Portfolio (Quarterly)
Guide ↗
Momentous Wealth Management, Inc.
· CIK 0002055574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 9,433.0 | $368K | 0.21% | NEW | — | $38.96 | +10.5% |
| 2 | LRCX | LAM RESEARCH CORP | Technology | 1,077.0 | $230K | 0.13% | NEW | — | $213.66 | +41.1% |
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
39.8%
Financial Services
16.3%
Communication Services
10.9%
Consumer Cyclical
9.4%
Industrials
8.8%
Energy
5.2%
Consumer Defensive
5.0%
Healthcare
4.6%