Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 90 | $5K | 0.01% | SOLD |
| 442 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 266 | $5K | 0.01% | SOLD |
| 443 | DOCN | DIGITALOCEAN HLDGS INC | Technology | 105 | $5K | 0.01% | SOLD |
| 444 | DD | DUPONT DE NEMOURS INC | Basic Materials | 115 | $5K | 0.01% | SOLD |
| 445 | FMB | FIRST TRUST MANAGED MUNICIPAL ETF | — | 99 | $5K | 0.01% | SOLD |
| 446 | MMSC | FIRST TRUST MLT MNR SML CP OP ETF | — | 226 | $5K | 0.01% | SOLD |
| 447 | GWW | GRAINGER W W INC | Industrials | 5 | $5K | 0.01% | SOLD |
| 448 | INTC | INTEL CORP | Technology | 125 | $5K | 0.01% | SOLD |
| 449 | ACWV | ISHARES MSCI GLOBAL MIN VOL FCT ETF | — | 40 | $5K | 0.01% | SOLD |
| 450 | DVY | ISHARES SELECT DIVIDEND ETF | — | 35 | $5K | 0.01% | SOLD |
| 451 | EFA | ISHARES MSCI EAFE ETF | — | 54 | $5K | 0.01% | SOLD |
| 452 | IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | — | 104 | $5K | 0.01% | SOLD |
| 453 | JPIE | JPMORGAN INCOME ETF | — | 114 | $5K | 0.01% | SOLD |
| 454 | BBSC | JPMORGAN BETABUILDERS U.S. SMALL CAP | — | 64 | $5K | 0.01% | SOLD |
| 455 | KELYA | KELLY SVCS INC CLASS CLASS A | Industrials | 600 | $5K | 0.01% | SOLD |
| 456 | MAA | MID-AMER APT CMNTYS INC REIT | Real Estate | 35 | $5K | 0.01% | SOLD |
| 457 | MNST | MONSTER BEVERAGE CORP NE | Consumer Defensive | 60 | $5K | 0.01% | SOLD |
| 458 | NWSA | NEWS CORP NEW CLASS A | Communication Services | 202 | $5K | 0.01% | SOLD |
| 459 | PAYX | PAYCHEX INC | Industrials | 43 | $5K | 0.01% | SOLD |
| 460 | PEP | PEPSICO INC | Consumer Defensive | 32 | $5K | 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%