Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 402 | $12K | 0.01% | SOLD |
| 202 | QGRO | AMERICAN CENTY ETF TR | — | 100 | $11K | 0.01% | SOLD |
| 203 | ITB | ISHARES TR | — | 118 | $11K | 0.01% | SOLD |
| 204 | XLE | SELECT SECTOR SPDR TR | — | 251 | $11K | 0.01% | SOLD |
| 205 | GLW | CORNING INC | Technology | 126 | $11K | 0.01% | SOLD |
| 206 | AGNG | GLOBAL X FDS | — | 307 | $11K | 0.01% | SOLD |
| 207 | SCHK | SCHWAB STRATEGIC TR | — | 332 | $11K | 0.01% | SOLD |
| 208 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 2 | $11K | 0.01% | SOLD |
| 209 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 500 | $11K | 0.01% | SOLD |
| 210 | IGV | ISHARES TR | — | 100 | $11K | 0.01% | SOLD |
| 211 | CNP | CENTERPOINT ENERGY INC | Utilities | 274 | $11K | 0.01% | SOLD |
| 212 | FNV | FRANCO NEV CORP | Basic Materials | 50 | $10K | 0.00% | SOLD |
| 213 | IVE | ISHARES TR | — | 49 | $10K | 0.00% | SOLD |
| 214 | GDLC | GRAYSCALE COINDESK CRYPTO | Financial Services | 250 | $10K | 0.00% | SOLD |
| 215 | NEM | NEWMONT CORP | Basic Materials | 102 | $10K | 0.00% | SOLD |
| 216 | BITX | VOLATILITY SHS TR | — | 360 | $10K | 0.00% | SOLD |
| 217 | DLR | DIGITAL RLTY TR INC | Real Estate | 64 | $10K | 0.00% | SOLD |
| 218 | MCK | MCKESSON CORP | Healthcare | 12 | $10K | 0.00% | SOLD |
| 219 | SHOP | SHOPIFY INC | Technology | 60 | $10K | 0.00% | SOLD |
| 220 | MSGE | SPHERE ENTERTAINMENT CO | Communication Services | 100 | $10K | 0.00% | SOLD |
Sector Allocation
Financial Services
78.9%
Technology
10.1%
Consumer Cyclical
4.4%
Healthcare
3.6%
Communication Services
1.9%
Consumer Defensive
0.4%
Industrials
0.4%
Energy
0.2%