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Portfolio (Quarterly) Guide ↗

GHE, LLC

· CIK 0001910179
13F Portfolio $265M AUM 57 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 16 Added 29 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LQD ISHARES TR IBOXX INV CP ETF 5,000.0 $545K 0.21% NEW $109.07 -3.3%
2 APP APPLOVIN CORPORATION - Cl A Technology 500.0 $258K 0.10% NEW $515.23 -37.8%
3 INVESCO BULLETSHARES 2028 CORP BOND ETF 10,000.0 $204K 0.08% NEW $20.36

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
Technology 63.7%
Financial Services 16.4%
Consumer Cyclical 8.7%
Consumer Defensive 4.1%
Energy 2.9%
Industrials 2.6%
Healthcare 1.4%
Real Estate 0.2%