Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 521 | IWM | ISHARES RUSSELL 2000 ETF | — | 13 | $3K | 0.00% | SOLD |
| 522 | IWV | ISHARES RUSSELL 3000 ETF | — | 9 | $3K | 0.00% | SOLD |
| 523 | IYF | ISHARES US FINANCIALS ETF | — | 23 | $3K | 0.00% | SOLD |
| 524 | MBB | ISHARES MBS ETF | — | 28 | $3K | 0.00% | SOLD |
| 525 | EFAV | ISHARES MSCI EAF MIN VOLFCT ETF | — | 31 | $3K | 0.00% | SOLD |
| 526 | XT | ISHARES FUTURE EXPONENTLTCHNLGS ETF | — | 38 | $3K | 0.00% | SOLD |
| 527 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | — | 111 | $3K | 0.00% | SOLD |
| 528 | IBDT | ISHARES IBONDS DEC 2028 TERM ETF | — | 104 | $3K | 0.00% | SOLD |
| 529 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORA | — | 110 | $3K | 0.00% | SOLD |
| 530 | IBDU | ISHARES IBONDS DEC 2029 TERM ETF | — | 112 | $3K | 0.00% | SOLD |
| 531 | IBDX | ISHARES IBONDS DEC 2032 TM CRP ETF | — | 109 | $3K | 0.00% | SOLD |
| 532 | IBDW | ISHARES IBOND DEC 2031 TRM CRP ETF | — | 121 | $3K | 0.00% | SOLD |
| 533 | IBDV | ISHARES IBND DEC 2030 TRM CORP ETF | — | 118 | $3K | 0.00% | SOLD |
| 534 | LHX | L3HARRIS TECHNOLOGIES IN | Industrials | 11 | $3K | 0.00% | SOLD |
| 535 | DRS | LEONARDO DRS INC | Industrials | 100 | $3K | 0.00% | SOLD |
| 536 | MTDR | MATADOR RES CO | Energy | 70 | $3K | 0.00% | SOLD |
| 537 | MRNA | MODERNA INC | Healthcare | 100 | $3K | 0.00% | SOLD |
| 538 | GEN | GEN DIGITAL INC | Technology | 107 | $3K | 0.00% | SOLD |
| 539 | ONDS | ONDAS HLDGS INC | Technology | 260 | $3K | 0.00% | SOLD |
| 540 | PREF | PRINCIPAL SPECTRUM PREF SC AC ETF | — | 169 | $3K | 0.00% | 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%