Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | VPU | VANGUARD UTILITIES ETF | — | 153 | $28K | 0.03% | SOLD |
| 182 | EMR | EMERSON ELEC CO | Industrials | 200 | $27K | 0.03% | SOLD |
| 183 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 260 | $27K | 0.03% | SOLD |
| 184 | USHY | ISHARES BROAD USD HG YLDCRP BND ETF | — | 734 | $27K | 0.03% | SOLD |
| 185 | — | BLUEROCK PRIVATE REAL ES | — | 1,759 | $26K | 0.03% | SOLD |
| 186 | HTD | JOHN HANCOCK TAX ADVANTA | Financial Services | 1,090 | $26K | 0.03% | SOLD |
| 187 | HEI | HEICO CORP NEW | Industrials | 81 | $26K | 0.03% | SOLD |
| 188 | ANGL | VANECK FALLEN ANGEL HIGHYLD BND ETF | — | 879 | $26K | 0.03% | SOLD |
| 189 | BSV | VANGUARD SHORT-TERM BONDETF | — | 335 | $26K | 0.03% | SOLD |
| 190 | RSPN | INVSC SP 500 EQUAL WGHT INDSTRL ETF | — | 450 | $25K | 0.03% | SOLD |
| 191 | XNTK | STATE STREET SPDR NYSE TECHNOLGY ETF | — | 90 | $25K | 0.03% | SOLD |
| 192 | SCHX | SCHWAB US LARGE CAP ETF | — | 913 | $25K | 0.03% | SOLD |
| 193 | UPS | UNITED PARCEL SVC INC CLASS CLASS B | Industrials | 251 | $25K | 0.03% | SOLD |
| 194 | DFUS | DIMENSIONAL US EQUITY MARKET ETF | — | 319 | $24K | 0.02% | SOLD |
| 195 | IHI | ISHARES US MEDICAL DEVICES ETF | — | 382 | $24K | 0.02% | SOLD |
| 196 | CRM | SALESFORCE INC | Technology | 90 | $24K | 0.02% | SOLD |
| 197 | RQI | COHEN STEERS QUAL INCOME | Financial Services | 2,000 | $23K | 0.02% | SOLD |
| 198 | EPD | ENTERPRISE PRODS PART LP | Energy | 704 | $23K | 0.02% | SOLD |
| 199 | NWN | NORTHWEST NAT HLDG CO | Utilities | 501 | $23K | 0.02% | SOLD |
| 200 | XLC | STE STRT COMTN SR SLCT SCTR SPDR ETF | — | 195 | $23K | 0.02% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
24.4%
Consumer Cyclical
24.0%
Energy
7.8%
Consumer Defensive
6.2%
Industrials
2.5%
Healthcare
2.0%
Real Estate
0.5%
Basic Materials
0.1%