Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | VTEB | VANGUARD MUN BD FDS | — | 23,774 | $1.2M | 0.04% | SOLD |
| 222 | JBBB | JANUS DETROIT STR TR | — | 24,822 | $1.2M | 0.04% | SOLD |
| 223 | VSS | VANGUARD INTL EQUITY INDEX F | — | 7,970 | $1.2M | 0.04% | SOLD |
| 224 | EXC | EXELON CORP | Utilities | 26,229 | $1.2M | 0.04% | SOLD |
| 225 | FLHY | FRANKLIN TEMPLETON ETF TR | — | 47,624 | $1.2M | 0.04% | SOLD |
| 226 | XLU | SELECT SECTOR SPDR TR | — | 26,876 | $1.2M | 0.04% | SOLD |
| 227 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 29,046 | $1.2M | 0.04% | SOLD |
| 228 | IGIB | ISHARES TR | — | 21,294 | $1.1M | 0.04% | SOLD |
| 229 | DFAE | DIMENSIONAL ETF TRUST | — | 33,381 | $1.1M | 0.04% | SOLD |
| 230 | IBDS | ISHARES TR | — | 47,042 | $1.1M | 0.04% | SOLD |
| 231 | RMD | RESMED INC | Healthcare | 4,436 | $1.1M | 0.04% | SOLD |
| 232 | — | FRANKLIN TEMPLETON ETF TR | — | 11,802 | $1.1M | 0.04% | SOLD |
| 233 | IAGG | ISHARES TR | — | 22,693 | $1.1M | 0.04% | SOLD |
| 234 | XMAR | FIRST TR EXCHNG TRADED FD VI | — | 28,379 | $1.1M | 0.04% | SOLD |
| 235 | ENB | ENBRIDGE INC | Energy | 23,849 | $1.1M | 0.04% | SOLD |
| 236 | DFSD | DIMENSIONAL ETF TRUST | — | 23,582 | $1.1M | 0.04% | SOLD |
| 237 | ZS | ZSCALER INC | Technology | 5,266 | $1.1M | 0.04% | SOLD |
| 238 | PLMR | PALOMAR HLDGS INC | Financial Services | 8,754 | $1.1M | 0.04% | SOLD |
| 239 | SEIC | SEI INVTS CO | Financial Services | 13,060 | $1.1M | 0.04% | SOLD |
| 240 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 59,232 | $1.1M | 0.04% | SOLD |
Sector Allocation
Technology
62.7%
Communication Services
14.1%
Consumer Cyclical
6.6%
Financial Services
5.5%
Real Estate
2.7%
Utilities
1.9%
Healthcare
1.8%
Consumer Defensive
1.8%
Energy
1.4%
Industrials
1.2%