Portfolio (Quarterly)
Guide ↗
JIM SAULNIER & ASSOCIATES, LLC
· CIK 0002044420| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 17,968 | $458K | 0.26% | SOLD |
| 2 | DECW | AIM ETF PRODUCTS TRUST | — | 9,144 | $302K | 0.17% | SOLD |
| 3 | IYJ | ISHARES TR | — | 2,042 | $298K | 0.17% | SOLD |
| 4 | SCHM | SCHWAB STRATEGIC TR | — | 9,623 | $285K | 0.16% | SOLD |
| 5 | IYK | ISHARES TR | — | 3,798 | $260K | 0.14% | SOLD |
| 6 | — | ISHARES TR | — | 10,964 | $256K | 0.14% | SOLD |
| 7 | IYC | ISHARES TR | — | 2,442 | $256K | 0.14% | SOLD |
| 8 | IEFA | ISHARES TR | — | 2,668 | $233K | 0.13% | SOLD |
| 9 | IWO | ISHARES TR | — | 627 | $201K | 0.11% | SOLD |
Sector Allocation
Technology
49.0%
Financial Services
17.1%
Healthcare
15.3%
Consumer Cyclical
9.4%
Communication Services
5.7%
Energy
3.4%