Portfolio (Quarterly)
Guide ↗
COLLECTIVE FAMILY OFFICE LLC
· CIK 0001845066| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | QUALCOMM INC | Technology | 1,788 | $306K | 0.07% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 1,052 | $279K | 0.06% | SOLD |
| 3 | SDY | SPDR SERIES TRUST | — | 1,948 | $271K | 0.06% | SOLD |
| 4 | AIG | AMERICAN INTL GROUP INC | Financial Services | 2,808 | $240K | 0.06% | SOLD |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,612 | $236K | 0.05% | SOLD |
| 6 | SCHG | SCHWAB STRATEGIC TR | — | 7,232 | $236K | 0.05% | SOLD |
| 7 | XLK | SELECT SECTOR SPDR TR | — | 1,620 | $233K | 0.05% | SOLD |
Sector Allocation
Financial Services
30.5%
Technology
21.7%
Energy
13.8%
Communication Services
8.8%
Healthcare
8.4%
Industrials
6.8%
Consumer Cyclical
5.2%
Consumer Defensive
2.9%
Utilities
1.2%
Basic Materials
0.6%