Portfolio (Quarterly)
Guide ↗
Daviman Financial, LLC
· CIK 0002104394| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EMB | ISHARES TR | — | 13,621 | $1.3M | 0.77% | SOLD |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,475 | $741K | 0.43% | SOLD |
| 3 | AMAT | APPLIED MATLS INC | Technology | 2,310 | $594K | 0.35% | SOLD |
| 4 | VTV | VANGUARD INDEX FDS | — | 1,726 | $330K | 0.19% | SOLD |
| 5 | IGV | ISHARES TR | — | 2,959 | $313K | 0.18% | SOLD |
| 6 | ICVT | ISHARES TR | — | 2,646 | $261K | 0.15% | SOLD |
| 7 | BND | VANGUARD BD INDEX FDS | — | 3,474 | $257K | 0.15% | SOLD |
| 8 | QMOM | EA SERIES TRUST | — | 3,111 | $203K | 0.12% | SOLD |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | — | 924 | $203K | 0.12% | SOLD |
| 10 | DON | WISDOMTREE TR | — | 3,909 | $202K | 0.12% | SOLD |
| 11 | — | TIDAL TRUST II | — | 36,079 | $139K | 0.08% | SOLD |
Sector Allocation
Technology
29.0%
Financial Services
28.6%
Communication Services
7.9%
Consumer Cyclical
7.7%
Energy
6.8%
Healthcare
6.4%
Industrials
5.0%
Utilities
4.6%
Consumer Defensive
4.0%