Portfolio (Quarterly)
Guide ↗
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
· CIK 0002122180| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | THOMSON REUTERS CORP | — | 5,832 | $525K | 0.46% | SOLD |
| 2 | ACN | ACCENTURE PLC IRELAND | Technology | 2,598 | $515K | 0.45% | SOLD |
| 3 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 4,040 | $493K | 0.43% | SOLD |
| 4 | FENI | FIDELITY COVINGTON TRUST | — | 6,891 | $256K | 0.23% | SOLD |
| 5 | NKE | NIKE INC | Consumer Cyclical | 4,653 | $246K | 0.22% | SOLD |
| 6 | MSCI | MSCI INC | Financial Services | 397 | $214K | 0.19% | SOLD |
| 7 | AES | AES CORP | Utilities | 14,853 | $209K | 0.18% | SOLD |
Sector Allocation
Technology
25.4%
Healthcare
12.9%
Communication Services
11.4%
Consumer Cyclical
11.1%
Financial Services
11.0%
Industrials
10.7%
Consumer Defensive
6.6%
Energy
4.2%
Utilities
3.0%
Basic Materials
1.9%