Portfolio (Quarterly)
Guide ↗
Columbia Bank
· CIK 0002017259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORPORATION | Healthcare | 1,389 | $318K | 0.09% | SOLD |
| 2 | XLK | SELECT SECTOR SPDR TR | — | 1,972 | $284K | 0.08% | SOLD |
| 3 | NKE | NIKE INC | Consumer Cyclical | 3,892 | $248K | 0.07% | SOLD |
| 4 | VNQ | VANGUARD INDEX FDS | — | 2,429 | $215K | 0.06% | SOLD |
| 5 | GSLC | GOLDMAN SACHS ETF TR | — | 1,592 | $211K | 0.06% | SOLD |
| 6 | IVW | ISHARES TR | — | 1,639 | $202K | 0.06% | SOLD |
Sector Allocation
Technology
31.0%
Financial Services
13.9%
Healthcare
11.6%
Industrials
11.4%
Communication Services
9.3%
Consumer Cyclical
7.4%
Consumer Defensive
6.2%
Energy
4.5%
Real Estate
1.8%
Basic Materials
1.6%