Portfolio (Quarterly)
Guide ↗
SACHEM HILL LLC
· CIK 0001994333| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IJS | ISHARES TR | — | 5,595.0 | $765K | 0.14% | NEW | — | $136.69 | +1.3% |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.13% | NEW | — | $748850.00 | — |
| 43 | IEFA | ISHARES TR | — | 6,993.0 | $675K | 0.12% | NEW | — | $96.59 | +4.4% |
| 44 | SCHF | SCHWAB STRATEGIC TR | — | 21,272.0 | $589K | 0.10% | NEW | — | $27.70 | +2.7% |
| 45 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 771.0 | $576K | 0.10% | NEW | — | $746.86 | +2.5% |
| 46 | WMT | WALMART INC | Consumer Defensive | 4,704.0 | $533K | 0.10% | NEW | — | $113.26 | -8.4% |
| 47 | SYK | STRYKER CORPORATION | Healthcare | 1,687.0 | $531K | 0.09% | NEW | — | $314.84 | +4.6% |
| 48 | CAT | CATERPILLAR INC | Industrials | 473.0 | $504K | 0.09% | NEW | — | $1064.90 | -22.3% |
| 49 | VTI | VANGUARD INDEX FDS | — | 1,329.0 | $492K | 0.09% | NEW | — | $370.04 | +2.2% |
| 50 | SCHV | SCHWAB STRATEGIC TR | — | 13,736.0 | $478K | 0.09% | NEW | — | $34.81 | +0.4% |
| 51 | VTV | VANGUARD INDEX FDS | — | 2,165.0 | $472K | 0.08% | NEW | — | $217.88 | +3.9% |
| 52 | IYR | ISHARES TR | — | 4,595.0 | $470K | 0.08% | NEW | — | $102.24 | +2.4% |
| 53 | SCHE | SCHWAB STRATEGIC TR | — | 12,749.0 | $462K | 0.08% | NEW | — | $36.26 | +2.0% |
| 54 | AAPL | APPLE INC | Technology | 1,484.0 | $429K | 0.08% | NEW | — | $289.36 | +6.9% |
| 55 | SCHC | SCHWAB STRATEGIC TR | — | 8,879.0 | $427K | 0.08% | NEW | — | $48.12 | +6.5% |
| 56 | EWY | ISHARES INC | — | 1,731.0 | $349K | 0.06% | NEW | — | $201.90 | -11.7% |
| 57 | VGIT | VANGUARD SCOTTSDALE FDS | — | 5,924.0 | $349K | 0.06% | NEW | — | $58.98 | -1.1% |
| 58 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 765.0 | $335K | 0.06% | NEW | — | $437.64 | -12.3% |
| 59 | IWD | ISHARES TR | — | 1,367.0 | $331K | 0.06% | NEW | — | $242.43 | +6.1% |
| 60 | AFL | AFLAC INC | Financial Services | 2,741.0 | $321K | 0.06% | NEW | — | $117.25 | -1.0% |
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%