Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | SCHM | SCHWAB STRATEGIC TR | — | 249 | $7K | 0.00% | SOLD |
| 242 | VST | VISTRA CORP | Utilities | 46 | $7K | 0.00% | SOLD |
| 243 | BCAT | BLACKROCK CAP ALLOCATION TER | Financial Services | 500 | $7K | 0.00% | SOLD |
| 244 | IYW | ISHARES TR | — | 35 | $7K | 0.00% | SOLD |
| 245 | AMRN | AMARIN CORP PLC | Healthcare | 500 | $7K | 0.00% | SOLD |
| 246 | ACCO | ACCO BRANDS CORP | Industrials | 1,820 | $7K | 0.00% | SOLD |
| 247 | CAPE | DOUBLELINE ETF TRUST | — | 208 | $7K | 0.00% | SOLD |
| 248 | DGRW | WISDOMTREE TR | — | 75 | $7K | 0.00% | SOLD |
| 249 | VOX | VANGUARD WORLD FD | — | 34 | $7K | 0.00% | SOLD |
| 250 | — | HILLENBRAND INC | — | 203 | $6K | 0.00% | SOLD |
| 251 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 3 | $6K | 0.00% | SOLD |
| 252 | MITK | MITEK SYS INC | Technology | 600 | $6K | 0.00% | SOLD |
| 253 | IJH | ISHARES TR | — | 96 | $6K | 0.00% | SOLD |
| 254 | KEY | KEYCORP | Financial Services | 300 | $6K | 0.00% | SOLD |
| 255 | IEFA | ISHARES TR | — | 68 | $6K | 0.00% | SOLD |
| 256 | FCF | FIRST COMWLTH FINL CORP PA | Financial Services | 347 | $6K | 0.00% | SOLD |
| 257 | MU | MICRON TECHNOLOGY INC | Technology | 20 | $6K | 0.00% | SOLD |
| 258 | ARKF | ARK ETF TR | — | 120 | $6K | 0.00% | SOLD |
| 259 | CVX | CHEVRON CORP NEW | Energy | 37 | $6K | 0.00% | SOLD |
| 260 | CSCO | CISCO SYS INC | Technology | 72 | $6K | 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%