Portfolio (Quarterly)
Guide ↗
BYRNE FINANCIAL FREEDOM, LLC
· CIK 0002063947| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | INTU | INTUIT | Technology | 1,127.0 | $294K | 0.12% | NEW | — | $261.00 | +27.5% |
| 102 | IEMG | ISHARES INC | — | 3,503.0 | $290K | 0.11% | NEW | — | $82.84 | +1.0% |
| 103 | LRCX | LAM RESEARCH CORP | Technology | 630.0 | $273K | 0.11% | NEW | — | $433.33 | -29.0% |
| 104 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 568.0 | $271K | 0.11% | NEW | — | $477.57 | -10.2% |
| 105 | GLD | SPDR GOLD TR | Financial Services | 707.0 | $260K | 0.10% | NEW | — | $368.38 | +10.4% |
| 106 | RWJ | INVESCO EXCH TRADED FD TR II | — | 4,370.0 | $260K | 0.10% | NEW | — | $59.51 | +3.1% |
| 107 | SGOL | ETFS GOLD TR | Financial Services | 6,445.0 | $246K | 0.10% | NEW | — | $38.23 | +10.5% |
| 108 | VTV | VANGUARD INDEX FDS | — | 1,123.0 | $245K | 0.10% | NEW | — | $217.86 | +3.9% |
| 109 | SPLB | SPDR SERIES TRUST | — | 10,788.0 | $242K | 0.09% | NEW | — | $22.40 | -4.9% |
| 110 | PEP | PEPSICO INC | Consumer Defensive | 1,712.0 | $232K | 0.09% | NEW | — | $135.43 | +1.6% |
| 111 | VOX | VANGUARD WORLD FD | — | 1,244.0 | $229K | 0.09% | NEW | — | $183.99 | +2.7% |
| 112 | TSLA | TESLA INC | Consumer Cyclical | 529.0 | $222K | 0.09% | NEW | — | $420.60 | -15.8% |
| 113 | TER | TERADYNE INC | Technology | 455.0 | $220K | 0.09% | NEW | — | $483.84 | -26.2% |
| 114 | MRCY | MERCURY SYS INC | Industrials | 1,770.0 | $217K | 0.09% | NEW | — | $122.33 | -32.6% |
| 115 | XCEM | COLUMBIA ETF TR II | — | 4,000.0 | $212K | 0.08% | NEW | — | $52.88 | -1.0% |
| 116 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 217.0 | $209K | 0.08% | NEW | — | $965.00 | -12.0% |
| 117 | VTI | VANGUARD INDEX FDS | — | 561.0 | $208K | 0.08% | NEW | — | $370.04 | +2.6% |
| 118 | NOW | SERVICENOW INC | Technology | 2,045.0 | $203K | 0.08% | NEW | — | $99.28 | +42.3% |
| 119 | IJR | ISHARES TR | — | 1,357.0 | $201K | 0.08% | NEW | — | $148.34 | -2.0% |
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
48.5%
Consumer Cyclical
17.8%
Financial Services
16.5%
Consumer Defensive
5.4%
Communication Services
4.3%
Healthcare
3.7%
Industrials
2.5%
Utilities
0.8%
Energy
0.5%