Portfolio (Quarterly)
Guide ↗
WEALTHGARDEN F.S. LLC
· CIK 0002023633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IJUL | INNOVATOR ETFS TRUST | — | 22,340 | $766K | 0.51% | SOLD |
| 2 | XLG | INVESCO EXCHANGE TRADED FD T | — | 8,945 | $528K | 0.35% | SOLD |
| 3 | EMB | ISHARES TR | — | 3,890 | $377K | 0.25% | SOLD |
| 4 | USHY | ISHARES TR | — | 9,114 | $343K | 0.23% | SOLD |
| 5 | IJUN | INNOVATOR ETFS TRUST | — | 9,908 | $296K | 0.20% | SOLD |
| 6 | IEF | ISHARES TR | — | 2,565 | $246K | 0.16% | SOLD |
| 7 | VV | VANGUARD INDEX FDS | — | 635 | $203K | 0.13% | SOLD |
Sector Allocation
Technology
33.9%
Financial Services
33.1%
Communication Services
19.1%
Consumer Cyclical
7.6%
Healthcare
6.2%