Market Value
$0
Holdings
33
New Purchases
0
Added To
0
Closed
33
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $0 | 0% |
| Large Cap | 19 | $0 | 0% |
| Mid Cap | 5 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$303.4B
Median Market Cap
$52.5B
Avg P/E
113.6
Median P/E
34.3
Avg Dividend Yield
0.00%
Avg Beta
1.05
# Stocks
4
# ETFs / Funds
29
Top Holdings (33 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VEU | —% | — | — | — | -$2M | -30,673 | -100.0% | SOLD |
| 2 | WM | —% | — | — | — | -$381K | -1,762 | -100.0% | SOLD |
| 3 | IJH | —% | — | — | — | -$4M | -52,570 | -100.0% | SOLD |
| 4 | IGM | —% | — | — | — | -$495K | -3,757 | -100.0% | SOLD |
| 5 | IBIT | —% | — | — | — | -$274K | -5,107 | -100.0% | SOLD |
| 6 | AGG | —% | — | — | — | -$2M | -23,312 | -100.0% | SOLD |
| 7 | EFAV | —% | — | — | — | -$7M | -82,260 | -100.0% | SOLD |
| 8 | CGCP | —% | — | — | — | -$7M | -330,103 | -100.0% | SOLD |
| 9 | VOTE | —% | — | — | — | -$588K | -7,214 | -100.0% | SOLD |
| 10 | QLV | —% | — | — | — | -$247K | -3,398 | -100.0% | SOLD |
| 11 | VTI | —% | — | — | — | -$6M | -18,571 | -100.0% | SOLD |
| 12 | USMV | —% | — | — | — | -$9M | -98,039 | -100.0% | SOLD |
| 13 | SPYV | —% | — | — | — | -$13M | -231,049 | -100.0% | SOLD |
| 14 | IWM | —% | — | — | — | -$5M | -20,564 | -100.0% | SOLD |
| 15 | SPMO | —% | — | — | — | -$656K | -5,462 | -100.0% | SOLD |
| 16 | ESGU | —% | — | — | — | -$554K | -3,660 | -100.0% | SOLD |
| 17 | AAPL | —% | — | — | — | -$2M | -8,641 | -100.0% | SOLD |
| 18 | FHLC | —% | — | — | — | -$222K | -2,950 | -100.0% | SOLD |
| 19 | XMMO | —% | — | — | — | -$314K | -2,206 | -100.0% | SOLD |
| 20 | VOO | —% | — | — | — | -$2M | -3,671 | -100.0% | SOLD |
| 21 | CVNA | —% | — | — | — | -$234K | -500 | -100.0% | SOLD |
| 22 | SCHG | —% | — | — | — | -$3M | -87,774 | -100.0% | SOLD |
| 23 | QYLD | —% | — | — | — | -$212K | -11,872 | -100.0% | SOLD |
| 24 | SDY | —% | — | — | — | -$621K | -4,299 | -100.0% | SOLD |
| 25 | SCHD | —% | — | — | — | -$5M | -157,354 | -100.0% | SOLD |
| 26 | DBMF | —% | — | — | — | -$1M | -49,585 | -100.0% | SOLD |
| 27 | TSLA | —% | — | — | — | -$860K | -1,922 | -100.0% | SOLD |
| 28 | QQQ | —% | — | — | — | -$3M | -4,685 | -100.0% | SOLD |
| 29 | LVHD | —% | — | — | — | -$458K | -11,253 | -100.0% | SOLD |
| 30 | IVW | —% | — | — | — | -$7M | -54,107 | -100.0% | SOLD |
| 31 | IJR | —% | — | — | — | -$2M | -11,971 | -100.0% | SOLD |
| 32 | SPSM | —% | — | — | — | -$2M | -42,697 | -100.0% | SOLD |
| 33 | SPYG | —% | — | — | — | -$18M | -162,821 | -100.0% | SOLD |