Portfolio (Quarterly)
Guide ↗
Arnold Financial Planning LLC
· CIK 0002107020| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SGOV | ISHARES TR | — | 3,127.0 | $314K | 0.32% | NEW | — | $100.38 | +0.2% |
| 22 | VTIP | VANGUARD MALVERN FDS | — | 5,094.0 | $252K | 0.26% | NEW | — | $49.46 | +1.8% |
| 23 | META | META PLATFORMS INC | Communication Services | 347.0 | $229K | 0.24% | NEW | — | $660.09 | -6.9% |
| 24 | FNDA | SCHWAB STRATEGIC TR | — | 6,348.0 | $200K | 0.21% | NEW | — | $31.51 | +10.9% |
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
87.6%
Communication Services
12.4%