Portfolio (Quarterly)
Guide ↗
CONSILIO WEALTH ADVISORS, LLC
· CIK 0001908944| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 9,036 | $1.5M | 0.45% | SOLD |
| 2 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | — | 23,720 | $975K | 0.28% | SOLD |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 781 | $250K | 0.07% | SOLD |
| 4 | T | AT&T INC COM | Communication Services | 7,748 | $225K | 0.07% | SOLD |
| 5 | PFE | PFIZER INC COM | Healthcare | 7,614 | $214K | 0.06% | SOLD |
| 6 | MCD | MCDONALDS CORP COM | Consumer Cyclical | 683 | $212K | 0.06% | SOLD |
| 7 | GILD | GILEAD SCIENCES INC COM | Healthcare | 1,455 | $203K | 0.06% | SOLD |
| 8 | DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | — | 5,509 | $202K | 0.06% | SOLD |
| 9 | BLK | BLACKROCK INC COM | Financial Services | 210 | $202K | 0.06% | SOLD |
Sector Allocation
Technology
42.1%
Consumer Cyclical
29.6%
Financial Services
13.8%
Communication Services
6.7%
Healthcare
3.3%
Consumer Defensive
2.0%
Industrials
1.7%
Utilities
0.5%
Energy
0.2%
Basic Materials
0.2%