Portfolio (Quarterly)
Guide ↗
Heirloom Wealth Management
· CIK 0001882903| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | USMV | ISHARES TR | — | 5,388 | $500K | 0.09% | SOLD |
| 22 | IEFA | ISHARES TR | — | 5,404 | $489K | 0.09% | SOLD |
| 23 | JNK | SPDR SERIES TRUST | — | 4,903 | $469K | 0.09% | SOLD |
| 24 | FNDB | SCHWAB STRATEGIC TR | — | 15,271 | $415K | 0.07% | SOLD |
| 25 | HYG | ISHARES TR | — | 4,924 | $392K | 0.07% | SOLD |
| 26 | IMTM | ISHARES TR | — | 8,021 | $385K | 0.07% | SOLD |
| 27 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 22,013 | $377K | 0.07% | SOLD |
| 28 | IWB | ISHARES TR | — | 1,043 | $372K | 0.07% | SOLD |
| 29 | DHI | D R HORTON INC | Consumer Cyclical | 1,978 | $271K | 0.05% | SOLD |
| 30 | HD | HOME DEPOT INC | Consumer Cyclical | 812 | $267K | 0.05% | SOLD |
| 31 | PIE | INVESCO EXCH TRADED FD TR II | — | 9,461 | $246K | 0.04% | SOLD |
| 32 | VB | VANGUARD INDEX FDS | — | 812 | $213K | 0.04% | SOLD |
| 33 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,075 | $206K | 0.04% | 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%