Portfolio (Quarterly)
Guide ↗
Bryant Woods Investment Advisors, LLC
· CIK 0001910641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 597.0 | $200K | 0.08% | NEW | — | $335.06 | +8.7% |
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
67.6%
Financial Services
8.9%
Industrials
7.2%
Consumer Cyclical
6.7%
Basic Materials
4.3%
Communication Services
3.4%
Healthcare
1.2%
Utilities
0.7%