Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | — | 413 | $32K | 0.03% | SOLD |
| 162 | RWO | SPDR DOW JONE GLOBAL REAL ESTATE ETF | — | 712 | $32K | 0.03% | SOLD |
| 163 | MGK | VANGUARD MEGA CAP GROWTHETF | — | 78 | $32K | 0.03% | SOLD |
| 164 | ABBV | ABBVIE INC | Healthcare | 135 | $31K | 0.03% | SOLD |
| 165 | GSIE | GOLDMAN SACHS ACTVBT INTEREQY ETF | — | 716 | $31K | 0.03% | SOLD |
| 166 | RPV | INVSC S P 500 PURE VALUEETF | — | 301 | $31K | 0.03% | SOLD |
| 167 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 449 | $31K | 0.03% | SOLD |
| 168 | MRK | MERCK & CO. INC. | Healthcare | 293 | $31K | 0.03% | SOLD |
| 169 | HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF | — | 329 | $31K | 0.03% | SOLD |
| 170 | DON | WISDOMTREE US MIDCAP DIVIDEND ETF | — | 600 | $31K | 0.03% | SOLD |
| 171 | VTR | VENTAS INC REIT | Real Estate | 391 | $30K | 0.03% | SOLD |
| 172 | SPHQ | INVESCO S&P 500 QUALITY ETF | — | 393 | $29K | 0.03% | SOLD |
| 173 | MCD | MCDONALDS CORP | Consumer Cyclical | 95 | $29K | 0.03% | SOLD |
| 174 | PGR | PROGRESSIVE CORP OH | Financial Services | 127 | $29K | 0.03% | SOLD |
| 175 | CNC | CENTENE CORP DEL | Healthcare | 690 | $28K | 0.03% | SOLD |
| 176 | EVLV | EVOLV TECHNOLOGIES HLDGSCLASS A | Industrials | 3,970 | $28K | 0.03% | SOLD |
| 177 | FSTA | FIDELITY MSCI CONS STPLSINDX ETF | — | 566 | $28K | 0.03% | SOLD |
| 178 | IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | — | 287 | $28K | 0.03% | SOLD |
| 179 | IWD | ISHARES RUSSELL 1000 VALUE ETF | — | 132 | $28K | 0.03% | SOLD |
| 180 | XLU | STATE STRT UTLTES SLET SCTR SPDR ETF | — | 660 | $28K | 0.03% | 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%