Portfolio (Quarterly)
Guide ↗
Premier Financial Group
· CIK 0001989061| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DFSE | DIMENSNL EMG MRKT SUS CORE 1 ETF | — | 11,575 | $483K | 0.13% | SOLD |
| 2 | MPRO | MONARCH PROCAP INDEX ETF | — | 3,995 | $123K | 0.03% | SOLD |
| 3 | GXC | SPDR S&P CHINA ETF | — | 1,243 | $121K | 0.03% | SOLD |
| 4 | MAMB | MONARCH AMBASSADOR INCOME IDX ETF | — | 2,937 | $70K | 0.02% | SOLD |
| 5 | QQQ | INVSC QQQ TRUST SRS 1 ETF | Financial Services | 77 | $48K | 0.01% | SOLD |
| 6 | MBCC | MONARCH BLUE CHIPS CORE INDEX ETF | — | 1,260 | $47K | 0.01% | SOLD |
| 7 | RSP | INVSC S P 500 EQUAL WEIGHT ETF | — | 216 | $42K | 0.01% | SOLD |
| 8 | VTEB | VANGUARD MUNI BND TAX EXEMPT ETF | — | 788 | $40K | 0.01% | SOLD |
| 9 | IUSV | ISHARES CORE S&P US VALUE ETF | — | 282 | $29K | 0.01% | SOLD |
| 10 | — | MONARCH DIVIDEND PLUS INDEX ETF | — | 934 | $25K | 0.01% | SOLD |
| 11 | EMB | ISHARES JPMORGAN USD MTSBOND ETF | — | 113 | $11K | 0.00% | SOLD |
| 12 | MBB | ISHARES MBS ETF | — | 96 | $9K | 0.00% | SOLD |
| 13 | XLV | STATE STRT HLTH CRE SLT SEC SPDR ETF | — | 54 | $8K | 0.00% | SOLD |
| 14 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | — | 82 | $6K | 0.00% | SOLD |
| 15 | NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | — | 54 | $6K | 0.00% | SOLD |
| 16 | HYG | ISHARES IBOXX HIGH YIELDBOND ETF | — | 63 | $5K | 0.00% | SOLD |
| 17 | IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | — | 47 | $5K | 0.00% | SOLD |
| 18 | IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | — | 84 | $4K | 0.00% | SOLD |
| 19 | MSTY | TIDAL TR II YIELDMAX MSTR OPTION INCOME STRATEGY ETF NEW | — | 67 | $2K | 0.00% | SOLD |
Sector Allocation
Financial Services
100.0%