Portfolio (Quarterly)
Guide ↗
PENOBSCOT WEALTH MANAGEMENT
· CIK 0001875768| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CALF | PACER FDS TR | — | 27,513 | $1.2M | 0.38% | SOLD |
| 2 | DFSU | DIMENSIONAL ETF TRUST | — | 5,302 | $230K | 0.07% | SOLD |
| 3 | FUTY | FIDELITY COVINGTON TRUST | — | 4,047 | $223K | 0.07% | SOLD |
| 4 | V | VISA INC | Financial Services | 588 | $206K | 0.06% | SOLD |
| 5 | IVV | ISHARES TR | — | 294 | $201K | 0.06% | SOLD |
Sector Allocation
Technology
38.6%
Financial Services
31.0%
Healthcare
11.9%
Industrials
5.2%
Consumer Defensive
4.5%
Communication Services
4.0%
Consumer Cyclical
2.6%
Energy
2.3%