Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | ACA | ARCOSA INC | Industrials | 66.0 | $10K | 0.00% | NEW | — | $145.29 | -0.3% |
| 602 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 130.0 | $10K | 0.00% | NEW | — | $73.35 | -17.7% |
| 603 | ADSK | AUTODESK INC | Technology | 49.0 | $10K | 0.00% | NEW | — | $194.43 | +30.5% |
| 604 | VDC | VANGUARD WORLD FD | — | 42.0 | $9K | 0.00% | NEW | — | $225.50 | +2.8% |
| 605 | NVS | NOVARTIS AG | Healthcare | 60.0 | $9K | 0.00% | NEW | — | $157.23 | +1.0% |
| 606 | AIVL | WISDOMTREE TR | — | 72.0 | $9K | 0.00% | NEW | — | $130.65 | +2.7% |
| 607 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 123.0 | $9K | 0.00% | NEW | — | $76.40 | +5.1% |
| 608 | GAEM | SIMPLIFY EXCHANGE TRADED FUN | — | 348.0 | $9K | 0.00% | NEW | — | $26.91 | -0.2% |
| 609 | CAH | CARDINAL HEALTH INC | Healthcare | 39.0 | $9K | 0.00% | NEW | — | $239.49 | -4.2% |
| 610 | DFCF | DIMENSIONAL ETF TRUST | — | 219.0 | $9K | 0.00% | NEW | — | $42.14 | -1.6% |
| 611 | FJP | FIRST TR EXCH TRD ALPHDX FD | — | 120.0 | $9K | 0.00% | NEW | — | $76.33 | +1.0% |
| 612 | CLX | CLOROX CO DEL | Consumer Defensive | 95.0 | $9K | 0.00% | NEW | — | $95.44 | +11.8% |
| 613 | RNP | COHEN & STEERS REIT & PFD & | Financial Services | 446.0 | $9K | 0.00% | NEW | — | $20.30 | -0.1% |
| 614 | MS | MORGAN STANLEY | Financial Services | 43.0 | $9K | 0.00% | NEW | — | $209.05 | +2.5% |
| 615 | BNDC | FLEXSHARES TR | — | 401.0 | $9K | 0.00% | NEW | — | $22.10 | -1.6% |
| 616 | USFR | WISDOMTREE TR | — | 175.0 | $9K | 0.00% | NEW | — | $50.31 | +0.4% |
| 617 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 33.0 | $9K | 0.00% | NEW | — | $264.73 | +8.3% |
| 618 | FLOT | ISHARES TR | — | 171.0 | $9K | 0.00% | NEW | — | $51.05 | -0.1% |
| 619 | CTVA | CORTEVA INC | Basic Materials | 102.0 | $9K | 0.00% | NEW | — | $84.69 | -3.4% |
| 620 | EXPI | AGNT INC | Real Estate | 1,590.0 | $9K | 0.00% | NEW | — | $5.41 | -12.6% |
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%