Portfolio (Quarterly)
Guide ↗
Polaris Investment Advisors, LLC
· CIK 0002103332| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | — | 1,629 | $420K | 0.30% | SOLD |
| 2 | EMB | ISHARES TR | — | 2,966 | $286K | 0.21% | SOLD |
| 3 | FBND | FIDELITY MERRIMACK STR TR | — | 6,090 | $280K | 0.20% | SOLD |
| 4 | AGG | ISHARES TR | — | 2,749 | $275K | 0.20% | SOLD |
| 5 | — | BLACKROCK ETF TRUST II | — | 5,189 | $253K | 0.18% | SOLD |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 700 | $207K | 0.15% | SOLD |
| 7 | TLT | ISHARES TR | — | 2,319 | $202K | 0.15% | SOLD |
Sector Allocation
Communication Services
38.0%
Technology
22.4%
Financial Services
16.5%
Consumer Cyclical
5.3%
Industrials
5.2%
Utilities
4.1%
Consumer Defensive
3.8%
Basic Materials
2.7%
Energy
1.9%