Portfolio (Quarterly)
Guide ↗
Rockwood Wealth Management, LLC
· CIK 0001983670| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | EA SERIES TRUST | — | 19,053 | $1.7M | 0.13% | SOLD |
| 2 | CAOS | EA SERIES TRUST | — | 4,156 | $373K | 0.03% | SOLD |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 8,958 | $296K | 0.02% | SOLD |
| 4 | GDX | VANECK ETF TRUST | — | 3,069 | $263K | 0.02% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 1,621 | $261K | 0.02% | SOLD |
| 6 | KWR | QUAKER HOUGHTON | Basic Materials | 1,598 | $219K | 0.02% | SOLD |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,436 | $215K | 0.02% | SOLD |
| 8 | IHI | ISHARES TR | — | 3,276 | $204K | 0.01% | SOLD |
Sector Allocation
Financial Services
51.4%
Energy
39.7%
Technology
4.3%
Industrials
2.4%
Consumer Defensive
2.0%
Healthcare
0.2%