Portfolio (Quarterly)
Guide ↗
Causey Wealth LLC
· CIK 0002132639| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IEFA | ISHARES TR | — | 2,228.0 | $202K | 0.09% | NEW | — | $90.51 | +8.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.0%
Energy
17.2%
Healthcare
10.4%
Communication Services
9.6%
Financial Services
9.1%
Consumer Cyclical
6.3%
Industrials
2.4%
Consumer Defensive
1.1%