Portfolio (Quarterly)
Guide ↗
Financial Plan, Inc.
· CIK 0002107584| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | Technology | 3,045 | $466K | 0.05% | SOLD |
| 2 | ET | ENERGY TRANSFER L P | Energy | 15,000 | $247K | 0.03% | SOLD |
| 3 | DX | DYNEX CAP INC | Real Estate | 12,500 | $175K | 0.02% | SOLD |
| 4 | — | PLANET IMAGE INTL LTD | — | 32,000 | $30K | 0.00% | SOLD |
| 5 | CJMB | CALLAN JMB INC | Industrials | 21,114 | $23K | 0.00% | SOLD |
| 6 | AMTX | AEMETIS INC | Energy | 16,000 | $22K | 0.00% | SOLD |
| 7 | — | ENSYSCE BIOSCIENCES INC | — | 24,000 | $22K | 0.00% | SOLD |
| 8 | PLUG | PLUG POWER INC | Industrials | 11,000 | $22K | 0.00% | SOLD |
| 9 | — | MDJM LTD | — | 10,000 | $21K | 0.00% | SOLD |
| 10 | — | USBC INC. | — | 25,000 | $16K | 0.00% | SOLD |
Sector Allocation
Technology
39.5%
Financial Services
27.6%
Industrials
15.4%
Consumer Cyclical
6.1%
Consumer Defensive
4.2%
Healthcare
3.0%
Energy
2.4%
Communication Services
1.8%