Portfolio (Quarterly)
Guide ↗
Woodside Wealth Management LLC
· CIK 0002064883| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | — | 4,447 | $357K | 0.27% | SOLD |
| 2 | CMCSA | COMCAST CORP NEW | Communication Services | 7,191 | $215K | 0.16% | SOLD |
| 3 | SPBO | SPDR SER TR | — | 5,483 | $161K | 0.12% | SOLD |
| 4 | IJH | ISHARES TR | — | 2,125 | $140K | 0.10% | SOLD |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | — | 2,300 | $135K | 0.10% | SOLD |
| 6 | VB | VANGUARD INDEX FDS | — | 497 | $128K | 0.10% | SOLD |
| 7 | VTEB | VANGUARD MUN BD FDS | — | 2,532 | $127K | 0.10% | SOLD |
| 8 | FNDF | SCHWAB STRATEGIC TR | — | 2,800 | $127K | 0.09% | SOLD |
| 9 | SPAB | SPDR SER TR | — | 4,233 | $109K | 0.08% | SOLD |
| 10 | SCHA | SCHWAB STRATEGIC TR | — | 3,586 | $102K | 0.08% | SOLD |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | — | 1,663 | $100K | 0.07% | SOLD |
| 12 | SPHY | SPDR SER TR | — | 3,990 | $94K | 0.07% | SOLD |
| 13 | VGT | VANGUARD WORLD FD | — | 109 | $82K | 0.06% | SOLD |
| 14 | LQD | ISHARES TR | — | 500 | $55K | 0.04% | SOLD |
| 15 | IWR | ISHARES TR | — | 560 | $54K | 0.04% | SOLD |
| 16 | ISTB | ISHARES TR | — | 1,067 | $52K | 0.04% | SOLD |
| 17 | EFG | ISHARES TR | — | 404 | $46K | 0.03% | SOLD |
| 18 | IBB | ISHARES TR | — | 240 | $41K | 0.03% | SOLD |
| 19 | VHT | VANGUARD WORLD FD | — | 132 | $38K | 0.03% | SOLD |
| 20 | IWB | ISHARES TR | — | 99 | $37K | 0.03% | SOLD |
Sector Allocation
Communication Services
71.9%
Technology
22.1%
Financial Services
3.3%
Energy
2.7%