Portfolio (Quarterly)
Guide ↗
Alpha Financial Advisors, LLC
· CIK 0001972138| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | ISHARES TR | — | 17,267 | $398K | 0.12% | SOLD |
| 2 | MBB | ISHARES TR | — | 2,918 | $278K | 0.09% | SOLD |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,349 | $246K | 0.07% | SOLD |
| 4 | JPM | JPMORGAN CHASE & CO. | Financial Services | 757 | $244K | 0.07% | SOLD |
| 5 | ORCL | ORACLE CORP | Technology | 1,067 | $208K | 0.06% | SOLD |
Sector Allocation
Technology
26.2%
Financial Services
26.1%
Healthcare
16.1%
Communication Services
15.6%
Consumer Defensive
7.4%
Basic Materials
4.9%
Consumer Cyclical
3.7%