Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | JGRO | JPMORGAN ACTIVE GROWTH ETF | — | 218 | $20K | 0.02% | SOLD |
| 222 | PANW | PALO ALTO NETWORKS INC | Technology | 110 | $20K | 0.02% | SOLD |
| 223 | SCHC | SCHWAB INTERNATNAL SMALLCAP EQY ETF | — | 445 | $20K | 0.02% | SOLD |
| 224 | NOW | SERVICENOW INC | Technology | 130 | $20K | 0.02% | SOLD |
| 225 | SNOW | SNOWFLAKE INC CLASS CLASS A | Technology | 90 | $20K | 0.02% | SOLD |
| 226 | VFH | VANGUARD FINANCIALS ETF | — | 147 | $20K | 0.02% | SOLD |
| 227 | CSCO | CISCO SYS INC | Technology | 243 | $19K | 0.02% | SOLD |
| 228 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 22 | $19K | 0.02% | SOLD |
| 229 | GD | GENERAL DYNAMICS CORP | Industrials | 56 | $19K | 0.02% | SOLD |
| 230 | HON | HONEYWELL INTL INC | Industrials | 100 | $19K | 0.02% | SOLD |
| 231 | ICE | INTERCONTINENTAL EXCHANG | Financial Services | 119 | $19K | 0.02% | SOLD |
| 232 | IBM | IBM CORP | Technology | 63 | $19K | 0.02% | SOLD |
| 233 | JAVA | JPMORGAN ACTIVE VALUE ETF | — | 261 | $19K | 0.02% | SOLD |
| 234 | FEZ | SPDR EURO STOXX 50 ETF | — | 300 | $19K | 0.02% | SOLD |
| 235 | MLN | VANECK LONG MUNI ETF | — | 1,106 | $19K | 0.02% | SOLD |
| 236 | VXF | VANGUARD EXTENDED MARKETETF | — | 91 | $19K | 0.02% | SOLD |
| 237 | AVUV | AVANTIS US SMALL CAP VALUE ETF | — | 181 | $18K | 0.02% | SOLD |
| 238 | EFG | ISHARES MSCI EAFE GROWTHETF | — | 160 | $18K | 0.02% | SOLD |
| 239 | — | ISHARES EURO INVESTMENT GRADE CORPORATE BD USD ETF | — | 358 | $18K | 0.02% | SOLD |
| 240 | LMT | LOCKHEED MARTIN CORP | Industrials | 37 | $18K | 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%