Wrenne Financial Planning LLC Portfolio Holdings by Sector
Wrenne Financial Planning LLC
- $176 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEU SLYV VNQ BND VXUS VWO MUB SPDW 31 stocks |
$127 Million
72.24% of portfolio
|
  16  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$41.5 Million
23.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.1 Million
2.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$948,827
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$416,625
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$386,157
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$365,835
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$327,279
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$295,802
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES 1 stocks |
$256,603
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$227,845
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|