Portfolio (Quarterly)
Guide ↗
93 Financial Group, LLC
· CIK 0002112320| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPMB | SPDR SERIES TRUST | — | 801,374.0 | $17.9M | 7.06% | +22K | +2.8% | $22.31 | -2.0% |
| 2 | SCHX | SCHWAB STRATEGIC TR | — | 84,839.0 | $2.5M | 0.99% | +9K | +11.4% | $29.43 | +3.2% |
| 3 | SCHP | SCHWAB STRATEGIC TR | — | 8,390.0 | $222K | 0.09% | +283.0 | +3.5% | $26.50 | -2.5% |
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.