Portfolio (Quarterly)
Guide ↗
Yardley Wealth Management LLC
· CIK 0002044323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVEM | AMERICAN CENTY ETF TR | — | 2,163.0 | $209K | 0.10% | NEW | — | $96.49 | -2.3% |
① 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
Financial Services
59.3%
Industrials
21.1%
Technology
13.4%
Consumer Cyclical
6.2%