Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | NLR | VANECK ETF TRUST | — | 131,760.0 | $16.4M | 1.23% | NEW | — | $124.20 | +6.6% |
| 22 | SPY | SPDR S&P 500 ETF TR | Financial Services | 23,794.0 | $16.2M | 1.22% | NEW | — | $682.03 | +10.0% |
| 23 | VGT | VANGUARD WORLD FD | — | 15,224.0 | $11.5M | 0.86% | NEW | — | $753.78 | -84.5% |
| 24 | VTI | VANGUARD INDEX FDS | — | 30,110.0 | $10.1M | 0.76% | NEW | — | $335.27 | +10.2% |
| 25 | SCHA | SCHWAB STRATEGIC TR | — | 285,831.0 | $8.1M | 0.61% | NEW | — | $28.48 | +19.5% |
| 26 | BND | VANGUARD BD INDEX FDS | — | 99,229.0 | $7.3M | 0.55% | NEW | — | $74.07 | -1.1% |
| 27 | MSFT | MICROSOFT CORP | Technology | 14,306.0 | $6.9M | 0.52% | NEW | — | $483.61 | -14.2% |
| 28 | XLK | SELECT SECTOR SPDR TR | — | 47,363.0 | $6.8M | 0.51% | NEW | — | $143.97 | +27.6% |
| 29 | NVDA | NVIDIA CORPORATION | Technology | 31,960.0 | $6.0M | 0.45% | NEW | — | $186.50 | +12.3% |
| 30 | DFAS | DIMENSIONAL ETF TRUST | — | 71,854.0 | $5.0M | 0.38% | NEW | — | $69.67 | +13.4% |
| 31 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 114,499.0 | $4.7M | 0.35% | NEW | — | $40.94 | +7.7% |
| 32 | — | BERKSHIRE HATHAWAY INC DEL | — | 8,697.0 | $4.4M | 0.33% | NEW | — | $502.65 | — |
| 33 | GOOG | ALPHABET INC | Communication Services | 11,387.0 | $3.6M | 0.27% | NEW | — | $313.80 | +23.5% |
| 34 | IWM | ISHARES TR | — | 12,623.0 | $3.1M | 0.23% | NEW | — | $246.16 | +18.1% |
| 35 | GOOGL | ALPHABET INC | Communication Services | 9,909.0 | $3.1M | 0.23% | NEW | — | $313.00 | +25.1% |
| 36 | RSP | INVESCO EXCHANGE TRADED FD T | — | 16,099.0 | $3.1M | 0.23% | NEW | — | $191.55 | +8.7% |
| 37 | JPM | JPMORGAN CHASE & CO. | Financial Services | 8,740.0 | $2.8M | 0.21% | NEW | — | $322.22 | -6.4% |
| 38 | VYM | VANGUARD WHITEHALL FDS | — | 17,541.0 | $2.5M | 0.19% | NEW | — | $143.52 | +10.5% |
| 39 | SCHX | SCHWAB STRATEGIC TR | — | 77,364.0 | $2.1M | 0.16% | NEW | — | $26.91 | +9.7% |
| 40 | TSLA | TESLA INC | Consumer Cyclical | 4,156.0 | $1.9M | 0.14% | NEW | — | $449.72 | -1.3% |
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
Financial Services
44.9%
Technology
33.6%
Consumer Cyclical
11.1%
Communication Services
3.1%
Healthcare
2.2%
Industrials
2.2%
Consumer Defensive
1.2%
Energy
0.8%
Utilities
0.5%
Basic Materials
0.4%