Portfolio (Quarterly)
Guide ↗
Solutions 4 Wealth, Ltd
· CIK 0002006405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | — | 35,865 | $1.2M | 1.87% | SOLD |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 27,550 | $1.1M | 1.65% | SOLD |
| 3 | DFAU | DIMENSIONAL ETF TRUST | — | 21,378 | $1.0M | 1.51% | SOLD |
| 4 | IHI | ISHARES TR | — | 14,315 | $890K | 1.34% | SOLD |
| 5 | XHE | SPDR SERIES TRUST | — | 3,535 | $312K | 0.47% | SOLD |
| 6 | META | META PLATFORMS INC | Communication Services | 330 | $218K | 0.33% | SOLD |
| 7 | NVDA | NVIDIA CORPORATION | Technology | 1,144 | $213K | 0.32% | SOLD |
| 8 | AMZN | AMAZON COM INC | Consumer Cyclical | 892 | $206K | 0.31% | SOLD |
Sector Allocation
Financial Services
59.6%
Technology
17.1%
Healthcare
12.2%
Energy
5.9%
Industrials
2.4%
Consumer Cyclical
1.5%
Communication Services
1.2%