Portfolio (Quarterly)
Guide ↗
Indivisible Partners
· CIK 0002098400| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | WMT | WALMART INC | Consumer Defensive | 19,037.0 | $2.1M | 0.23% | NEW | — | $111.40 | +6.4% |
| 82 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 14,795.0 | $2.1M | 0.23% | NEW | — | $143.31 | +2.9% |
| 83 | — | NEBIUS GROUP N.V. | — | 25,191.0 | $2.1M | 0.23% | NEW | — | $83.71 | — |
| 84 | AVDV | AMERICAN CENTY ETF TR | — | 22,318.0 | $2.1M | 0.23% | NEW | — | $93.97 | +16.8% |
| 85 | TSLA | TESLA INC | Consumer Cyclical | 4,550.0 | $2.0M | 0.22% | NEW | — | $449.70 | -2.1% |
| 86 | IWD | ISHARES TR | — | 9,711.0 | $2.0M | 0.22% | NEW | — | $210.21 | +13.2% |
| 87 | IJR | ISHARES TR | — | 16,481.0 | $2.0M | 0.21% | NEW | — | $120.18 | +16.2% |
| 88 | VOT | VANGUARD INDEX FDS | — | 7,050.0 | $2.0M | 0.21% | NEW | — | $279.14 | +5.0% |
| 89 | CVX | CHEVRON CORP NEW | Energy | 12,616.0 | $1.9M | 0.21% | NEW | — | $152.41 | +19.7% |
| 90 | PGR | PROGRESSIVE CORP | Financial Services | 8,063.0 | $1.8M | 0.20% | NEW | — | $227.72 | -13.5% |
| 91 | QGRO | AMERICAN CENTY ETF TR | — | 15,983.0 | $1.8M | 0.20% | NEW | — | $114.52 | +0.8% |
| 92 | IEFA | ISHARES TR | — | 20,350.0 | $1.8M | 0.20% | NEW | — | $89.46 | +9.5% |
| 93 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 6,088.0 | $1.8M | 0.20% | NEW | — | $296.13 | -13.8% |
| 94 | BLK | BLACKROCK INC | Financial Services | 1,637.0 | $1.8M | 0.19% | NEW | — | $1070.38 | -0.0% |
| 95 | SCHG | SCHWAB STRATEGIC TR | — | 53,059.0 | $1.7M | 0.19% | NEW | — | $32.62 | +6.0% |
| 96 | VOE | VANGUARD INDEX FDS | — | 9,504.0 | $1.7M | 0.18% | NEW | — | $177.37 | +9.8% |
| 97 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,451.0 | $1.7M | 0.18% | NEW | — | $309.04 | +9.5% |
| 98 | RSP | INVESCO EXCHANGE TRADED FD T | — | 8,793.0 | $1.7M | 0.18% | NEW | — | $191.56 | +8.3% |
| 99 | SPYM | SPDR SERIES TRUST | — | 20,982.0 | $1.7M | 0.18% | NEW | — | $80.22 | +10.1% |
| 100 | MO | ALTRIA GROUP INC | Consumer Defensive | 29,125.0 | $1.7M | 0.18% | NEW | — | $57.68 | +25.0% |
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
Technology
51.8%
Financial Services
13.8%
Industrials
8.6%
Healthcare
6.4%
Consumer Cyclical
5.0%
Energy
3.5%
Communication Services
3.4%
Consumer Defensive
2.5%
Real Estate
2.5%
Basic Materials
1.7%