Portfolio (Quarterly)
Guide ↗
MARIPAU WEALTH MANAGEMENT LLC
· CIK 0001890698| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | HDEF | DBX ETF TR | — | 8,130.0 | $263K | 0.12% | NEW | — | $32.41 | +1.1% |
| 142 | JNJ | JOHNSON &JOHNSON | Healthcare | 1,042.0 | $255K | 0.11% | NEW | — | $244.45 | -3.8% |
| 143 | DFAW | DIMENSIONAL ETF TRUST | — | 3,421.0 | $252K | 0.11% | NEW | — | $73.77 | +13.1% |
| 144 | GLDM | WORLD GOLD TR | Financial Services | 2,709.0 | $251K | 0.11% | NEW | — | $92.69 | -7.5% |
| 145 | IWX | ISHARES TR | — | 2,707.0 | $251K | 0.11% | NEW | — | $92.67 | +14.2% |
| 146 | SYSB | ISHARES TR | — | 2,740.0 | $244K | 0.11% | NEW | — | $89.00 | -0.4% |
| 147 | DFGX | DIMENSIONAL ETF TRUST | — | 4,625.0 | $243K | 0.11% | NEW | — | $52.45 | +2.1% |
| 148 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,657.0 | $242K | 0.11% | NEW | — | $146.32 | -8.9% |
| 149 | FMF | FIRST TR EXCHANGE-TRADED FD | — | 4,770.0 | $241K | 0.11% | NEW | — | $50.62 | +0.0% |
| 150 | FISR | SSGA ACTIVE TR | — | 9,272.0 | $238K | 0.10% | NEW | — | $25.72 | -0.4% |
| 151 | PFF | ISHARES TR | — | 7,825.0 | $237K | 0.10% | NEW | — | $30.32 | +2.9% |
| 152 | UBER | UBER TECHNOLOGIES INC | Technology | 3,288.0 | $237K | 0.10% | NEW | — | $71.94 | +1.8% |
| 153 | DIS | DISNEY WALT CO | Communication Services | 2,447.0 | $236K | 0.10% | NEW | — | $96.39 | +5.1% |
| 154 | — | BLACKROCK ETF TRUST | — | 7,055.0 | $231K | 0.10% | NEW | — | $32.72 | — |
| 155 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 3,613.0 | $226K | 0.10% | NEW | — | $62.68 | +35.7% |
| 156 | TT | TRANE TECHNOLOGIES PLC | Industrials | 542.0 | $226K | 0.10% | NEW | — | $416.76 | +14.1% |
| 157 | XHLF | BONDBLOXX ETF TRUST | — | 4,351.0 | $219K | 0.10% | NEW | — | $50.33 | -0.2% |
| 158 | MU | MICRON TECHNOLOGY INC | Technology | 637.0 | $215K | 0.10% | NEW | — | $337.61 | +202.3% |
| 159 | PH | PARKER-HANNIFIN CORP | Industrials | 237.0 | $212K | 0.09% | NEW | — | $896.60 | +4.7% |
| 160 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 2,814.0 | $212K | 0.09% | NEW | — | $75.18 | +17.9% |
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
Financial Services
36.1%
Technology
28.5%
Consumer Cyclical
8.8%
Communication Services
8.1%
Consumer Defensive
5.5%
Industrials
4.9%
Healthcare
2.8%
Energy
2.3%
Basic Materials
1.7%
Real Estate
1.2%