Portfolio (Quarterly)
Guide ↗
Cambridge Financial Group, LLC
· CIK 0002085256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 43,336 | $1.0M | 0.33% | SOLD |
| 2 | BSJS | INVESCO EXCH TRD SLF IDX FD | — | 18,942 | $418K | 0.14% | SOLD |
| 3 | BSMQ | INVESCO EXCH TRD SLF IDX FD | — | 16,727 | $395K | 0.13% | SOLD |
| 4 | — | INVESCO EXCH TRD SLF IDX FD | — | 14,970 | $367K | 0.12% | SOLD |
| 5 | AVSE | AMERICAN CENTY ETF TR | — | 4,038 | $257K | 0.08% | SOLD |
| 6 | AVDE | AMERICAN CENTY ETF TR | — | 3,000 | $237K | 0.08% | SOLD |
| 7 | PSX | PHILLIPS 66 | Energy | 1,471 | $200K | 0.06% | SOLD |
Sector Allocation
Financial Services
30.6%
Technology
27.3%
Consumer Defensive
8.6%
Consumer Cyclical
7.9%
Healthcare
6.9%
Communication Services
5.8%
Industrials
5.2%
Energy
3.0%
Basic Materials
2.2%
Utilities
1.4%