Portfolio (Quarterly)
Guide ↗
Y.D. More Investments Ltd
· CIK 0001870364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | T | AT&T INC | Communication Services | 4,297.0 | $89K | 0.00% | +153.0 | +3.7% | $20.70 | +25.0% |
| 162 | DTE | DTE ENERGY CO | Utilities | 567.0 | $86K | 0.00% | +20.0 | +3.7% | $152.37 | -9.6% |
| 163 | EXC | EXELON CORP | Utilities | 1,843.0 | $86K | 0.00% | +65.0 | +3.7% | $46.62 | -4.7% |
| 164 | PGR | PROGRESSIVE CORP | Financial Services | 376.0 | $82K | 0.00% | +2.0 | +0.5% | $218.45 | +1.9% |
| 165 | OMC | OMNICOM GROUP INC | Communication Services | 1,033.0 | $75K | 0.00% | +37.0 | +3.7% | $72.83 | +20.7% |
| 166 | GPC | GENUINE PARTS CO | Consumer Cyclical | 556.0 | $66K | 0.00% | +20.0 | +3.7% | $117.98 | +18.2% |
| 167 | VWO | VANGUARD INTL EQUITY INDEX F | — | 896.0 | $53K | 0.00% | +121.0 | +15.6% | $59.58 | +1.8% |
| 168 | TEAM | ATLASSIAN CORPORATION | Technology | 618.0 | $48K | 0.00% | +528.0 | +586.7% | $77.79 | +116.6% |
| 169 | VTV | VANGUARD INDEX FDS | — | 216.0 | $47K | 0.00% | +50.0 | +30.1% | $217.93 | +4.1% |
| 170 | QTUM | ETF SER SOLUTIONS | — | 240.0 | $39K | 0.00% | +120.0 | +100.0% | $163.84 | -9.2% |
| 171 | IBDT | ISHARES TR | — | 1,513.0 | $38K | 0.00% | +1K | +202.6% | $25.25 | -0.2% |
| 172 | XHE | SPDR SERIES TRUST | — | 454.0 | $38K | 0.00% | +147.0 | +47.9% | $83.72 | +14.4% |
| 173 | IEF | ISHARES TR | — | 400.0 | $38K | 0.00% | +300.0 | +300.0% | $94.57 | -1.3% |
| 174 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 287.0 | $25K | 0.00% | +3.0 | +1.1% | $87.04 | +11.5% |
| 175 | TTD | THE TRADE DESK INC | Technology | 1,379.0 | $25K | 0.00% | +979.0 | +244.8% | $18.08 | -27.9% |
| 176 | IWF | ISHARES TR | — | 192.0 | $24K | 0.00% | +144.0 | +300.0% | $124.17 | -2.0% |
| 177 | COIN | COINBASE GLOBAL INC | Financial Services | 143.0 | $21K | 0.00% | +1.0 | +0.7% | $146.19 | +24.3% |
| 178 | QUAL | ISHARES TR | — | 64.0 | $14K | — | +32.0 | +100.0% | $217.62 | +2.8% |
| 179 | FIS | FIDELITY NATL INFORMATION SV | Technology | 333.0 | $13K | — | +2.0 | +0.6% | $38.88 | +4.5% |
| 180 | EWG | ISHARES INC | — | 302.0 | $12K | — | +151.0 | +100.0% | $40.98 | +8.1% |
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
50.6%
Industrials
22.3%
Financial Services
5.9%
Utilities
5.7%
Basic Materials
4.4%
Healthcare
4.2%
Consumer Cyclical
3.0%
Communication Services
2.4%
Energy
0.7%
Consumer Defensive
0.6%