Portfolio (Quarterly)
Guide ↗
Vanguard Personalized Indexing Management, LLC
· CIK 0001767306| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | VENTYX BIOSCIENCES INC | — | 46,561 | $420K | 0.00% | SOLD |
| 22 | — | CONFLUENT INC | — | 13,350 | $404K | 0.00% | SOLD |
| 23 | GLOB | GLOBANT S A | Technology | 5,315 | $347K | 0.00% | SOLD |
| 24 | SCHB | SCHWAB STRATEGIC TR | — | 13,002 | $341K | 0.00% | SOLD |
| 25 | FNDB | SCHWAB STRATEGIC TR | — | 12,786 | $340K | 0.00% | SOLD |
| 26 | INTF | ISHARES TR | — | 8,871 | $335K | 0.00% | SOLD |
| 27 | BRKR | BRUKER CORP | Healthcare | 7,090 | $334K | 0.00% | SOLD |
| 28 | — | ROOT INC | — | 4,616 | $333K | 0.00% | SOLD |
| 29 | — | GUESS INC | — | 19,885 | $333K | 0.00% | SOLD |
| 30 | FTS | FORTIS INC | Utilities | 6,198 | $322K | 0.00% | SOLD |
| 31 | SPYM | SPDR SERIES TRUST | — | 3,972 | $319K | 0.00% | SOLD |
| 32 | BETA | BETA TECHNOLOGIES INC | Industrials | 10,293 | $290K | 0.00% | SOLD |
| 33 | ZG | ZILLOW GROUP INC | Communication Services | 4,201 | $287K | 0.00% | SOLD |
| 34 | — | INDIVIOR PLC | — | 7,974 | $286K | 0.00% | SOLD |
| 35 | TU | TELUS CORPORATION | Communication Services | 21,134 | $278K | 0.00% | SOLD |
| 36 | — | MAGIC SOFTWARE ENTERPRISES L | — | 10,781 | $278K | 0.00% | SOLD |
| 37 | CXT | CRANE NXT CO | Industrials | 5,885 | $277K | 0.00% | SOLD |
| 38 | IPX | IPERIONX LTD | Basic Materials | 7,621 | $276K | 0.00% | SOLD |
| 39 | — | HILLENBRAND INC | — | 8,384 | $266K | 0.00% | SOLD |
| 40 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 3,628 | $262K | 0.00% | SOLD |
Sector Allocation
Technology
32.3%
Financial Services
12.7%
Healthcare
9.7%
Communication Services
9.7%
Consumer Cyclical
9.7%
Industrials
9.2%
Consumer Defensive
5.0%
Energy
4.5%
Utilities
2.9%
Basic Materials
2.4%