Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DLN | WISDOMTREE TR | — | 2,625 | $234K | 0.05% | SOLD |
| 2 | QGRO | AMERICAN CENTY ETF TR | — | 2,126 | $223K | 0.05% | SOLD |
| 3 | LVHI | LEGG MASON ETF INVT | — | 3,563 | $144K | 0.03% | SOLD |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | — | 2,092 | $115K | 0.03% | SOLD |
| 5 | AVIG | AMERICAN CENTY ETF TR | — | 1,929 | $80K | 0.02% | SOLD |
| 6 | DFAI | DIMENSIONAL ETF TRUST | — | 1,832 | $71K | 0.02% | SOLD |
| 7 | HON | HONEYWELL INTL INC | Industrials | 248 | $56K | 0.01% | SOLD |
| 8 | TQQQ | PROSHARES TR | — | 1,167 | $49K | 0.01% | SOLD |
| 9 | CSM | PROSHARES TR | — | 597 | $45K | 0.01% | SOLD |
| 10 | ARKW | ARK ETF TR | — | 320 | $39K | 0.01% | SOLD |
| 11 | VPLS | VANGUARD MALVERN FDS | — | 420 | $33K | 0.01% | SOLD |
| 12 | ADBE | ADOBE INC | Technology | 132 | $32K | 0.01% | SOLD |
| 13 | ARM | ARM HOLDINGS PLC | Technology | 194 | $29K | 0.01% | SOLD |
| 14 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | Financial Services | 1,022 | $27K | 0.01% | SOLD |
| 15 | VNLA | JANUS DETROIT STR TR | — | 508 | $25K | 0.01% | SOLD |
| 16 | VFMF | VANGUARD WELLINGTON FD | — | 141 | $22K | 0.01% | SOLD |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | — | 250 | $20K | 0.01% | SOLD |
| 18 | BDJ | BLACKROCK ENHANCED EQUITY DI | Financial Services | 2,265 | $20K | 0.00% | SOLD |
| 19 | CCL | CARNIVAL CORP | Consumer Cyclical | 708 | $18K | 0.00% | SOLD |
| 20 | DHR | DANAHER CORP DEL | Healthcare | 89 | $17K | 0.00% | SOLD |
Sector Allocation
Technology
37.1%
Financial Services
26.2%
Consumer Cyclical
13.4%
Communication Services
6.4%
Industrials
4.6%
Energy
4.2%
Healthcare
2.8%
Utilities
2.1%
Consumer Defensive
1.6%
Real Estate
0.8%