Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | WFC | WELLS FARGO & CO | Financial Services | 1,153 | $107K | 0.11% | SOLD |
| 42 | IJT | ISHARES S&P SMLL CAP 600GRTH ETF | — | 752 | $106K | 0.10% | SOLD |
| 43 | V | VISA INC CLASS CLASS A | Financial Services | 299 | $105K | 0.10% | SOLD |
| 44 | DHI | D R HORTON INC | Consumer Cyclical | 717 | $103K | 0.10% | SOLD |
| 45 | KNX | KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A | Industrials | 1,971 | $103K | 0.10% | SOLD |
| 46 | AEE | AMEREN CORP | Utilities | 978 | $98K | 0.10% | SOLD |
| 47 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 208 | $98K | 0.10% | SOLD |
| 48 | IEFA | ISHARES CORE MSCI EAFE ETF | — | 1,090 | $97K | 0.10% | SOLD |
| 49 | SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | — | 911 | $97K | 0.10% | SOLD |
| 50 | SDY | STATE STREET SPDR S&P DIV ETF | — | 686 | $96K | 0.10% | SOLD |
| 51 | VCSH | VANGUARD SHORT TERM COR BD ETF | — | 1,181 | $94K | 0.09% | SOLD |
| 52 | HYLB | XTRACKERS USD HIGH YIELDCOR BND ETF | — | 2,531 | $93K | 0.09% | SOLD |
| 53 | RSP | INVSC S P 500 EQUAL WEIGHT ETF | — | 468 | $90K | 0.09% | SOLD |
| 54 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 630 | $90K | 0.09% | SOLD |
| 55 | GOVT | ISHARES US TREASURY BONDETF | — | 3,796 | $87K | 0.09% | SOLD |
| 56 | KMI | KINDER MORGAN INC DEL | Energy | 3,162 | $87K | 0.09% | SOLD |
| 57 | XLRE | STATE SRT REL EST SLCT SCTR SPDR ETF | — | 2,167 | $87K | 0.09% | SOLD |
| 58 | RDDT | REDDIT INC CLASS A | Communication Services | 373 | $86K | 0.09% | SOLD |
| 59 | XAR | ST SRT SPDR S&P ARSPC ADDEF ETF | — | 358 | $86K | 0.09% | SOLD |
| 60 | CDW | CDW CORP | Technology | 621 | $85K | 0.08% | 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%