Portfolio (Quarterly)
Guide ↗
Summit Financial Consulting LLC
· CIK 0002065794| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | — | 75,995 | $7.3M | 5.30% | SOLD |
| 2 | IYE | ISHARES TR | — | 153,227 | $7.3M | 5.29% | SOLD |
| 3 | IYH | ISHARES TR | — | 109,847 | $7.2M | 5.19% | SOLD |
| 4 | IDU | ISHARES TR | — | 65,479 | $7.1M | 5.15% | SOLD |
| 5 | PSCC | INVESCO EXCH TRADED FD TR II | — | 11,535 | $359K | 0.26% | SOLD |
| 6 | BIL | SPDR SERIES TRUST | — | 3,182 | $291K | 0.21% | SOLD |
| 7 | XLE | SELECT SECTOR SPDR TR | — | 6,317 | $282K | 0.20% | SOLD |
Sector Allocation
Technology
34.6%
Financial Services
28.0%
Consumer Cyclical
15.9%
Consumer Defensive
8.0%
Energy
6.9%
Utilities
6.6%