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Portfolio (Quarterly) Guide ↗

Financially Speaking Inc

· CIK 0002040901
13F Portfolio $21M AUM 105 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHB SCHWAB STRATEGIC TR 2,764.0 $69K 0.34% -30.0 -1.1% $25.10 +19.2%
2 SCHG SCHWAB STRATEGIC TR 16.0 $467.0 0.00% -18.0 -52.9% $29.19 +21.5%
3 IEV ISHARES TR 6.0 $408.0 0.00% -14.0 -70.0% $68.00 +10.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%