Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TTE | TOTALENERGIES SE | Energy | 267 | $16K | 0.01% | SOLD |
| 22 | JAAA | JANUS DETROIT STR TR | — | 286 | $15K | 0.00% | SOLD |
| 23 | RWL | INVESCO EXCH TRADED FD TR II | — | 131 | $14K | 0.00% | SOLD |
| 24 | — | LIGHT & WONDER INC | — | 172 | $14K | 0.00% | SOLD |
| 25 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 278 | $14K | 0.00% | SOLD |
| 26 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 760 | $13K | 0.00% | SOLD |
| 27 | NOG | NORTHERN OIL & GAS INC | Energy | 497 | $12K | 0.00% | SOLD |
| 28 | CALF | PACER FDS TR | — | 250 | $11K | 0.00% | SOLD |
| 29 | JBI | JANUS INTERNATIONAL GROUP IN | Industrials | 965 | $10K | 0.00% | SOLD |
| 30 | PGNY | PROGYNY INC | Healthcare | 431 | $9K | 0.00% | SOLD |
| 31 | — | KELLANOVA | — | 103 | $8K | 0.00% | SOLD |
| 32 | ANGL | VANECK ETF TRUST | — | 250 | $7K | 0.00% | SOLD |
| 33 | DXC | DXC TECHNOLOGY CO | Technology | 516 | $7K | 0.00% | SOLD |
| 34 | SPDW | SPDR INDEX SHS FDS | — | 160 | $7K | 0.00% | SOLD |
| 35 | ROCK | GIBRALTAR INDS INC | Industrials | 103 | $6K | 0.00% | SOLD |
| 36 | ANGI | ANGI INC | Communication Services | 378 | $6K | 0.00% | SOLD |
| 37 | — | VERINT SYS INC | — | 275 | $6K | 0.00% | SOLD |
| 38 | DOCS | DOXIMITY INC | Healthcare | 68 | $5K | 0.00% | SOLD |
| 39 | BNDX | VANGUARD CHARLOTTE FDS | — | 98 | $5K | 0.00% | SOLD |
| 40 | — | ALLETE INC | — | 60 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
25.0%
Industrials
16.9%
Financial Services
13.2%
Consumer Cyclical
12.8%
Healthcare
11.7%
Consumer Defensive
4.8%
Communication Services
4.4%
Basic Materials
3.4%
Real Estate
2.7%
Energy
2.6%