Portfolio (Quarterly)
Guide ↗
Indivisible Partners
· CIK 0002098400| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | VBCA | VANGUARD WELLESLEY INCOME FD | — | 3,543.0 | $268K | 0.01% | NEW | — | $75.67 | -0.1% |
| 522 | VBCB | VANGUARD WELLESLEY INCOME FD | — | 3,545.0 | $268K | 0.01% | NEW | — | $75.60 | -0.1% |
| 523 | VGUS | VANGUARD INSTL INDEX FD | — | 3,539.0 | $268K | 0.01% | NEW | — | $75.66 | -0.0% |
| 524 | DIV | GLOBAL X FDS | — | 14,025.0 | $267K | 0.01% | — | — | $19.05 | +4.4% |
| 525 | ADBE | ADOBE INC | Technology | 1,297.0 | $266K | 0.01% | NEW | — | $205.02 | +34.8% |
| 526 | VICI | VICI PPTYS INC | Real Estate | 9,977.0 | $265K | 0.01% | +310.0 | +3.2% | $26.55 | +0.9% |
| 527 | OGE | OGE ENERGY CORP | Utilities | 5,430.0 | $264K | 0.01% | +69.0 | +1.3% | $48.66 | -5.6% |
| 528 | MUC | BLACKROCK MUNIHLDNGS CALI | Financial Services | 24,017.0 | $264K | 0.01% | — | — | $10.99 | -3.4% |
| 529 | BE | BLOOM ENERGY CORP | Industrials | 867.0 | $262K | 0.01% | NEW | — | $302.70 | -32.6% |
| 530 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 15,082.0 | $262K | 0.01% | +360.0 | +2.5% | $17.35 | -4.3% |
| 531 | IAGG | ISHARES TR | — | 5,144.0 | $260K | 0.01% | -16K | -75.9% | $50.60 | -1.6% |
| 532 | PICK | ISHARES INC | — | 4,472.0 | $260K | 0.01% | NEW | — | $58.15 | +13.3% |
| 533 | SHYG | ISHARES TR | — | 6,103.0 | $259K | 0.01% | -38K | -86.3% | $42.41 | -0.4% |
| 534 | PEJ | INVESCO EXCHANGE TRADED FD T | — | 3,868.0 | $257K | 0.01% | NEW | — | $66.56 | +3.4% |
| 535 | DXJ | WISDOMTREE TR | — | 1,480.0 | $257K | 0.01% | NEW | — | $173.50 | +2.1% |
| 536 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 2,535.0 | $256K | 0.01% | — | — | $101.08 | +19.6% |
| 537 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 2,977.0 | $255K | 0.01% | NEW | — | $85.66 | -6.6% |
| 538 | CPRT | COPART INC | Industrials | 9,046.0 | $255K | 0.01% | NEW | — | $28.19 | +18.0% |
| 539 | CFG | CITIZENS FINL GROUP INC | Financial Services | 3,625.0 | $254K | 0.01% | NEW | — | $70.08 | +0.2% |
| 540 | SLX | VANECK ETF TRUST | — | 2,573.0 | $253K | 0.01% | NEW | — | $98.39 | +9.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
52.0%
Financial Services
11.9%
Energy
7.4%
Industrials
6.8%
Consumer Cyclical
6.0%
Healthcare
4.8%
Communication Services
3.4%
Real Estate
3.3%
Consumer Defensive
2.4%
Basic Materials
1.1%