Portfolio (Quarterly)
Guide ↗
Grey Fox Wealth Advisors, LLC
· CIK 0001965362| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | Vanguard Short-Term Bond Index | — | 53,773 | $551K | 0.11% | SOLD |
| 2 | — | State Street Inst U.S. Equity | — | 655 | $319K | 0.06% | SOLD |
| 3 | GILD | Gilead Sciences Inc | Healthcare | 1,705 | $238K | 0.05% | SOLD |
| 4 | IWM | iShares Russell 2000 ETF | — | 931 | $231K | 0.04% | SOLD |
| 5 | ILTB | iShares Core 10 Year Usd Bond ETF | — | 4,549 | $223K | 0.04% | SOLD |
| 6 | HLNE | Hamilton Lane Inc Com CL A | Financial Services | 2,199 | $220K | 0.04% | SOLD |
| 7 | TSCO | Tractor Supply Co Com | Consumer Cyclical | 4,625 | $210K | 0.04% | SOLD |
Sector Allocation
Technology
34.5%
Energy
28.5%
Healthcare
8.6%
Financial Services
8.6%
Communication Services
7.7%
Consumer Cyclical
5.6%
Consumer Defensive
2.4%
Industrials
1.7%
Basic Materials
1.4%
Real Estate
0.6%