Portfolio (Quarterly)
Guide ↗
DOPKINS WEALTH MANAGEMENT, LLC
· CIK 0001904152| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 8,378 | $1.4M | 0.57% | SOLD |
| 2 | CVX | CHEVRON CORPORATION | Energy | 1,716 | $355K | 0.14% | SOLD |
| 3 | PEP | PEPSICO INC | Consumer Defensive | 2,000 | $311K | 0.12% | SOLD |
| 4 | DFAU | DIMENSIONAL ETF TRUST | — | 5,861 | $264K | 0.11% | SOLD |
| 5 | ABBV | ABBVIE INC | Healthcare | 1,142 | $248K | 0.10% | SOLD |
Sector Allocation
Technology
37.0%
Financial Services
34.7%
Consumer Cyclical
5.9%
Industrials
5.4%
Healthcare
4.4%
Utilities
3.7%
Communication Services
3.5%
Consumer Defensive
2.7%
Energy
2.1%
Basic Materials
0.7%