Portfolio (Quarterly)
Guide ↗
Ares Financial Consulting, LLC
· CIK 0002106717| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | — | 2 | $118.0 | — | SOLD |
| 22 | MBB | ISHARES MBS ETF | — | 1 | $94.0 | — | SOLD |
| 23 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 1 | $80.0 | — | SOLD |
| 24 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | — | 2 | $78.0 | — | SOLD |
| 25 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | — | 2 | $77.0 | — | SOLD |
| 26 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | — | $20.0 | — | SOLD |
| 27 | BBEU | JPMORGAN BETABUILDERS EUROPE ETF | — | — | $9.0 | — | SOLD |
Sector Allocation
Technology
26.3%
Financial Services
13.2%
Industrials
13.0%
Communication Services
12.9%
Consumer Cyclical
9.0%
Healthcare
7.8%
Consumer Defensive
6.2%
Energy
5.8%
Real Estate
2.7%
Utilities
1.5%