Market Value
$0
Holdings
8
New Purchases
0
Added To
0
Closed
8
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $0 | 0% |
| Large Cap | 1 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$282.1B
Median Market Cap
$234.1B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.97
# 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 | —% | — | — | — | -$26M | -354,323 | -100.0% | SOLD |
| 2 | VTI | —% | — | — | — | -$45M | -133,330 | -100.0% | SOLD |
| 3 | VEA | —% | — | — | — | -$10M | -152,270 | -100.0% | SOLD |
| 4 | JSTC | —% | — | — | — | -$493K | -24,224 | -100.0% | SOLD |
| 5 | SPY | —% | — | — | — | -$61M | -89,273 | -100.0% | SOLD |
| 6 | NUDM | —% | — | — | — | -$2M | -53,941 | -100.0% | SOLD |
| 7 | VWO | —% | — | — | — | -$8M | -146,068 | -100.0% | SOLD |
| 8 | NUEM | —% | — | — | — | -$686K | -19,239 | -100.0% | SOLD |