Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | Financial Services | 753 | $61K | 0.01% | SOLD |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | — | 540 | $25K | 0.01% | SOLD |
| 3 | XSVM | INVESCO EXCHANGE TRADED FD T | — | 357 | $20K | 0.00% | SOLD |
| 4 | MBB | ISHARES TR | — | 178 | $17K | 0.00% | SOLD |
| 5 | AOA | ISHARES TR | — | 164 | $15K | 0.00% | SOLD |
| 6 | SMH | VANECK ETF TRUST | — | 38 | $14K | 0.00% | SOLD |
| 7 | IXN | ISHARES TR | — | 127 | $13K | 0.00% | SOLD |
| 8 | AOM | ISHARES TR | — | 265 | $13K | 0.00% | SOLD |
| 9 | VIOV | VANGUARD ADMIRAL FDS INC | — | 120 | $12K | 0.00% | SOLD |
| 10 | POWR | ISHARES INC | — | 497 | $12K | 0.00% | SOLD |
| 11 | USIG | ISHARES TR | — | 187 | $10K | 0.00% | SOLD |
| 12 | XSD | SPDR SERIES TRUST | — | 30 | $10K | 0.00% | SOLD |
| 13 | RSPF | INVESCO EXCHANGE TRADED FD T | — | 119 | $9K | 0.00% | SOLD |
| 14 | IWR | ISHARES TR | — | 83 | $8K | 0.00% | SOLD |
| 15 | VOOV | VANGUARD ADMIRAL FDS INC | — | 38 | $8K | 0.00% | SOLD |
| 16 | VONV | VANGUARD SCOTTSDALE FDS | — | 80 | $7K | 0.00% | SOLD |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | — | 120 | $7K | 0.00% | SOLD |
| 18 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 40 | $6K | 0.00% | SOLD |
| 19 | FXL | FIRST TR EXCHANGE TRADED FD | — | 34 | $6K | 0.00% | SOLD |
| 20 | DGT | SPDR SERIES TRUST | — | 34 | $6K | 0.00% | SOLD |
Sector Allocation
Financial Services
55.9%
Technology
21.4%
Consumer Cyclical
9.1%
Industrials
4.9%
Communication Services
3.1%
Healthcare
2.6%
Energy
1.9%
Consumer Defensive
0.3%
Utilities
0.3%
Basic Materials
0.2%