Portfolio (Quarterly)
Guide ↗
Ahara Advisors LLC
· CIK 0002116771| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHF | SCHWAB STRATEGIC TR | — | 13,254.0 | $367K | 0.25% | +4K | +39.5% | $27.70 | +2.0% |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,008.0 | $239K | 0.16% | +150.0 | +3.9% | $59.69 | +2.4% |
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
Technology
57.2%
Consumer Cyclical
20.0%
Communication Services
16.5%
Financial Services
4.0%
Energy
1.9%
Healthcare
0.4%