Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | VCIT | VANGUARD INTERMEDIATE TERM COR ETF | — | 271 | $23K | 0.02% | SOLD |
| 202 | WPC | W P CAREY INC REIT | Real Estate | 354 | $23K | 0.02% | SOLD |
| 203 | GRAB | GRAB HLDGS LTD FCLASS CLASS A | Technology | 4,587 | $23K | 0.02% | SOLD |
| 204 | EWJ | ISHARES MSCI JAPAN ETF | — | 271 | $22K | 0.02% | SOLD |
| 205 | ROL | ROLLINS INC | Consumer Cyclical | 369 | $22K | 0.02% | SOLD |
| 206 | BK | BANK NEW YORK MELLON COR | Financial Services | 177 | $21K | 0.02% | SOLD |
| 207 | META | META PLATFORMS INC CLASS A | Communication Services | 31 | $21K | 0.02% | SOLD |
| 208 | SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | — | 299 | $21K | 0.02% | SOLD |
| 209 | ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | — | 1,304 | $21K | 0.02% | SOLD |
| 210 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 301 | $21K | 0.02% | SOLD |
| 211 | SMR | NUSCALE PWR CORP CLASS A | Utilities | 1,448 | $21K | 0.02% | SOLD |
| 212 | TAXE | INTERMEDIATE MUNICIPAL IN ETF | — | 414 | $21K | 0.02% | SOLD |
| 213 | SMH | VANECK SEMICONDUCTOR ETF | — | 58 | $21K | 0.02% | SOLD |
| 214 | NXPI | NXP SEMICONDUCTORS N V F | Technology | 99 | $21K | 0.02% | SOLD |
| 215 | LNT | ALLIANT ENERGY CORP | Utilities | 310 | $20K | 0.02% | SOLD |
| 216 | CNP | CENTERPOINT ENERGY INC | Utilities | 524 | $20K | 0.02% | SOLD |
| 217 | UFOX | DEFIANCE CONNECTIVE TECNLG ETF | — | 319 | $20K | 0.02% | SOLD |
| 218 | RSPR | INVSC SP 500 EQUAL WGHT REAL EST ETF | — | 603 | $20K | 0.02% | SOLD |
| 219 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 185 | $20K | 0.02% | SOLD |
| 220 | JCPB | JPMORGAN CORE PLUS BOND ETF | — | 425 | $20K | 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%