Portfolio (Quarterly)
Guide ↗
Heirloom Wealth Management
· CIK 0001882903| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 20,342 | $9.4M | 1.69% | SOLD |
| 2 | XLV | SELECT SECTOR SPDR TR | — | 63,391 | $9.3M | 1.67% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 58,737 | $8.6M | 1.55% | SOLD |
| 4 | SCHZ | SCHWAB STRATEGIC TR | — | 154,967 | $3.6M | 0.65% | SOLD |
| 5 | FNDF | SCHWAB STRATEGIC TR | — | 42,619 | $2.1M | 0.38% | SOLD |
| 6 | SCHE | SCHWAB STRATEGIC TR | — | 63,247 | $2.1M | 0.38% | SOLD |
| 7 | IAUM | ISHARES GOLD TR | Financial Services | 44,279 | $2.1M | 0.37% | SOLD |
| 8 | VUSB | VANGUARD BD INDEX FDS | — | 41,172 | $2.0M | 0.37% | SOLD |
| 9 | QQQ | INVESCO QQQ TR | Financial Services | 2,972 | $1.7M | 0.31% | SOLD |
| 10 | ITOT | ISHARES TR | — | 11,340 | $1.6M | 0.29% | SOLD |
| 11 | — | J P MORGAN EXCHANGE TRADED F | — | 22,918 | $1.4M | 0.25% | SOLD |
| 12 | RPV | INVESCO EXCHANGE TRADED FD T | — | 12,807 | $1.4M | 0.25% | SOLD |
| 13 | FNDC | SCHWAB STRATEGIC TR | — | 28,331 | $1.3M | 0.24% | SOLD |
| 14 | VOT | VANGUARD INDEX FDS | — | 5,081 | $1.3M | 0.24% | SOLD |
| 15 | VGK | VANGUARD INTL EQUITY INDEX F | — | 15,183 | $1.3M | 0.23% | SOLD |
| 16 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 25,352 | $1.2M | 0.21% | SOLD |
| 17 | QUAL | ISHARES TR | — | 3,225 | $619K | 0.11% | SOLD |
| 18 | AGG | ISHARES TR | — | 6,161 | $612K | 0.11% | SOLD |
| 19 | BX | BLACKSTONE INC | Financial Services | 4,853 | $558K | 0.10% | SOLD |
| 20 | MUB | ISHARES TR | — | 5,221 | $554K | 0.10% | SOLD |
Sector Allocation
Technology
33.5%
Financial Services
21.2%
Industrials
12.0%
Consumer Cyclical
8.2%
Communication Services
7.2%
Healthcare
6.8%
Basic Materials
6.8%
Energy
4.0%
Consumer Defensive
0.3%