Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | INDA | ISHARES TR | — | 339.0 | $17K | 0.00% | NEW | — | $49.39 | +0.5% |
| 502 | TRP | TC ENERGY CORP | Energy | 252.0 | $17K | 0.00% | NEW | — | $66.29 | -6.4% |
| 503 | EVUS | ISHARES TR | — | 476.0 | $17K | 0.00% | NEW | — | $35.09 | +5.7% |
| 504 | O | REALTY INCOME CORP | Real Estate | 270.0 | $17K | 0.00% | NEW | — | $61.86 | +1.2% |
| 505 | PFF | ISHARES TR | — | 545.0 | $17K | 0.00% | NEW | — | $30.48 | -0.1% |
| 506 | TPHD | TIMOTHY PLAN | — | 387.0 | $16K | 0.00% | NEW | — | $42.22 | +2.8% |
| 507 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 438.0 | $16K | 0.00% | NEW | — | $37.00 | +6.9% |
| 508 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 331.0 | $16K | 0.00% | NEW | — | $48.66 | +9.1% |
| 509 | TIPX | SPDR SERIES TRUST | — | 848.0 | $16K | 0.00% | NEW | — | $18.93 | -1.6% |
| 510 | SPHY | SPDR SERIES TRUST | — | 684.0 | $16K | 0.00% | NEW | — | $23.44 | -0.6% |
| 511 | — | CENCORA INC | — | 56.0 | $16K | 0.00% | NEW | — | $284.43 | — |
| 512 | — | FS SPECIALTY LENDING FD | — | 1,428.0 | $16K | 0.00% | NEW | — | $11.15 | — |
| 513 | AVUS | AMERICAN CENTY ETF TR | — | 123.0 | $16K | 0.00% | NEW | — | $128.36 | +1.7% |
| 514 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 133.0 | $16K | 0.00% | NEW | — | $118.21 | -6.6% |
| 515 | VTEB | VANGUARD MUN BD FDS | — | 308.0 | $16K | 0.00% | NEW | — | $50.58 | -2.1% |
| 516 | DFUS | DIMENSIONAL ETF TRUST | — | 189.0 | $15K | 0.00% | NEW | — | $81.87 | +2.2% |
| 517 | ACWV | ISHARES INC | — | 128.0 | $15K | 0.00% | NEW | — | $120.04 | +6.0% |
| 518 | SJNK | SPDR SERIES TRUST | — | 613.0 | $15K | 0.00% | NEW | — | $25.05 | -0.7% |
| 519 | OUSA | ALPS ETF TR | — | 263.0 | $15K | 0.00% | NEW | — | $58.33 | +6.6% |
| 520 | LEN | LENNAR CORP | Consumer Cyclical | 169.0 | $15K | 0.00% | NEW | — | $90.32 | -3.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
25.7%
Technology
23.8%
Consumer Defensive
14.4%
Communication Services
8.9%
Healthcare
8.6%
Consumer Cyclical
8.2%
Industrials
7.4%
Utilities
1.9%
Basic Materials
0.5%
Energy
0.4%