Portfolio (Quarterly)
Guide ↗
Financially Speaking Inc
· CIK 0002040901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | — | 7 | $1K | 0.01% | SOLD |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 1 | $651.0 | 0.00% | SOLD |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 11 | $338.0 | 0.00% | SOLD |
| 4 | EWG | ISHARES INC | — | 4 | $159.0 | 0.00% | SOLD |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 2 | $129.0 | 0.00% | SOLD |
| 6 | EQWL | INVESCO EXCHANGE TRADED FD T | — | 1 | $116.0 | 0.00% | SOLD |
| 7 | XME | SPDR SERIES TRUST | — | 1 | $109.0 | 0.00% | SOLD |
| 8 | GDX | VANECK ETF TRUST | — | 1 | $92.0 | — | SOLD |
| 9 | SIL | GLOBAL X FDS | — | 1 | $91.0 | — | SOLD |
| 10 | EWP | ISHARES INC | — | 1 | $55.0 | — | SOLD |
| 11 | IVLU | ISHARES TR | — | 1 | $40.0 | — | SOLD |
Sector Allocation
Technology
29.9%
Energy
12.4%
Healthcare
11.8%
Consumer Defensive
11.2%
Industrials
9.0%
Consumer Cyclical
7.0%
Utilities
6.7%
Communication Services
6.0%
Financial Services
4.1%
Basic Materials
1.7%