Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GPIQ | GOLDMAN SACHS | — | 24,573.0 | $1.2M | 0.66% | NEW | — | $49.49 | +16.7% |
| 22 | VTI | VANGUARD TOTAL | — | 3,546.0 | $1.1M | 0.61% | NEW | — | $320.85 | +15.7% |
| 23 | SLYV | STATE STREET | — | 11,984.0 | $1.1M | 0.61% | NEW | — | $94.58 | +14.2% |
| 24 | MGK | VANGUARD MEGA | — | 3,069.0 | $1.1M | 0.61% | NEW | — | $367.44 | -75.9% |
| 25 | IUSG | ISHARES S&P | — | 6,960.0 | $1.1M | 0.58% | NEW | — | $155.12 | +21.4% |
| 26 | SPY | STATE STREET | Financial Services | 1,535.0 | $998K | 0.54% | NEW | — | $650.28 | +15.6% |
| 27 | SCHD | SCHWAB US | — | 31,255.0 | $959K | 0.52% | NEW | — | $30.68 | +5.0% |
| 28 | IDEV | ISHARES CORE | — | 11,122.0 | $929K | 0.50% | NEW | — | $83.57 | +7.1% |
| 29 | NVDA | NVIDIA CORP | Technology | 4,874.0 | $850K | 0.46% | NEW | — | $174.42 | +21.4% |
| 30 | GE | GE AEROSPACE | Industrials | 2,909.0 | $826K | 0.45% | NEW | — | $283.80 | +24.6% |
| 31 | VOO | VANGUARD S&P | — | 1,325.0 | $792K | 0.43% | NEW | — | $597.40 | +15.7% |
| 32 | META | META PLATFORMS | Communication Services | 1,247.0 | $714K | 0.39% | NEW | — | $572.26 | +15.5% |
| 33 | VO | VANGUARD MID | — | 2,369.0 | $680K | 0.37% | NEW | — | $287.16 | -71.8% |
| 34 | MSFT | MICROSOFT CORP | Technology | 1,833.0 | $679K | 0.37% | NEW | — | $370.27 | +4.0% |
| 35 | GEV | GE VERNOVA | Utilities | 715.0 | $624K | 0.34% | NEW | — | $873.11 | +22.1% |
| 36 | OMFS | INVESCO RUSSELL | — | 12,902.0 | $584K | 0.32% | NEW | — | $45.26 | +16.5% |
| 37 | CEF | SPROTT PHYSICAL | Financial Services | 12,073.0 | $576K | 0.31% | NEW | — | $47.72 | -15.5% |
| 38 | NOBL | PROSHARES S&P | — | 5,271.0 | $559K | 0.30% | NEW | — | $106.01 | -46.9% |
| 39 | — | BERKSHIRE HATHAWAY | — | 1,069.0 | $512K | 0.28% | NEW | — | $479.20 | — |
| 40 | SPSM | STATE STREET | — | 10,591.0 | $512K | 0.28% | NEW | — | $48.32 | +17.0% |
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
25.0%
Financial Services
20.8%
Industrials
9.5%
Communication Services
8.7%
Utilities
8.6%
Consumer Cyclical
8.5%
Healthcare
7.7%
Consumer Defensive
5.7%
Energy
4.2%
Real Estate
0.7%