Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | TGT | TARGET CORP | Consumer Defensive | 650.0 | $85K | 0.03% | — | — | $130.61 | +25.9% |
| 122 | GSST | GOLDMAN SACHS | — | 1,620.0 | $82K | 0.03% | — | — | $50.58 | -0.3% |
| 123 | ARKK | ARK INNOVATION | — | 998.0 | $81K | 0.03% | — | — | $80.82 | +6.7% |
| 124 | SPMD | STATE STREET | — | 1,182.0 | $80K | 0.03% | — | — | $67.55 | -1.6% |
| 125 | IVW | ISHARES S&P | — | 567.0 | $78K | 0.03% | — | — | $137.62 | +2.1% |
| 126 | VNQ | VANGUARD REAL | — | 793.0 | $76K | 0.03% | — | — | $96.41 | -0.4% |
| 127 | IEF | ISHARES 7-10YR | — | 805.0 | $76K | 0.03% | +8.0 | +1.0% | $94.54 | -2.4% |
| 128 | L | LOEWS CORP | Financial Services | 665.0 | $75K | 0.03% | — | — | $113.18 | -3.4% |
| 129 | CVX | CHEVRON CORP | Energy | 434.0 | $72K | 0.03% | — | — | $165.94 | +25.7% |
| 130 | IJH | ISHARES CORE | — | 918.0 | $71K | 0.03% | +554.0 | +152.2% | $77.15 | -1.7% |
| 131 | WBD | WARNER BROS | Communication Services | 2,647.0 | $71K | 0.03% | — | — | $26.66 | +6.0% |
| 132 | HLT | HILTON WORLDWIDE | Consumer Cyclical | 213.0 | $70K | 0.03% | — | — | $330.12 | -5.7% |
| 133 | — | FORTINET INC | — | 452.0 | $69K | 0.03% | — | — | $153.62 | — |
| 134 | IBM | INTL BUSINESS | Technology | 243.0 | $68K | 0.03% | — | — | $281.21 | -16.5% |
| 135 | VYM | VANGUARD HIGH | — | 419.0 | $66K | 0.02% | — | — | $158.14 | +3.9% |
| 136 | VUSB | VANGUARD ULTRA | — | 1,327.0 | $66K | 0.02% | -1K | -44.1% | $49.77 | -0.3% |
| 137 | BK | BANK NEW YORK | Financial Services | 452.0 | $65K | 0.02% | — | — | $144.61 | -1.9% |
| 138 | ROBT | FIRST TRUST | — | 1,159.0 | $65K | 0.02% | — | — | $56.26 | +4.8% |
| 139 | GOOGL | ALPHABET INC | Communication Services | 180.0 | $64K | 0.02% | +50.0 | +38.5% | $357.64 | -5.4% |
| 140 | VTWO | VANGUARD RUSSELL | — | 517.0 | $63K | 0.02% | — | — | $121.45 | -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
29.1%
Financial Services
21.8%
Industrials
10.2%
Consumer Cyclical
8.6%
Utilities
8.6%
Healthcare
6.9%
Communication Services
6.0%
Consumer Defensive
5.0%
Energy
3.0%
Basic Materials
0.5%