Portfolio (Quarterly)
Guide ↗
NerdWallet Wealth Partners, LLC
· CIK 0002079593| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPYX | SPDR SERIES TRUST | — | 4,099 | $2.8M | 1.25% | SOLD |
| 2 | EEMV | ISHARES INC | — | 31,912 | $1.7M | 0.78% | SOLD |
| 3 | GCC | WISDOMTREE TR | — | 67,921 | $1.4M | 0.64% | SOLD |
| 4 | GBDC | GOLUB CAP BDC INC | Financial Services | 51,760 | $1.3M | 0.58% | SOLD |
| 5 | TLTW | ISHARES TR | — | 13,116 | $1.1M | 0.51% | SOLD |
| 6 | USFR | WISDOMTREE TR | — | 14,413 | $725K | 0.33% | SOLD |
| 7 | — | SPDR SERIES TRUST | — | 16,518 | $453K | 0.20% | SOLD |
| 8 | BND | VANGUARD BD INDEX FDS | — | 4,934 | $365K | 0.16% | SOLD |
| 9 | ADBE | ADOBE INC | Technology | 797 | $279K | 0.12% | SOLD |
| 10 | VXUS | VANGUARD STAR FDS | — | 3,524 | $266K | 0.12% | SOLD |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,807 | $239K | 0.11% | SOLD |
| 12 | EEMA | ISHARES INC | — | 2,328 | $219K | 0.10% | SOLD |
| 13 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,413 | $202K | 0.09% | SOLD |
Sector Allocation
Technology
35.5%
Financial Services
34.3%
Consumer Cyclical
12.3%
Communication Services
10.9%
Industrials
4.4%
Utilities
1.3%
Healthcare
1.2%