Portfolio (Quarterly)
Guide ↗
Y.D. More Investments Ltd
· CIK 0001870364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | AXON | AXON ENTERPRISE INC | Industrials | 75.0 | $43K | 0.00% | NEW | — | $572.11 | -10.7% |
| 302 | MTUM | ISHARES TR | — | 170.0 | $43K | 0.00% | NEW | — | $250.26 | +25.7% |
| 303 | EUAD | SPINNAKER ETF SERIES | — | 1,000.0 | $42K | 0.00% | NEW | — | $41.98 | +0.4% |
| 304 | IAGG | ISHARES TR | — | 800.0 | $40K | 0.00% | NEW | — | $50.09 | -0.6% |
| 305 | BSV | VANGUARD BD INDEX FDS | — | 508.0 | $40K | 0.00% | NEW | — | $78.81 | -1.6% |
| 306 | URTH | ISHARES INC | — | 215.0 | $40K | 0.00% | NEW | — | $185.77 | +9.3% |
| 307 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 2,100.0 | $40K | 0.00% | NEW | — | $18.84 | -1.9% |
| 308 | FEZ | SPDR INDEX SHS FDS | — | 600.0 | $39K | 0.00% | NEW | — | $64.67 | +5.4% |
| 309 | COIN | COINBASE GLOBAL INC | Financial Services | 165.0 | $37K | 0.00% | NEW | — | $226.14 | -22.2% |
| 310 | SCHG | SCHWAB STRATEGIC TR | — | 1,122.0 | $37K | 0.00% | NEW | — | $32.62 | +5.1% |
| 311 | — | FIRST TR EXCHNG TRADED FD VI | — | 1,504.0 | $35K | 0.00% | NEW | — | $23.52 | — |
| 312 | MRK | MERCK & CO INC | Healthcare | 1,554.0 | $34K | 0.00% | NEW | — | $21.84 | +478.2% |
| 313 | IXJ | ISHARES TR | — | 346.0 | $34K | 0.00% | NEW | — | $97.40 | +1.3% |
| 314 | AIG | AMERICAN INTL GROUP INC | Financial Services | 389.0 | $33K | 0.00% | NEW | — | $85.90 | -6.6% |
| 315 | SHY | ISHARES TR | — | 400.0 | $33K | 0.00% | NEW | — | $82.82 | -1.1% |
| 316 | PPA | INVESCO EXCHANGE TRADED FD T | — | 205.0 | $32K | 0.00% | NEW | — | $156.63 | +7.8% |
| 317 | VTV | VANGUARD INDEX FDS | — | 166.0 | $32K | 0.00% | NEW | — | $190.99 | +14.5% |
| 318 | MET | METLIFE INC | Financial Services | 399.0 | $31K | 0.00% | NEW | — | $78.94 | +18.3% |
| 319 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 240.0 | $31K | 0.00% | NEW | — | $130.08 | +4.6% |
| 320 | VIG | VANGUARD SPECIALIZED FUNDS | — | 136.0 | $30K | 0.00% | NEW | — | $219.78 | +7.8% |
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
35.0%
Industrials
32.0%
Basic Materials
6.8%
Financial Services
6.4%
Utilities
5.7%
Communication Services
5.1%
Healthcare
4.0%
Consumer Cyclical
3.2%
Energy
0.9%
Consumer Defensive
0.7%