Portfolio (Quarterly)
Guide ↗
YANKCOM Partnership
· CIK 0002036975| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MUFG | Mitsubishi UFJ Financial Group, Inc. ADR | Financial Services | 661 | $10K | 0.00% | SOLD |
| 22 | BUD | Anheuser Busch | Consumer Defensive | 159 | $10K | 0.00% | SOLD |
| 23 | BA | Boeing Company | Industrials | 44 | $10K | 0.00% | SOLD |
| 24 | VHT | Vanguard Health Care ETF | — | 30 | $9K | 0.00% | SOLD |
| 25 | CNI | Canadian National Railway Co. | Industrials | 87 | $9K | 0.00% | SOLD |
| 26 | SPTL | SPDR Portfolio Long Term Treasury ETF | — | 298 | $8K | 0.00% | SOLD |
| 27 | EMB | Ishares J.P. Morgan USD Emerging Markets Bond ETF | — | 81 | $8K | 0.00% | SOLD |
| 28 | VRSK | Verisk Analytics Inc Cl A | Industrials | 34 | $8K | 0.00% | SOLD |
| 29 | AFSC | Aberdeen Focused US Small Cap ETF | — | 241 | $7K | 0.00% | SOLD |
| 30 | MDLZ | Mondelez Int'l Inc. | Consumer Defensive | 127 | $7K | 0.00% | SOLD |
| 31 | VT | Vanguard Total World Stock Index Fund ETF | — | 39 | $6K | 0.00% | SOLD |
| 32 | TIPX | SPDR Bloomberg 1-10 Year Tips ETF | — | 261 | $5K | 0.00% | SOLD |
| 33 | CCI | Crown Castle Inc | Real Estate | 56 | $5K | 0.00% | SOLD |
| 34 | ABNB | Airbnb Inc | Consumer Cyclical | 26 | $4K | 0.00% | SOLD |
| 35 | XLK | Technology Select Sector SPDR Fund ETF | — | 22 | $3K | 0.00% | SOLD |
| 36 | DRI | Darden Restaurants Inc | Consumer Cyclical | 17 | $3K | 0.00% | SOLD |
| 37 | DB | Deutsche Bank AG Registered Shares | Financial Services | 75 | $3K | 0.00% | SOLD |
| 38 | KBWB | Invesco KBW Bank ETF | — | 34 | $3K | 0.00% | SOLD |
| 39 | EMLC | Vaneck JP Morgan EM Local Currency Bond ETF | — | 102 | $3K | 0.00% | SOLD |
| 40 | SGOV | Ishares Trust 0-3 Month Treasury Bond ETF | — | 24 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
24.2%
Financial Services
17.3%
Healthcare
11.2%
Consumer Cyclical
11.0%
Industrials
9.7%
Communication Services
7.2%
Energy
6.7%
Consumer Defensive
6.6%
Real Estate
2.2%
Utilities
1.9%