Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PSR | INVESCO ACTIVELY MANAGED EXC | — | 2,683.0 | $275K | 0.07% | +118.0 | +4.6% | $102.57 | +1.3% |
| 62 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,114.0 | $261K | 0.07% | +108.0 | +3.6% | $83.75 | +2.5% |
| 63 | DXJ | WISDOMTREE TR | — | 1,481.0 | $257K | 0.07% | +124.0 | +9.1% | $173.57 | +3.2% |
| 64 | GLD | SPDR GOLD TR | Financial Services | 678.0 | $250K | 0.06% | +8.0 | +1.2% | $368.38 | +14.7% |
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
Technology
25.0%
Consumer Cyclical
25.0%
Financial Services
18.4%
Consumer Defensive
7.9%
Healthcare
5.8%
Industrials
5.5%
Utilities
3.4%
Energy
3.2%
Communication Services
2.6%
Real Estate
2.0%