Portfolio (Quarterly)
Guide ↗
Security Financial Services, INC.
· CIK 0001913590| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | — | 12,343 | $625K | 0.10% | SOLD |
| 2 | STIP | ISHARES TR | — | 4,628 | $478K | 0.08% | SOLD |
| 3 | ACN | ACCENTURE PLC IRELAND | Technology | 1,751 | $432K | 0.07% | SOLD |
| 4 | FDS | FACTSET RESH SYS INC | Financial Services | 900 | $258K | 0.04% | SOLD |
| 5 | HYGW | ISHARES TR | — | 6,846 | $208K | 0.03% | SOLD |
| 6 | INTC | INTEL CORP | Technology | 5,968 | $200K | 0.03% | SOLD |
Sector Allocation
Financial Services
31.6%
Technology
30.8%
Consumer Defensive
8.5%
Consumer Cyclical
7.2%
Healthcare
6.8%
Industrials
5.7%
Communication Services
5.2%
Basic Materials
1.7%
Utilities
1.4%
Energy
1.0%