Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | XLI | SELECT SECTOR SPDR TR | — | 13 | $2K | 0.00% | SOLD |
| 342 | KODK | EASTMAN KODAK CO | Industrials | 214 | $2K | 0.00% | SOLD |
| 343 | NKE | NIKE INC | Consumer Cyclical | 28 | $2K | 0.00% | SOLD |
| 344 | MBB | ISHARES TR | — | 18 | $2K | 0.00% | SOLD |
| 345 | SONY | SONY GROUP CORP | Technology | 60 | $2K | 0.00% | SOLD |
| 346 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 5 | $2K | 0.00% | SOLD |
| 347 | CCL | CARNIVAL CORP | Consumer Cyclical | 49 | $1K | 0.00% | SOLD |
| 348 | YBTC | ROUNDHILL ETF TRUST | — | 51 | $1K | 0.00% | SOLD |
| 349 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 86 | $1K | 0.00% | SOLD |
| 350 | — | ANFIELD ENERGY INC | — | 250 | $1K | 0.00% | SOLD |
| 351 | VYX | NCR VOYIX CORPORATION | Technology | 122 | $1K | 0.00% | SOLD |
| 352 | F | FORD MTR CO | Consumer Cyclical | 92 | $1K | 0.00% | SOLD |
| 353 | AIFD | TCW ETF TRUST | — | 30 | $1K | — | SOLD |
| 354 | CTVA | CORTEVA INC | Basic Materials | 17 | $1K | — | SOLD |
| 355 | AGZ | ISHARES TR | — | 10 | $1K | — | SOLD |
| 356 | TGT | TARGET CORP | Consumer Defensive | 10 | $978.0 | — | SOLD |
| 357 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 3 | $935.0 | — | SOLD |
| 358 | MVIS | MICROVISION INC DEL | Technology | 1,000 | $828.0 | — | SOLD |
| 359 | VWO | VANGUARD INTL EQUITY INDEX F | — | 15 | $816.0 | — | SOLD |
| 360 | DBI | DESIGNER BRANDS INC | Consumer Cyclical | 95 | $706.0 | — | 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%