Portfolio (Quarterly)
Guide ↗
Selby Wealth Management, LLC
· CIK 0002110725| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | TJUL | INNOVATOR ETFS TRUST | — | 7,680.0 | $227K | 0.09% | NEW | — | $29.59 | +1.9% |
| 82 | STIP | ISHARES TR | — | 2,059.0 | $211K | 0.09% | NEW | — | $102.39 | -0.2% |
| 83 | MSFT | MICROSOFT CORP | Technology | 435.0 | $210K | 0.09% | NEW | — | $483.14 | -22.8% |
| 84 | PNOV | INNOVATOR ETFS TRUST | — | 4,923.0 | $206K | 0.08% | NEW | — | $41.78 | +5.0% |
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
46.4%
Consumer Defensive
28.7%
Technology
21.8%
Healthcare
1.6%
Communication Services
1.4%