Portfolio (Quarterly)
Guide ↗
Lynch Investment Planning, LLC
· CIK 0002110354| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 451.0 | $295K | 0.27% | NEW | — | $653.24 | +13.6% |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,258.0 | $212K | 0.19% | NEW | — | $93.74 | +8.9% |
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
Financial Services
55.8%
Technology
15.4%
Industrials
8.3%
Communication Services
6.2%
Consumer Cyclical
5.5%
Healthcare
2.7%
Consumer Defensive
2.5%
Energy
1.7%
Basic Materials
1.2%
Real Estate
0.7%