Portfolio (Quarterly)
Guide ↗
SageGuard Financial Group, LLC
· CIK 0001861378| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | — | 24,529 | $888K | 13.93% | SOLD |
| 2 | SPEM | SPDR INDEX SHS FDS | — | 8,959 | $381K | 5.98% | SOLD |
| 3 | XLC | SELECT SECTOR SPDR TR | — | 4,423 | $354K | 5.55% | SOLD |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | — | 3,509 | $331K | 5.19% | SOLD |
| 5 | SCHO | SCHWAB STRATEGIC TR | — | 6,030 | $309K | 4.85% | SOLD |
| 6 | SCHP | SCHWAB STRATEGIC TR | — | 4,746 | $297K | 4.66% | SOLD |
| 7 | SPTL | SPDR SER TR | — | 6,519 | $269K | 4.22% | SOLD |
| 8 | SPMD | SPDR SER TR | — | 4,364 | $201K | 3.15% | SOLD |
Sector Allocation
Technology
24.7%
Consumer Defensive
16.5%
Financial Services
15.1%
Industrials
11.3%
Consumer Cyclical
8.8%
Energy
5.9%
Utilities
5.8%
Communication Services
5.3%
Healthcare
4.3%
Basic Materials
1.9%