Portfolio (Quarterly)
Guide ↗
Vested Financial Planning, LLC
· CIK 0002044679| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MUST | COLUMBIA ETF TR I | — | 25,909.0 | $539K | 0.36% | NEW | — | $20.80 | -3.4% |
| 2 | AOR | ISHARES TR | — | 5,850.0 | $407K | 0.27% | NEW | — | $69.50 | +0.6% |
| 3 | IWM | ISHARES TR | — | 744.0 | $223K | 0.15% | NEW | — | $300.35 | -1.5% |
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
Technology
61.7%
Financial Services
38.3%