Market Value
$0
Holdings
93
New Purchases
0
Added To
0
Closed
93
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 21 | $0 | 0% |
| Large Cap | 39 | $0 | 0% |
| Mid Cap | 16 | $0 | 0% |
| Small Cap | 13 | $0 | 0% |
| Micro Cap | 4 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$422.9B
Median Market Cap
$19.4B
Avg P/E
54.9
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
20
# ETFs / Funds
73
Top Holdings (93 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIHP | —% | — | — | — | -$6M | -197,080 | -100.0% | SOLD |
| 2 | DIS | —% | — | — | — | -$1M | -10,566 | -100.0% | SOLD |
| 3 | LEVI | —% | — | — | — | -$2M | -97,549 | -100.0% | SOLD |
| 4 | AMD | —% | — | — | — | -$255K | -1,189 | -100.0% | SOLD |
| 5 | IJT | —% | — | — | — | -$209K | -1,481 | -100.0% | SOLD |
| 6 | AMZN | —% | — | — | — | -$777K | -3,366 | -100.0% | SOLD |
| 7 | AAPL | —% | — | — | — | -$2M | -7,941 | -100.0% | SOLD |
| 8 | KLAC | —% | — | — | — | -$515K | -424 | -100.0% | SOLD |
| 9 | CAPR | —% | — | — | — | -$12M | -400,001 | -100.0% | SOLD |
| 10 | AIA | —% | — | — | — | -$1M | -12,075 | -100.0% | SOLD |
| 11 | BND | —% | — | — | — | -$740K | -9,992 | -100.0% | SOLD |
| 12 | IVV | —% | — | — | — | -$1M | -1,808 | -100.0% | SOLD |
| 13 | DFAX | —% | — | — | — | -$321K | -9,809 | -100.0% | SOLD |
| 14 | DFUS | —% | — | — | — | -$8M | -113,731 | -100.0% | SOLD |
| 15 | DFEV | —% | — | — | — | -$2M | -53,408 | -100.0% | SOLD |
| 16 | DFAI | —% | — | — | — | -$8M | -219,857 | -100.0% | SOLD |
| 17 | FBTC | —% | — | — | — | -$208K | -2,730 | -100.0% | SOLD |
| 18 | DEXC | —% | — | — | — | -$390K | -6,441 | -100.0% | SOLD |
| 19 | DFAE | —% | — | — | — | -$4M | -122,159 | -100.0% | SOLD |
| 20 | DBEF | —% | — | — | — | -$4M | -77,805 | -100.0% | SOLD |
| 21 | IJJ | —% | — | — | — | -$3M | -19,318 | -100.0% | SOLD |
| 22 | IWR | —% | — | — | — | -$949K | -9,854 | -100.0% | SOLD |
| 23 | ORMP | —% | — | — | — | -$5M | -1,900,000 | -100.0% | SOLD |
| 24 | ACWI | —% | — | — | — | -$5M | -34,439 | -100.0% | SOLD |
| 25 | DFAU | —% | — | — | — | -$2M | -35,993 | -100.0% | SOLD |
| 26 | MINO | —% | — | — | — | -$916K | -20,220 | -100.0% | SOLD |
| 27 | PEP | —% | — | — | — | -$596K | -4,152 | -100.0% | SOLD |
| 28 | SMH | —% | — | — | — | -$308K | -855 | -100.0% | SOLD |
| 29 | SCZ | —% | — | — | — | -$5M | -66,885 | -100.0% | SOLD |
| 30 | VT | —% | — | — | — | -$7M | -48,739 | -100.0% | SOLD |
| 31 | VTI | —% | — | — | — | -$469K | -1,400 | -100.0% | SOLD |
| 32 | VTIP | —% | — | — | — | -$12M | -242,590 | -100.0% | SOLD |
| 33 | VEA | —% | — | — | — | -$2M | -26,734 | -100.0% | SOLD |
| 34 | DFEM | —% | — | — | — | -$224K | -6,765 | -100.0% | SOLD |
| 35 | DFAT | —% | — | — | — | -$8M | -130,198 | -100.0% | SOLD |
| 36 | YUM | —% | — | — | — | -$273K | -1,802 | -100.0% | SOLD |
| 37 | DUHP | —% | — | — | — | -$13M | -342,515 | -100.0% | SOLD |
| 38 | EEM | —% | — | — | — | -$543K | -9,918 | -100.0% | SOLD |
| 39 | IWV | —% | — | — | — | -$224K | -578 | -100.0% | SOLD |
| 40 | IAU | —% | — | — | — | -$562K | -6,920 | -100.0% | SOLD |
| 41 | IJH | —% | — | — | — | -$1M | -21,969 | -100.0% | SOLD |
| 42 | TLT | —% | — | — | — | -$7M | -78,802 | -100.0% | SOLD |
| 43 | SPY | —% | — | — | — | -$3M | -3,668 | -100.0% | SOLD |
