Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | OEF | ISHARES S&P 100 ETF | — | 36 | $12K | 0.01% | SOLD |
| 302 | IWO | ISHARES RUSSELL 2000 GROWTH ETF | — | 36 | $12K | 0.01% | SOLD |
| 303 | PFF | ISHARES PREFERRED INCOMESEC ETF | — | 392 | $12K | 0.01% | SOLD |
| 304 | KLAC | KLA CORP | Technology | 10 | $12K | 0.01% | SOLD |
| 305 | PLD | PROLOGIS INC REIT | Real Estate | 91 | $12K | 0.01% | SOLD |
| 306 | RHP | RYMAN HOSPITALITY PPTYS REIT | Real Estate | 123 | $12K | 0.01% | SOLD |
| 307 | MDYV | ST SRT SPDR S&P 400 M C VAL ETF | — | 138 | $12K | 0.01% | SOLD |
| 308 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 225 | $12K | 0.01% | SOLD |
| 309 | VOE | VANGUARD MID CAP VALUE ETF | — | 69 | $12K | 0.01% | SOLD |
| 310 | — | LITHIUM ARGENTINA AG F | — | 2,100 | $12K | 0.01% | SOLD |
| 311 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 115 | $11K | 0.01% | SOLD |
| 312 | CALY | TOPGOLF CALLAWAY BRANDS | Consumer Cyclical | 900 | $11K | 0.01% | SOLD |
| 313 | CGCB | CAPITAL GROUP CORE BOND ETF | — | 407 | $11K | 0.01% | SOLD |
| 314 | EFC | ELLINGTON FINL INC REIT | Real Estate | 795 | $11K | 0.01% | SOLD |
| 315 | IDXX | IDEXX LABS INC | Healthcare | 16 | $11K | 0.01% | SOLD |
| 316 | SPGP | INVESCO S AND P 500 GARPETF | — | 101 | $11K | 0.01% | SOLD |
| 317 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | — | 190 | $11K | 0.01% | SOLD |
| 318 | MU | MICRON TECHNOLOGY INC | Technology | 39 | $11K | 0.01% | SOLD |
| 319 | — | PROSHARES NASDAQ 100 HIGH INC ETF | — | 238 | $11K | 0.01% | SOLD |
| 320 | RSG | REPUBLIC SVCS INC | Industrials | 52 | $11K | 0.01% | 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%