Portfolio (Quarterly)
Guide ↗
Lynch Investment Planning, LLC
· CIK 0002110354| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,223.0 | $1.1M | 1.07% | NEW | — | $502.62 | — |
| 22 | VOO | VANGUARD INDEX FDS | — | 1,722.0 | $1.1M | 1.03% | NEW | — | $627.17 | +7.9% |
| 23 | NEAR | ISHARES U S ETF TR | — | 17,993.0 | $919K | 0.88% | NEW | — | $51.10 | -1.0% |
| 24 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,541.0 | $819K | 0.78% | NEW | — | $322.17 | -7.3% |
| 25 | — | VANGUARD MUN BD FDS | — | 9,440.0 | $713K | 0.68% | NEW | — | $75.57 | — |
| 26 | DFAU | DIMENSIONAL ETF TRUST | — | 14,135.0 | $662K | 0.63% | NEW | — | $46.80 | +7.9% |
| 27 | NVDA | NVIDIA CORPORATION | Technology | 3,489.0 | $651K | 0.62% | NEW | — | $186.52 | +19.6% |
| 28 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,460.0 | $637K | 0.61% | NEW | — | $258.89 | -14.1% |
| 29 | HD | HOME DEPOT INC | Consumer Cyclical | 1,629.0 | $561K | 0.54% | NEW | — | $344.12 | -12.2% |
| 30 | WMT | WALMART INC | Consumer Defensive | 4,811.0 | $537K | 0.52% | NEW | — | $111.64 | +20.9% |
| 31 | EMR | EMERSON ELEC CO | Industrials | 3,214.0 | $427K | 0.41% | NEW | — | $132.72 | -0.1% |
| 32 | WFC | WELLS FARGO CO NEW | Financial Services | 4,451.0 | $415K | 0.40% | NEW | — | $93.19 | -19.6% |
| 33 | DE | DEERE & CO | Industrials | 882.0 | $412K | 0.40% | NEW | — | $467.41 | +19.9% |
| 34 | SHV | ISHARES TR | — | 3,686.0 | $406K | 0.39% | NEW | — | $110.15 | +0.1% |
| 35 | RTX | RTX CORPORATION | Industrials | 2,190.0 | $402K | 0.39% | NEW | — | $183.38 | -3.8% |
| 36 | ABBV | ABBVIE INC | Healthcare | 1,741.0 | $398K | 0.38% | NEW | — | $228.47 | -6.0% |
| 37 | CSCO | CISCO SYS INC | Technology | 5,034.0 | $388K | 0.37% | NEW | — | $77.03 | +51.3% |
| 38 | XBIL | RBB FD INC | — | 6,932.0 | $347K | 0.33% | NEW | — | $50.07 | +0.1% |
| 39 | APD | AIR PRODS & CHEMS INC | Basic Materials | 1,395.0 | $345K | 0.33% | NEW | — | $247.08 | +18.4% |
| 40 | GD | GENERAL DYNAMICS CORP | Industrials | 970.0 | $327K | 0.31% | NEW | — | $336.71 | +1.1% |
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
54.0%
Technology
16.9%
Industrials
8.3%
Communication Services
6.7%
Consumer Cyclical
6.0%
Healthcare
2.8%
Consumer Defensive
2.3%
Energy
1.3%
Basic Materials
1.0%
Real Estate
0.7%