Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | UIS | UNISYS CORP | Technology | 1,000 | $3K | 0.00% | SOLD |
| 322 | XT | ISHARES TR | — | 39 | $3K | 0.00% | SOLD |
| 323 | BEP | BROOKFIELD RENEWABLE PARTNER | Utilities | 100 | $3K | 0.00% | SOLD |
| 324 | ORLA | ORLA MNG LTD NEW | Basic Materials | 200 | $3K | 0.00% | SOLD |
| 325 | DJT | TRUMP MEDIA &TECHNOLOGY GRO | Communication Services | 200 | $3K | 0.00% | SOLD |
| 326 | HYS | PIMCO ETF TR | — | 28 | $3K | 0.00% | SOLD |
| 327 | GILD | GILEAD SCIENCES INC | Healthcare | 21 | $3K | 0.00% | SOLD |
| 328 | VTIP | VANGUARD MALVERN FDS | — | 52 | $3K | 0.00% | SOLD |
| 329 | VEA | VANGUARD TAX-MANAGED FDS | — | 39 | $2K | 0.00% | SOLD |
| 330 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 24 | $2K | 0.00% | SOLD |
| 331 | — | MORGAN STANLEY PATHWAY FDS | — | 44 | $2K | 0.00% | SOLD |
| 332 | KNSL | KINSALE CAP GROUP INC | Financial Services | 6 | $2K | 0.00% | SOLD |
| 333 | NATL | NCR ATLEOS CORPORATION | Technology | 61 | $2K | 0.00% | SOLD |
| 334 | BNDD | KRANESHARES TRUST | — | 24 | $2K | 0.00% | SOLD |
| 335 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 58 | $2K | 0.00% | SOLD |
| 336 | GBDC | GOLUB CAP BDC INC | Financial Services | 165 | $2K | 0.00% | SOLD |
| 337 | SCHH | SCHWAB STRATEGIC TR | — | 106 | $2K | 0.00% | SOLD |
| 338 | MKL | MARKEL GROUP INC | Financial Services | 1 | $2K | 0.00% | SOLD |
| 339 | KRE | SPDR SERIES TRUST | — | 33 | $2K | 0.00% | SOLD |
| 340 | PYPL | PAYPAL HLDGS INC | Financial Services | 35 | $2K | 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%