Portfolio (Quarterly)
Guide ↗
Cauble & Harre Wealth Management, Inc.
· CIK 0002064807| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PINK | SIMPLIFY EXCHANGE TRADED | — | 8,313 | $304K | 0.26% | SOLD |
| 2 | QGRO | AMERICAN CENTY ETF TR | — | 2,350 | $269K | 0.23% | SOLD |
| 3 | VIGI | VANGUARD WHITEHALL FDS | — | 2,664 | $244K | 0.20% | SOLD |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED | — | 3,848 | $222K | 0.19% | SOLD |
| 5 | IEFA | ISHARES TR | — | 2,386 | $213K | 0.18% | SOLD |
| 6 | VTI | VANGUARD INDEX FDS | — | 620 | $208K | 0.17% | SOLD |
| 7 | ADP | AUTOMATIC DATA PROCESSING | Industrials | 788 | $204K | 0.17% | SOLD |
Sector Allocation
Financial Services
51.9%
Technology
22.9%
Industrials
6.1%
Healthcare
5.1%
Real Estate
4.3%
Communication Services
3.6%
Basic Materials
2.4%
Consumer Cyclical
1.9%
Energy
1.4%
Utilities
0.5%