Portfolio (Quarterly)
Guide ↗
FFG RETIREMENT ADVISORS LLC
· CIK 0001966438| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PHYL | PGIM ETF TR | — | 31,842.0 | $1.1M | 0.70% | NEW | — | $35.48 | -1.0% |
| 42 | AVEM | AMERICAN CENTY ETF TR | — | 12,669.0 | $976K | 0.60% | NEW | — | $77.02 | +25.2% |
| 43 | EFG | ISHARES TR | — | 4,282.0 | $488K | 0.30% | NEW | — | $113.92 | +7.8% |
| 44 | BIV | VANGUARD BD INDEX FDS | — | 3,961.0 | $308K | 0.19% | NEW | — | $77.88 | -1.8% |
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
Industrials
100.0%