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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 297.0 | $33K | 0.00% | -38.0 | -11.3% | $111.42 | -77.0% |
| 322 | SHY | ISHARES TR | — | 400.0 | $33K | 0.00% | — | — | $82.57 | -0.8% |
| 323 | PPA | INVESCO EXCHANGE TRADED FD T | — | 205.0 | $33K | 0.00% | — | — | $160.11 | +11.0% |
| 324 | VTV | VANGUARD INDEX FDS | — | 166.0 | $33K | 0.00% | — | — | $196.20 | +10.1% |
| 325 | IXJ | ISHARES TR | — | 346.0 | $32K | 0.00% | — | — | $92.93 | +0.7% |
| 326 | AXON | AXON ENTERPRISE INC | Industrials | 75.0 | $32K | 0.00% | — | — | $424.69 | -0.4% |
| 327 | SCHG | SCHWAB STRATEGIC TR | — | 1,122.0 | $32K | 0.00% | — | — | $28.33 | +18.1% |
| 328 | ICLN | ISHARES TR | — | 1,700.0 | $31K | 0.00% | +1K | +142.9% | $17.97 | +14.0% |
| 329 | VIG | VANGUARD SPECIALIZED FUNDS | — | 136.0 | $29K | 0.00% | — | — | $215.06 | +9.1% |
| 330 | PYPL | PAYPAL HLDGS INC | Financial Services | 588.0 | $27K | 0.00% | -1K | -70.5% | $45.23 | -7.0% |
| 331 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 240.0 | $26K | 0.00% | — | — | $109.36 | +20.6% |
| 332 | AIG | AMERICAN INTL GROUP INC | Financial Services | 343.0 | $26K | 0.00% | -46.0 | -11.8% | $75.25 | -0.6% |
| 333 | MET | METLIFE INC | Financial Services | 352.0 | $25K | 0.00% | -47.0 | -11.8% | $70.72 | +21.4% |
| 334 | COIN | COINBASE GLOBAL INC | Financial Services | 142.0 | $25K | 0.00% | -23.0 | -13.9% | $174.61 | -5.6% |
| 335 | XLG | INVESCO EXCHANGE TRADED FD T | — | 460.0 | $24K | 0.00% | — | — | $53.21 | +15.0% |
| 336 | XT | ISHARES TR | — | 360.0 | $24K | 0.00% | NEW | — | $65.77 | +22.9% |
| 337 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 750.0 | $24K | 0.00% | — | — | $31.57 | -14.9% |
| 338 | XHE | SPDR SERIES TRUST | — | 307.0 | $24K | 0.00% | — | — | $76.84 | +4.3% |
| 339 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 100.0 | $23K | 0.00% | — | — | $234.03 | +12.3% |
| 340 | MRK | MERCK & CO INC | Healthcare | 269.0 | $23K | 0.00% | -1K | -82.7% | $84.56 | +36.6% |
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
40.8%
Industrials
31.7%
Utilities
6.3%
Basic Materials
5.6%
Financial Services
3.9%
Communication Services
3.8%
Healthcare
3.1%
Consumer Cyclical
2.3%
Energy
1.7%
Consumer Defensive
0.6%