Market Value
$0
Holdings
37
New Purchases
0
Added To
0
Closed
37
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 13 | $0 | 0% |
| Large Cap | 12 | $0 | 0% |
| Mid Cap | 10 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$608.8B
Median Market Cap
$38.0B
Avg P/E
23.4
Median P/E
23.5
Avg Dividend Yield
0.01%
Avg Beta
0.85
# Stocks
8
# ETFs / Funds
29
Top Holdings (37 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IBM | —% | — | — | — | -$379K | -1,280 | -100.0% | SOLD |
| 2 | FYX | —% | — | — | — | -$4M | -32,340 | -100.0% | SOLD |
| 3 | JPM | —% | — | — | — | -$786K | -2,438 | -100.0% | SOLD |
| 4 | AAPL | —% | — | — | — | -$624K | -2,294 | -100.0% | SOLD |
| 5 | BND | —% | — | — | — | -$12M | -160,620 | -100.0% | SOLD |
| 6 | ICSH | —% | — | — | — | -$235K | -4,644 | -100.0% | SOLD |
| 7 | CGSD | —% | — | — | — | -$2M | -95,733 | -100.0% | SOLD |
| 8 | FVD | —% | — | — | — | -$3M | -57,686 | -100.0% | SOLD |
| 9 | VTV | —% | — | — | — | -$5M | -26,206 | -100.0% | SOLD |
| 10 | CGCP | —% | — | — | — | -$17M | -753,693 | -100.0% | SOLD |
| 11 | SPLG | —% | — | — | — | -$948K | -11,816 | -100.0% | SOLD |
| 12 | JPST | —% | — | — | — | -$231K | -4,575 | -100.0% | SOLD |
| 13 | SPY | —% | — | — | — | -$438K | -642 | -100.0% | SOLD |
| 14 | SPSM | —% | — | — | — | -$836K | -17,830 | -100.0% | SOLD |
| 15 | CGCV | —% | — | — | — | -$8M | -246,257 | -100.0% | SOLD |
| 16 | VUG | —% | — | — | — | -$5M | -10,094 | -100.0% | SOLD |
| 17 | GOOGL | —% | — | — | — | -$336K | -1,073 | -100.0% | SOLD |
| 18 | GOOG | —% | — | — | — | -$297K | -947 | -100.0% | SOLD |
| 19 | SPLV | —% | — | — | — | -$1M | -19,813 | -100.0% | SOLD |
| 20 | AVUV | —% | — | — | — | -$3M | -32,061 | -100.0% | SOLD |
| 21 | FTSM | —% | — | — | — | -$384K | -6,410 | -100.0% | SOLD |
| 22 | MSFT | —% | — | — | — | -$336K | -695 | -100.0% | SOLD |
| 23 | QQQ | —% | — | — | — | -$571K | -929 | -100.0% | SOLD |
| 24 | CGMS | —% | — | — | — | -$7M | -257,522 | -100.0% | SOLD |
| 25 | CGXU | —% | — | — | — | -$9M | -313,727 | -100.0% | SOLD |
| 26 | CGGO | —% | — | — | — | -$384K | -11,089 | -100.0% | SOLD |
| 27 | CGDV | —% | — | — | — | -$572K | -13,118 | -100.0% | SOLD |
| 28 | CGGR | —% | — | — | — | -$8M | -187,253 | -100.0% | SOLD |
| 29 | BLV | —% | — | — | — | -$4M | -55,844 | -100.0% | SOLD |
| 30 | GLD | —% | — | — | — | -$1M | -3,359 | -100.0% | SOLD |
| 31 | JEPI | —% | — | — | — | -$5M | -80,744 | -100.0% | SOLD |
| 32 | SPTS | —% | — | — | — | -$6M | -191,845 | -100.0% | SOLD |
| 33 | BRK-B | —% | — | — | — | -$241K | -480 | -100.0% | SOLD |
| 34 | VNQ | —% | — | — | — | -$600K | -6,786 | -100.0% | SOLD |
| 35 | VXUS | —% | — | — | — | -$2M | -27,082 | -100.0% | SOLD |
| 36 | VYMI | —% | — | — | — | -$10M | -113,863 | -100.0% | SOLD |
| 37 | BK | —% | — | — | — | -$427K | -3,678 | -100.0% | SOLD |