Portfolio (Quarterly)
Guide ↗
Financial Freedom, LLC
· CIK 0001965484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | — | 16,556 | $895K | 0.45% | SOLD |
| 2 | FNDE | SCHWAB STRATEGIC TR | — | 8,763 | $335K | 0.17% | SOLD |
| 3 | ONEY | SPDR SERIES TRUST | — | 2,209 | $265K | 0.13% | SOLD |
| 4 | LMT | LOCKHEED MARTIN CORP | Industrials | 389 | $235K | 0.12% | SOLD |
| 5 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 701 | $204K | 0.10% | SOLD |
| 6 | CVX | CHEVRON CORPORATION | Energy | 854 | $177K | 0.09% | SOLD |
| 7 | HWM | HOWMET AEROSPACE INC | Industrials | 743 | $171K | 0.09% | SOLD |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,023 | $167K | 0.08% | SOLD |
| 9 | VTV | VANGUARD INDEX FDS | — | 831 | $163K | 0.08% | SOLD |
| 10 | AON | AON PLC | Financial Services | 492 | $159K | 0.08% | SOLD |
| 11 | PEP | PEPSICO INC | Consumer Defensive | 975 | $151K | 0.07% | SOLD |
| 12 | MBB | ISHARES TR | — | 1,583 | $150K | 0.07% | SOLD |
| 13 | IWR | ISHARES TR | — | 1,540 | $150K | 0.07% | SOLD |
| 14 | VTEB | VANGUARD MUN BD FDS | — | 2,737 | $137K | 0.07% | SOLD |
| 15 | TRV | TRAVELERS COMPANIES INC | Financial Services | 465 | $136K | 0.07% | SOLD |
| 16 | AXP | AMERICAN EXPRESS CO | Financial Services | 440 | $133K | 0.07% | SOLD |
| 17 | IGV | ISHARES TR | — | 1,637 | $131K | 0.07% | SOLD |
| 18 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 459 | $130K | 0.07% | SOLD |
| 19 | IWO | ISHARES TR | — | 412 | $129K | 0.06% | SOLD |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | — | 1,544 | $122K | 0.06% | SOLD |
Sector Allocation
Financial Services
46.0%
Technology
21.4%
Consumer Defensive
14.6%
Healthcare
6.0%
Consumer Cyclical
5.2%
Energy
2.6%
Communication Services
2.2%
Industrials
2.1%