| 44 | WMT | —% | — | — | — | -$200K | -1,797 | -100.0% | SOLD |
| 45 | DFLV | —% | — | — | — | -$8M | -224,042 | -100.0% | SOLD |
| 46 | DFUV | —% | — | — | — | -$12M | -264,597 | -100.0% | SOLD |
| 47 | DFIV | —% | — | — | — | -$8M | -155,832 | -100.0% | SOLD |
| 48 | QQQ | —% | — | — | — | -$877K | -1,427 | -100.0% | SOLD |
| 49 | AVGO | —% | — | — | — | -$226K | -652 | -100.0% | SOLD |
| 50 | ONEQ | —% | — | — | — | -$233K | -2,550 | -100.0% | SOLD |
| 51 | GOOGL | —% | — | — | — | -$1M | -3,872 | -100.0% | SOLD |
| 52 | GOOG | —% | — | — | — | -$1M | -4,094 | -100.0% | SOLD |
| 53 | BIL | —% | — | — | — | -$1M | -13,691 | -100.0% | SOLD |
| 54 | IVE | —% | — | — | — | -$953K | -4,494 | -100.0% | SOLD |
| 55 | IWB | —% | — | — | — | -$2M | -6,027 | -100.0% | SOLD |
| 56 | IJR | —% | — | — | — | -$1M | -11,760 | -100.0% | SOLD |
| 57 | IVW | —% | — | — | — | -$544K | -4,414 | -100.0% | SOLD |
| 58 | MSFT | —% | — | — | — | -$881K | -1,821 | -100.0% | SOLD |
| 59 | SPDN | —% | — | — | — | -$1M | -109,330 | -100.0% | SOLD |
| 60 | EFA | —% | — | — | — | -$783K | -8,155 | -100.0% | SOLD |
| 61 | NVDA | —% | — | — | — | -$945K | -5,068 | -100.0% | SOLD |
| 62 | TSLA | —% | — | — | — | -$912K | -2,027 | -100.0% | SOLD |
| 63 | SNAP | —% | — | — | — | -$596K | -73,864 | -100.0% | SOLD |
| 64 | VWO | —% | — | — | — | -$302K | -5,613 | -100.0% | SOLD |
| 65 | DFAS | —% | — | — | — | -$9M | -129,672 | -100.0% | SOLD |
| 66 | XLK | —% | — | — | — | -$349K | -2,426 | -100.0% | SOLD |
| 67 | DFSV | —% | — | — | — | -$559K | -17,006 | -100.0% | SOLD |
| 68 | DFIS | —% | — | — | — | -$7M | -217,142 | -100.0% | SOLD |
| 69 | DFSI | —% | — | — | — | -$1M | -31,166 | -100.0% | SOLD |
| 70 | DFNM | —% | — | — | — | -$2M | -39,281 | -100.0% | SOLD |
| 71 | HEFA | —% | — | — | — | -$2M | -44,393 | -100.0% | SOLD |
| 72 | IWF | —% | — | — | — | -$576K | -1,217 | -100.0% | SOLD |
| 73 | IJS | —% | — | — | — | -$624K | -5,485 | -100.0% | SOLD |
| 74 | IJK | —% | — | — | — | -$259K | -2,677 | -100.0% | SOLD |
| 75 | IEFA | —% | — | — | — | -$470K | -5,248 | -100.0% | SOLD |
| 76 | IWD | —% | — | — | — | -$3M | -12,764 | -100.0% | SOLD |
| 77 | IWS | —% | — | — | — | -$1M | -7,411 | -100.0% | SOLD |
| 78 | QUAL | —% | — | — | — | -$340K | -1,712 | -100.0% | SOLD |
| 79 | NFLX | —% | — | — | — | -$312K | -3,330 | -100.0% | SOLD |
| 80 | STIP | —% | — | — | — | -$37M | -361,193 | -100.0% | SOLD |
| 81 | DFAW | —% | — | — | — | -$430K | -5,808 | -100.0% | SOLD |
| 82 | VOO | —% | — | — | — | -$3M | -4,879 | -100.0% | SOLD |
| 83 | ISHG | —% | — | — | — | -$9M | -116,555 | -100.0% | SOLD |
| 84 | DFSU | —% | — | — | — | -$877K | -20,183 | -100.0% | SOLD |
| 85 | DISV | —% | — | — | — | -$9M | -246,850 | -100.0% | SOLD |
| 86 | IMCB | —% | — | — | — | -$559K | -6,756 | -100.0% | SOLD |
| 87 | EEMX | —% | — | — | — | -$265K | -6,209 | -100.0% | SOLD |
| 88 | DFCA | —% | — | — | — | -$737K | -14,714 | -100.0% | SOLD |
| 89 | DFSE | —% | — | — | — | -$495K | -11,939 | -100.0% | SOLD |
| 90 | EFZ | —% | — | — | — | -$1M | -115,217 | -100.0% | SOLD |
| 91 | DEHP | —% | — | — | — | -$3M | -105,035 | -100.0% | SOLD |
| 92 | EFAX | —% | — | — | — | -$2M | -31,053 | -100.0% | SOLD |
| 93 | BRK-B | —% | — | — | — | -$498K | -990 | -100.0% | SOLD |