Portfolio (Quarterly)
Guide ↗
Vanguard Personalized Indexing Management, LLC
· CIK 0001767306| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | AGYS | AGILYSYS INC | Technology | 2,096 | $249K | 0.00% | SOLD |
| 42 | LGIH | LGI HOMES INC | Consumer Cyclical | 5,658 | $243K | 0.00% | SOLD |
| 43 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 3,025 | $241K | 0.00% | SOLD |
| 44 | HNI | HNI CORP | Industrials | 5,736 | $241K | 0.00% | SOLD |
| 45 | NSIT | INSIGHT ENTERPRISES INC | Technology | 2,904 | $237K | 0.00% | SOLD |
| 46 | ATAT | ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 5,962 | $235K | 0.00% | SOLD |
| 47 | DIN | DINE BRANDS GLOBAL INC | Consumer Cyclical | 7,076 | $227K | 0.00% | SOLD |
| 48 | XLF | SELECT SECTOR SPDR TR | — | 4,151 | $227K | 0.00% | SOLD |
| 49 | INSP | INSPIRE MED SYS INC | Healthcare | 2,441 | $225K | 0.00% | SOLD |
| 50 | DOO | BRP INC | Consumer Cyclical | 3,075 | $218K | 0.00% | SOLD |
| 51 | OSCV | ETF SER SOLUTIONS | — | 5,806 | $215K | 0.00% | SOLD |
| 52 | ACWX | ISHARES TR | — | 3,199 | $215K | 0.00% | SOLD |
| 53 | PXF | INVESCO EXCH TRADED FD TR II | — | 3,236 | $212K | 0.00% | SOLD |
| 54 | VTS | VITESSE ENERGY INC | Energy | 10,769 | $207K | 0.00% | SOLD |
| 55 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 6,608 | $204K | 0.00% | SOLD |
| 56 | FOR | FORESTAR GROUP INC | Real Estate | 8,190 | $202K | 0.00% | SOLD |
| 57 | NAVN | NAVAN INC | Technology | 11,004 | $188K | 0.00% | SOLD |
| 58 | CMCO | COLUMBUS MCKINNON CORP N Y | Industrials | 10,240 | $177K | 0.00% | SOLD |
| 59 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 12,866 | $170K | 0.00% | SOLD |
| 60 | — | CITY OFFICE REIT INC | — | 24,361 | $170K | 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%