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 | $232K | 0.08% | — | — | $30.23 | +1.4% |
| 82 | STIP | ISHARES TR | — | 2,059.0 | $210K | 0.07% | — | — | $102.16 | -1.3% |
| 83 | GOOGL | ALPHABET INC | Communication Services | 584.0 | $209K | 0.07% | NEW | — | $357.37 | -5.3% |
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
47.3%
Consumer Defensive
28.5%
Technology
20.3%
Communication Services
2.1%
Healthcare
1.8%