Technology
2.8%
Consumer Cyclical
0.3%
Consumer Defensive
0.3%