Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | JETS | US GLOBAL JETS ETF | — | 3,016 | $85K | 0.08% | SOLD |
| 62 | F | FORD MTR CO DEL | Consumer Cyclical | 6,495 | $85K | 0.08% | SOLD |
| 63 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 383 | $84K | 0.08% | SOLD |
| 64 | DTCR | GLOBAL X DATA CNTR DGTL INFR ETF | — | 3,912 | $83K | 0.08% | SOLD |
| 65 | FLOT | ISHARES FLOATING RATE BOND ETF | — | 1,638 | $83K | 0.08% | SOLD |
| 66 | BE | BLOOM ENERGY CORP CLASS CLASS A | Industrials | 940 | $82K | 0.08% | SOLD |
| 67 | AVGO | BROADCOM INC | Technology | 237 | $82K | 0.08% | SOLD |
| 68 | BOND | PIMCO ACTIVE BOND ETF | — | 885 | $82K | 0.08% | SOLD |
| 69 | FCOM | FIDELITY MSCI COMM SRV INDEX ETF | — | 1,101 | $81K | 0.08% | SOLD |
| 70 | HYG | ISHARES IBOXX HIGH YIELDBOND ETF | — | 1,007 | $81K | 0.08% | SOLD |
| 71 | LQD | ISHARES IBOXX INVT GRADEBOND ETF | — | 726 | $80K | 0.08% | SOLD |
| 72 | JNJ | JOHNSON & JOHNSON | Healthcare | 389 | $80K | 0.08% | SOLD |
| 73 | FDX | FEDEX CORP | Industrials | 264 | $76K | 0.07% | SOLD |
| 74 | CORZ | CORE SCIENTIFIC INC | Technology | 5,132 | $75K | 0.07% | SOLD |
| 75 | IAGG | ISHARES INTERNTINL AGGRGT BND ETF | — | 1,482 | $74K | 0.07% | SOLD |
| 76 | XLB | STATE STRET MATRL SLCT SCTR SPDR ETF | — | 1,614 | $73K | 0.07% | SOLD |
| 77 | VTV | VANGUARD VALUE ETF | — | 382 | $73K | 0.07% | SOLD |
| 78 | BAC | BANK OF AMERICA CORP | Financial Services | 1,305 | $72K | 0.07% | SOLD |
| 79 | SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | Communication Services | 3,480 | $70K | 0.07% | SOLD |
| 80 | BEAM | BEAM THERAPEUTICS INC | Healthcare | 2,500 | $69K | 0.07% | 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%