Portfolio (Quarterly)
Guide ↗
Hiley Hunt Wealth Management
· CIK 0002048051| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ESML | ISHARES TR | — | 6,326.0 | $297K | 0.13% | — | — | $47.02 | +17.2% |
| 42 | KO | COCA COLA CO | Consumer Defensive | 3,157.0 | $240K | 0.11% | — | — | $76.05 | +15.8% |
| 43 | EEM | ISHARES TR | — | 4,043.0 | $230K | 0.10% | — | — | $56.80 | +21.0% |
| 44 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,093.0 | $228K | 0.10% | +23.0 | +2.1% | $208.27 | +24.1% |
| 45 | EPD | ENTERPRISE PRODS PARTNERS L | — | 5,842.0 | $221K | 0.10% | NEW | — | $37.84 | — |
| 46 | VOO | VANGUARD INDEX FDS | — | 362.0 | $216K | 0.10% | +2.0 | +0.6% | $596.88 | +18.6% |
| 47 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,771.0 | $214K | 0.09% | NEW | — | $56.67 | +1.0% |
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
26.9%
Financial Services
20.7%
Industrials
20.1%
Consumer Defensive
19.0%
Healthcare
5.6%
Communication Services
4.8%
Consumer Cyclical
2.8%