Portfolio (Quarterly)
Guide ↗
Morton Brown Family Wealth, LLC
· CIK 0001909851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 76.0 | $8K | 0.00% | -29.0 | -27.6% | $103.43 | -1.3% |
| 22 | PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | Financial Services | 116.0 | $4K | 0.00% | -143.0 | -55.2% | $35.44 | -10.2% |
| 23 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 5.0 | $368.0 | — | -4.0 | -44.4% | $73.60 | -0.4% |
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
58.4%
Technology
22.1%
Industrials
3.9%
Consumer Cyclical
3.5%
Basic Materials
3.1%
Healthcare
2.3%
Energy
2.1%
Communication Services
2.0%
Consumer Defensive
1.3%
Utilities
1.2%