Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PSX | PHILLIPS 66 | Energy | 527 | $68K | 0.07% | SOLD |
| 82 | Z | ZILLOW GROUP INC CLASS CLASS C | Communication Services | 1,000 | $68K | 0.07% | SOLD |
| 83 | FNCL | FIDELITY MSCI FINANCIALSINDX ETF | — | 863 | $67K | 0.07% | SOLD |
| 84 | LNG | CHENIERE ENERGY INC | Energy | 342 | $66K | 0.07% | SOLD |
| 85 | VBR | VANGUARD SMALL CAP VALUEETF | — | 310 | $66K | 0.07% | SOLD |
| 86 | HD | HOME DEPOT INC | Consumer Cyclical | 182 | $63K | 0.06% | SOLD |
| 87 | USB | US BANCORP DEL | Financial Services | 1,171 | $62K | 0.06% | SOLD |
| 88 | IWN | ISHARES RUSSELL 2000 VALUE ETF | — | 339 | $61K | 0.06% | SOLD |
| 89 | IBIT | ISHARES BITCOIN ETF | Financial Services | 1,219 | $61K | 0.06% | SOLD |
| 90 | D | DOMINION ENERGY INC | Utilities | 1,031 | $60K | 0.06% | SOLD |
| 91 | DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | — | 1,501 | $59K | 0.06% | SOLD |
| 92 | MO | ALTRIA GROUP INC | Consumer Defensive | 1,000 | $58K | 0.06% | SOLD |
| 93 | SPSB | ST STRET SPDR PRTFL S T CRPRT ETF IV | — | 1,911 | $58K | 0.06% | SOLD |
| 94 | IVOO | VANGUARD S&P MID CAP 400ETF | — | 507 | $57K | 0.06% | SOLD |
| 95 | QUAL | ISHARES MSCI USA QLTY FACT ETF | — | 283 | $56K | 0.06% | SOLD |
| 96 | KTOS | KRATOS DEFENSE & SEC SOL | Industrials | 730 | $55K | 0.06% | SOLD |
| 97 | CORP | PIMCO INVEST GRADE CORP BND IDX ETF | — | 555 | $54K | 0.05% | SOLD |
| 98 | IVW | ISHARES S&P 500 GROWTH ETF | — | 428 | $53K | 0.05% | SOLD |
| 99 | SPMD | ST STRET SPDR PRTFL S&P 400 M ETF IV | — | 918 | $53K | 0.05% | SOLD |
| 100 | SNPS | SYNOPSYS INC | Technology | 111 | $52K | 0.05% | 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%