Portfolio (Quarterly)
Guide ↗
TOUNJIAN ADVISORY PARTNERS, LLC
· CIK 0002039850| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVXC | AMERICAN CENTY ETF TR | — | 75,124 | $5.1M | 1.83% | SOLD |
| 2 | XOM | EXXON MOBIL CORP | Energy | 28,880 | $4.9M | 1.77% | SOLD |
| 3 | IHDG | WISDOMTREE TR | — | 44,578 | $2.1M | 0.78% | SOLD |
| 4 | HSCZ | ISHARES TR | — | 16,136 | $640K | 0.23% | SOLD |
| 5 | DDLS | WISDOMTREE TR | — | 14,590 | $634K | 0.23% | SOLD |
| 6 | SCHV | SCHWAB STRATEGIC TR | — | 17,319 | $528K | 0.19% | SOLD |
| 7 | IWF | ISHARES TR | — | 696 | $296K | 0.11% | SOLD |
Sector Allocation
Technology
38.7%
Consumer Cyclical
20.5%
Industrials
11.9%
Consumer Defensive
9.1%
Financial Services
6.1%
Healthcare
5.7%
Communication Services
5.2%
Utilities
1.3%
Energy
0.7%
Real Estate
0.4%