Market Value
$8
Holdings
8
New Purchases
0
Added To
0
Closed
0
Reduced
8
Top 10 Concentration
100.0%
Turnover
0.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $4 | 50.0% |
| Large Cap | 1 | $1 | 12.5% |
| Small Cap | 3 | $3 | 37.5% |
Portfolio Analytics
Avg Market Cap
$496.8B
Median Market Cap
$242.0B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.95
# Stocks
0
# ETFs / Funds
8
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | 12.50% | — | $1 | — | -$26M | -354,323 | -100.0% | |
| 2 | VTI | 12.50% | — | $1 | — | -$45M | -133,330 | -100.0% | |
| 3 | VEA | 12.50% | — | $1 | — | -$10M | -152,270 | -100.0% | |
| 4 | SPY | 12.50% | — | $1 | — | -$61M | -89,273 | -100.0% | |
| 5 | NUDM | 12.50% | — | $1 | — | -$2M | -53,941 | -100.0% | |
| 6 | VWO | 12.50% | — | $1 | — | -$8M | -146,068 | -100.0% | |
| 7 | JSTC | 12.50% | — | $1 | — | -$493K | -24,224 | -100.0% | |
| 8 | NUEM | 12.50% | — | $1 | — | -$686K | -19,239 | -100.0% |