Portfolio (Quarterly)
Guide ↗
Wellment Financial
· CIK 0001940000| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | Financial Services | 2,300 | $1.6M | 1.84% | SOLD |
| 2 | QUAL | ISHARES TR | — | 1,731 | $344K | 0.40% | SOLD |
| 3 | IVE | ISHARES TR | — | 1,252 | $266K | 0.31% | SOLD |
| 4 | MSFT | MICROSOFT CORP | Technology | 538 | $260K | 0.30% | SOLD |
| 5 | IEMG | ISHARES INC | — | 3,805 | $256K | 0.30% | SOLD |
| 6 | OEF | ISHARES TR | — | 690 | $237K | 0.28% | SOLD |
| 7 | VTV | VANGUARD INDEX FDS | — | 1,173 | $224K | 0.26% | SOLD |
| 8 | VUG | VANGUARD INDEX FDS | — | 433 | $211K | 0.25% | SOLD |
Sector Allocation
Healthcare
30.0%
Technology
28.4%
Communication Services
27.3%
Financial Services
8.9%
Consumer Cyclical
5.4%