Portfolio (Quarterly)
Guide ↗
GRAND WEALTH MANAGEMENT, LLC
· CIK 0001939443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DVY | ISHARES TR | — | 1,256 | $177K | 0.08% | SOLD |
| 2 | HDV | ISHARES TR | — | 918 | $112K | 0.05% | SOLD |
| 3 | EFA | ISHARES TR | — | 542 | $52K | 0.02% | SOLD |
| 4 | RWR | SPDR SERIES TRUST | — | 520 | $51K | 0.02% | SOLD |
| 5 | LQD | ISHARES TR | — | 182 | $20K | 0.01% | SOLD |
| 6 | EMB | ISHARES TR | — | 208 | $20K | 0.01% | SOLD |
| 7 | PFF | ISHARES TR | — | 641 | $20K | 0.01% | SOLD |
| 8 | TLH | ISHARES TR | — | 10 | $1K | — | SOLD |
| 9 | MTUM | ISHARES TR | — | 4 | $1K | — | SOLD |
| 10 | MBB | ISHARES TR | — | 6 | $571.0 | — | SOLD |
| 11 | ITA | ISHARES TR | — | 2 | $429.0 | — | SOLD |
Sector Allocation
Technology
33.5%
Energy
21.5%
Industrials
15.3%
Financial Services
14.9%
Consumer Defensive
8.0%
Healthcare
6.7%