Portfolio (Quarterly)
Guide ↗
Broadleaf Partners, LLC
· CIK 0001712686| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IWF | IShares Russell 1000 Growth ET | — | 599.0 | $255K | 0.06% | -69.0 | -10.3% | $426.40 | -71.3% |
| 42 | SCHD | Schwab US Dividend Equity ETF | — | 8,056.0 | $247K | 0.06% | -1K | -15.5% | $30.68 | +10.5% |
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
43.2%
Industrials
13.4%
Consumer Cyclical
11.9%
Financial Services
10.5%
Communication Services
8.7%
Healthcare
7.4%
Consumer Defensive
4.5%
Energy
0.3%
Utilities
0.2%