Portfolio (Quarterly)
Guide ↗
Cambridge Financial Group, LLC
· CIK 0002085256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BSMW | INVESCO EXCH TRD SLF IDX FD | — | 9,715 | $244K | 0.09% | SOLD |
| 22 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 11,323 | $230K | 0.08% | SOLD |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,757 | $218K | 0.08% | SOLD |
| 24 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 11,604 | $215K | 0.07% | SOLD |
| 25 | AGG | ISHARES TR | — | 2,110 | $211K | 0.07% | SOLD |
| 26 | BSSX | INVESCO EXCH TRD SLF IDX FD | — | 8,107 | $209K | 0.07% | SOLD |
| 27 | SDY | SPDR SERIES TRUST | — | 1,493 | $209K | 0.07% | SOLD |
| 28 | IDU | ISHARES TR | — | 1,891 | $206K | 0.07% | SOLD |
| 29 | AMPX | AMPRIUS TECHNOLOGIES INC | Industrials | 10,000 | $78K | 0.03% | SOLD |
Sector Allocation
Technology
29.3%
Financial Services
27.8%
Healthcare
8.8%
Consumer Defensive
7.2%
Consumer Cyclical
6.9%
Industrials
6.4%
Communication Services
4.2%
Utilities
3.3%
Energy
2.6%
Basic Materials
2.1%