Portfolio (Quarterly)
Guide ↗
Leicht Financial Planning & Wealth Management, Inc.
· CIK 0001710666| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | — | 564,911.0 | $59.0M | 26.62% | NEW | — | $104.51 | +13.2% |
| 2 | SPYV | SPDR SERIES TRUST | — | 552,646.0 | $30.6M | 13.79% | NEW | — | $55.33 | +9.5% |
| 3 | SPTI | SPDR SERIES TRUST | — | 860,667.0 | $24.9M | 11.21% | NEW | — | $28.90 | -2.2% |
| 4 | SPDW | SPDR INDEX SHS FDS | — | 462,561.0 | $19.8M | 8.92% | NEW | — | $42.79 | +17.6% |
| 5 | SPMB | SPDR SERIES TRUST | — | 852,291.0 | $19.1M | 8.62% | NEW | — | $22.44 | -1.5% |
| 6 | SPSM | SPDR SERIES TRUST | — | 387,704.0 | $18.0M | 8.10% | NEW | — | $46.32 | +14.5% |
| 7 | SPIB | SPDR SERIES TRUST | — | 377,348.0 | $12.8M | 5.77% | NEW | — | $33.89 | -1.6% |
| 8 | SPEM | SPDR INDEX SHS FDS | — | 238,835.0 | $11.2M | 5.04% | NEW | — | $46.81 | +9.1% |
| 9 | XLC | SELECT SECTOR SPDR TR | — | 48,878.0 | $5.8M | 2.61% | NEW | — | $118.37 | -1.9% |
| 10 | SLYG | SPDR SERIES TRUST | — | 57,583.0 | $5.4M | 2.45% | NEW | — | $94.31 | +13.7% |
| 11 | XLF | SELECT SECTOR SPDR TR | — | 97,558.0 | $5.3M | 2.37% | NEW | — | $53.87 | -4.0% |
| 12 | XLV | SELECT SECTOR SPDR TR | — | 29,923.0 | $4.2M | 1.88% | NEW | — | $139.17 | +6.5% |
| 13 | SGOV | ISHARES TR | — | 31,569.0 | $3.2M | 1.43% | NEW | — | $100.70 | -0.1% |
| 14 | AAPL | APPLE INC | Technology | 8,075.0 | $2.1M | 0.93% | NEW | — | $254.63 | +19.8% |
| 15 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,190.0 | $598K | 0.27% | NEW | — | $502.74 | — |
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
100.0%