Portfolio (Quarterly)
Guide ↗
YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SPSM | SPDR SERIES TRUST | — | 6,814.0 | $329K | 0.02% | +2K | +38.0% | $48.32 | +12.4% |
| 82 | IYF | ISHARES TR | — | 2,754.0 | $324K | 0.02% | +854.0 | +45.0% | $117.66 | +5.2% |
| 83 | XLC | SELECT SECTOR SPDR TR | — | 2,829.0 | $314K | 0.02% | +547.0 | +24.0% | $110.86 | +4.2% |
| 84 | DHI | D R HORTON INC | Consumer Cyclical | 2,047.0 | $281K | 0.02% | +40.0 | +2.0% | $137.22 | +6.1% |
| 85 | SCHE | SCHWAB STRATEGIC TR | — | 7,219.0 | $238K | 0.02% | +536.0 | +8.0% | $32.95 | +10.6% |
| 86 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,697.0 | $218K | 0.02% | +122.0 | +3.4% | $59.03 | +11.9% |
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
27.8%
Financial Services
12.4%
Healthcare
12.3%
Consumer Cyclical
11.2%
Communication Services
11.0%
Industrials
10.8%
Consumer Defensive
7.4%
Basic Materials
2.5%
Energy
2.3%
Utilities
1.5%