Portfolio (Quarterly)
Guide ↗
Broadhurst Jeffrey B
· CIK 0002114882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BTC | Grayscale Bitcoin Mini Trust (BTC) | Financial Services | 20,000.0 | $519K | 1.10% | NEW | — | $25.95 | +31.3% |
| 2 | DFUV | Dimensional US Marketwide Value ETF | — | 3,929.0 | $216K | 0.46% | NEW | — | $55.01 | +4.4% |
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
71.6%
Technology
28.4%