Portfolio (Quarterly)
Guide ↗
Meadowbrook Wealth Management, LLC
· CIK 0002090468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | 2,125.0 | $200K | 0.21% | NEW | — | $94.12 | -0.9% |
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
37.1%
Financial Services
18.0%
Consumer Cyclical
15.7%
Healthcare
10.6%
Industrials
6.3%
Communication Services
5.9%
Real Estate
2.5%
Utilities
1.8%
Consumer Defensive
1.1%
Energy
0.9%