Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | SCHA | SCHWAB STRATEGIC TR | — | 531.0 | $19K | 0.00% | NEW | — | $36.10 | -3.8% |
| 482 | HYS | PIMCO ETF TR | — | 204.0 | $19K | 0.00% | NEW | — | $93.59 | -0.8% |
| 483 | SUSB | ISHARES TR | — | 758.0 | $19K | 0.00% | NEW | — | $24.97 | -0.5% |
| 484 | AAON | AAON INC | Industrials | 148.0 | $19K | 0.00% | NEW | — | $126.86 | -36.3% |
| 485 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 129.0 | $19K | 0.00% | NEW | — | $145.40 | +1.0% |
| 486 | IOT | SAMSARA INC | Technology | 574.0 | $19K | 0.00% | NEW | — | $32.43 | +21.5% |
| 487 | EMHC | SPDR SERIES TRUST | — | 723.0 | $18K | 0.00% | NEW | — | $25.44 | -2.2% |
| 488 | VCIT | VANGUARD SCOTTSDALE FDS | — | 221.0 | $18K | 0.00% | NEW | — | $82.57 | -1.7% |
| 489 | — | AMCOR PLC | — | 417.0 | $18K | 0.00% | NEW | — | $43.35 | — |
| 490 | VOX | VANGUARD WORLD FD | — | 98.0 | $18K | 0.00% | NEW | — | $183.95 | +0.3% |
| 491 | RWO | SPDR INDEX SHS FDS | — | 361.0 | $18K | 0.00% | NEW | — | $49.71 | +1.8% |
| 492 | NXPI | NXP SEMICONDUCTORS N V | Technology | 64.0 | $18K | 0.00% | NEW | — | $279.31 | -19.4% |
| 493 | NGG | NATIONAL GRID PLC | Utilities | 212.0 | $18K | 0.00% | NEW | — | $82.87 | -2.4% |
| 494 | SRLN | SSGA ACTIVE ETF TR | — | 434.0 | $17K | 0.00% | NEW | — | $40.29 | +0.7% |
| 495 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 62.0 | $17K | 0.00% | NEW | — | $281.90 | +8.8% |
| 496 | IYK | ISHARES TR | — | 237.0 | $17K | 0.00% | NEW | — | $72.66 | +3.2% |
| 497 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 1,071.0 | $17K | 0.00% | NEW | — | $16.04 | +2.4% |
| 498 | LNG | CHENIERE ENERGY INC | Energy | 72.0 | $17K | 0.00% | NEW | — | $238.26 | +16.5% |
| 499 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 307.0 | $17K | 0.00% | NEW | — | $55.77 | -0.4% |
| 500 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 158.0 | $17K | 0.00% | NEW | — | $107.84 | +3.6% |
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
25.6%
Technology
23.7%
Consumer Defensive
14.3%
Communication Services
9.4%
Healthcare
8.5%
Consumer Cyclical
8.2%
Industrials
7.3%
Utilities
1.9%
Basic Materials
0.5%
Energy
0.4%