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Portfolio (Quarterly) Guide ↗

Oder Investment Management, LLC

· CIK 0001845109
13F Portfolio $149M AUM 113 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 37 Added 30 Reduced 4 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TEMA ETF TRUST 17,934.0 $751K 0.51% +6K +47.0% $41.89
22 VZ VERIZON COMMUNICATIONS INC Communication Services 17,418.0 $737K 0.49% +2K +13.5% $42.34 +18.3%
23 EPD ENTERPRISE PRODS PARTNERS L 19,451.0 $715K 0.48% +817.0 +4.4% $36.76
24 FIRST TR EXCHANGE TRADED FD 30,344.0 $670K 0.45% +715.0 +2.4% $22.09
25 HD HOME DEPOT INC Consumer Cyclical 1,714.0 $604K 0.41% +29.0 +1.7% $352.68 -6.4%
26 JEPQ J P MORGAN EXCHANGE TRADED F 9,817.0 $603K 0.41% +236.0 +2.5% $61.46 -2.1%
27 CALF PACER FDS TR 11,396.0 $577K 0.39% +1K +12.2% $50.61 +14.3%
28 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 35,566.0 $575K 0.39% +414.0 +1.2% $16.17 -1.8%
29 BKLN INVESCO EXCH TRADED FD TR II 27,760.0 $565K 0.38% +150.0 +0.5% $20.37 +0.7%
30 ANNALY CAPITAL MANAGEMENT IN 24,913.0 $557K 0.37% +3K +14.5% $22.36
31 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 48,984.0 $554K 0.37% +679.0 +1.4% $11.30 -0.9%
32 IWF ISHARES TR 3,792.0 $471K 0.32% +3K +300.0% $124.19 -1.2%
33 MUB ISHARES TR 3,921.0 $422K 0.28% +1K +35.6% $107.62 -2.2%
34 DFAS DIMENSIONAL ETF TRUST 5,055.0 $416K 0.28% +391.0 +8.4% $82.34 -0.3%
35 QQQM INVESCO EXCH TRADED FD TR II 1,347.0 $408K 0.27% +35.0 +2.7% $302.97 -2.6%
36 DFAT DIMENSIONAL ETF TRUST 4,435.0 $310K 0.21% +240.0 +5.7% $69.90 +1.8%
37 EFV ISHARES TR 3,121.0 $239K 0.16% +47.0 +1.5% $76.55 +6.8%
Page 2 of 2  ·  37 positions

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 37.4%
Financial Services 27.6%
Consumer Cyclical 15.7%
Communication Services 12.0%
Industrials 2.9%
Healthcare 2.2%
Energy 1.0%
Consumer Defensive 1.0%
Real Estate 0.2%