Portfolio (Quarterly)
Guide ↗
SACHEM HILL LLC
· CIK 0001994333| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DFJ | WISDOMTREE TR | — | 54,939.0 | $5.8M | 1.03% | NEW | — | $105.31 | +7.4% |
| 22 | DFSV | DIMENSIONAL ETF TRUST | — | 133,098.0 | $5.2M | 0.92% | NEW | — | $38.79 | +3.9% |
| 23 | DFIS | DIMENSIONAL ETF TRUST | — | 123,106.0 | $4.3M | 0.77% | NEW | — | $35.03 | +7.2% |
| 24 | VONE | VANGUARD SCOTTSDALE FDS | — | 9,846.0 | $3.3M | 0.59% | NEW | — | $338.73 | +2.5% |
| 25 | DFAS | DIMENSIONAL ETF TRUST | — | 40,064.0 | $3.3M | 0.59% | NEW | — | $82.34 | +0.8% |
| 26 | IWM | ISHARES TR | — | 9,720.0 | $2.9M | 0.52% | NEW | — | $300.46 | -0.2% |
| 27 | EFA | ISHARES TR | — | 26,001.0 | $2.7M | 0.48% | NEW | — | $103.88 | +4.2% |
| 28 | RWX | SPDR INDEX SHS FDS | — | 99,197.0 | $2.7M | 0.48% | NEW | — | $27.01 | +3.0% |
| 29 | FREL | FIDELITY COVINGTON TRUST | — | 91,098.0 | $2.7M | 0.47% | NEW | — | $29.30 | +2.0% |
| 30 | SCHH | SCHWAB STRATEGIC TR | — | 103,408.0 | $2.4M | 0.43% | NEW | — | $23.68 | +1.5% |
| 31 | VWO | VANGUARD INTL EQUITY INDEX F | — | 35,243.0 | $2.1M | 0.37% | NEW | — | $59.69 | +1.3% |
| 32 | EEM | ISHARES TR | — | 29,477.0 | $2.0M | 0.36% | NEW | — | $68.41 | -1.9% |
| 33 | VB | VANGUARD INDEX FDS | — | 6,641.0 | $2.0M | 0.36% | NEW | — | $303.11 | +0.5% |
| 34 | UNP | UNION PAC CORP | Industrials | 6,173.0 | $1.7M | 0.30% | NEW | — | $272.00 | +13.3% |
| 35 | VO | VANGUARD INDEX FDS | — | 16,766.0 | $1.4M | 0.24% | NEW | — | $80.57 | +3.0% |
| 36 | SCHX | SCHWAB STRATEGIC TR | — | 41,021.0 | $1.2M | 0.21% | NEW | — | $29.43 | +2.7% |
| 37 | VSS | VANGUARD INTL EQUITY INDEX F | — | 7,373.0 | $1.1M | 0.20% | NEW | — | $154.28 | +3.7% |
| 38 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,998.0 | $1000K | 0.18% | NEW | — | $500.39 | — |
| 39 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,882.0 | $943K | 0.17% | NEW | — | $327.33 | +7.4% |
| 40 | IWF | ISHARES TR | — | 6,504.0 | $808K | 0.14% | NEW | — | $124.17 | -1.4% |
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
Industrials
37.3%
Financial Services
31.5%
Healthcare
9.1%
Consumer Defensive
9.1%
Technology
7.3%
Energy
5.7%