Portfolio (Quarterly)
Guide ↗
CHAPMAN FINANCIAL GROUP, LLC
· CIK 0002056577| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 5,553 | $315K | 0.23% | SOLD |
| 2 | OKE | ONEOK INC NEW | Energy | 2,690 | $243K | 0.17% | SOLD |
| 3 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 2,475 | $199K | 0.14% | SOLD |
| 4 | IGIB | ISHARES TR | — | 1,900 | $101K | 0.07% | SOLD |
| 5 | GLD | SPDR GOLD TR | Financial Services | 147 | $63K | 0.04% | SOLD |
| 6 | TLH | ISHARES TR | — | 97 | $10K | 0.01% | SOLD |
| 7 | IAGG | ISHARES TR | — | 122 | $6K | 0.00% | SOLD |
| 8 | EMB | ISHARES TR | — | 29 | $3K | 0.00% | SOLD |
| 9 | VOT | VANGUARD INDEX FDS | — | 10 | $3K | 0.00% | SOLD |
| 10 | IONQ | IONQ INC | Technology | 32 | $923.0 | 0.00% | SOLD |
Sector Allocation
Technology
32.3%
Financial Services
19.6%
Healthcare
10.7%
Consumer Defensive
10.7%
Industrials
9.9%
Consumer Cyclical
8.2%
Real Estate
2.6%
Utilities
2.6%
Energy
2.6%
Communication Services
0.7%