Portfolio (Quarterly)
Guide ↗
Center for Financial Planning, Inc.
· CIK 0001803557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DYNF | BLACKROCK ETF TRUST | — | 138 | $8K | 0.00% | SOLD |
| 22 | EMB | ISHARES TR | — | 86 | $8K | 0.00% | SOLD |
| 23 | SHEL | SHELL PLC | Energy | 112 | $8K | 0.00% | SOLD |
| 24 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 208 | $8K | 0.00% | SOLD |
| 25 | USRT | ISHARES TR | — | 135 | $8K | 0.00% | SOLD |
| 26 | — | UNILEVER PLC | — | 100 | $7K | 0.00% | SOLD |
| 27 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 323 | $6K | 0.00% | SOLD |
| 28 | BEN | FRANKLIN RESOURCES INC | Financial Services | 252 | $6K | 0.00% | SOLD |
| 29 | B | BARRICK MNG CORP | Basic Materials | 133 | $6K | 0.00% | SOLD |
| 30 | SPYM | SPDR SERIES TRUST | — | 68 | $5K | 0.00% | SOLD |
| 31 | BIL | SPDR SERIES TRUST | — | 58 | $5K | 0.00% | SOLD |
| 32 | EWJ | ISHARES INC | — | 65 | $5K | 0.00% | SOLD |
| 33 | CINF | CINCINNATI FINL CORP | Financial Services | 32 | $5K | 0.00% | SOLD |
| 34 | OEF | ISHARES TR | — | 15 | $5K | 0.00% | SOLD |
| 35 | TROW | PRICE T ROWE GROUP INC | Financial Services | 50 | $5K | 0.00% | SOLD |
| 36 | TLT | ISHARES TR | — | 58 | $5K | 0.00% | SOLD |
| 37 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 41 | $5K | — | SOLD |
| 38 | GPC | GENUINE PARTS CO | Consumer Cyclical | 38 | $5K | — | SOLD |
| 39 | SYY | SYSCO CORP | Consumer Defensive | 61 | $4K | — | SOLD |
| 40 | FAST | FASTENAL CO | Industrials | 107 | $4K | — | SOLD |
Sector Allocation
Technology
23.8%
Healthcare
15.3%
Financial Services
14.9%
Consumer Cyclical
9.5%
Industrials
8.5%
Consumer Defensive
8.5%
Communication Services
7.5%
Energy
5.4%
Utilities
4.3%
Real Estate
1.2%