Portfolio (Quarterly)
Guide ↗
Wells Financial Advisors INC
· CIK 0001844454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | — | 800 | $36K | 0.07% | SOLD |
| 22 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 39 | $29K | 0.06% | SOLD |
| 23 | AVGO | BROADCOM INC COM | Technology | 70 | $24K | 0.05% | SOLD |
| 24 | HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | — | 380 | $18K | 0.03% | SOLD |
| 25 | ICVT | ISHARES CONVERTIBLE BOND ETF | — | 175 | $17K | 0.03% | SOLD |
| 26 | IBM | INTERNATIONAL BUSINESS MACHS COM | Technology | 58 | $17K | 0.03% | SOLD |
| 27 | WMT | WALMART INC COM | Consumer Defensive | 119 | $13K | 0.03% | SOLD |
| 28 | RBLX | ROBLOX CORP CL A | Technology | 150 | $12K | 0.02% | SOLD |
| 29 | HD | HOME DEPOT INC COM | Consumer Cyclical | 34 | $12K | 0.02% | SOLD |
| 30 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | — | 60 | $5K | 0.01% | SOLD |
| 31 | OEF | ISHARES S&P 100 ETF | — | 8 | $3K | 0.01% | SOLD |
| 32 | KD | KYNDRYL HLDGS INC COMMON STOCK | Technology | 10 | $266.0 | 0.00% | SOLD |
Sector Allocation
Financial Services
100.0%