Market Value
$0
Holdings
57
New Purchases
0
Added To
0
Closed
57
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 19 | $0 | 0% |
| Large Cap | 20 | $0 | 0% |
| Mid Cap | 9 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$689.3B
Median Market Cap
$29.6B
Avg P/E
57.4
Median P/E
30.9
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
20
# ETFs / Funds
37
Top Holdings (57 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | —% | — | — | — | -$405K | -3,367 | -100.0% | SOLD |
| 2 | DIHP | —% | — | — | — | -$2M | -62,156 | -100.0% | SOLD |
| 3 | BTI | —% | — | — | — | -$344K | -6,068 | -100.0% | SOLD |
| 4 | IBM | —% | — | — | — | -$244K | -823 | -100.0% | SOLD |
| 5 | WM | —% | — | — | — | -$249K | -1,134 | -100.0% | SOLD |
| 6 | LLY | —% | — | — | — | -$203K | -189 | -100.0% | SOLD |
| 7 | MCD | —% | — | — | — | -$353K | -1,155 | -100.0% | SOLD |
| 8 | UNH | —% | — | — | — | -$405K | -1,228 | -100.0% | SOLD |
| 9 | BNDW | —% | — | — | — | -$7M | -97,013 | -100.0% | SOLD |
| 10 | TSM | —% | — | — | — | -$456K | -1,499 | -100.0% | SOLD |
| 11 | AMD | —% | — | — | — | -$546K | -2,551 | -100.0% | SOLD |
| 12 | DFIC | —% | — | — | — | -$2M | -48,944 | -100.0% | SOLD |
| 13 | AMZN | —% | — | — | — | -$510K | -2,211 | -100.0% | SOLD |
| 14 | AAPL | —% | — | — | — | -$10M | -35,046 | -100.0% | SOLD |
| 15 | META | —% | — | — | — | -$372K | -564 | -100.0% | SOLD |
| 16 | DEW | —% | — | — | — | -$312K | -5,066 | -100.0% | SOLD |
| 17 | DFUS | —% | — | — | — | -$2M | -28,012 | -100.0% | SOLD |
| 18 | DFEV | —% | — | — | — | -$400K | -11,843 | -100.0% | SOLD |
| 19 | AVDE | —% | — | — | — | -$6M | -73,288 | -100.0% | SOLD |
| 20 | SHOP | —% | — | — | — | -$315K | -1,957 | -100.0% | SOLD |
| 21 | VBR | —% | — | — | — | -$6M | -29,851 | -100.0% | SOLD |
| 22 | VTIP | —% | — | — | — | -$207K | -4,177 | -100.0% | SOLD |
| 23 | VEA | —% | — | — | — | -$509K | -8,154 | -100.0% | SOLD |
| 24 | BSVO | —% | — | — | — | -$988K | -42,407 | -100.0% | SOLD |
| 25 | DFEM | —% | — | — | — | -$6M | -182,507 | -100.0% | SOLD |
| 26 | DGCB | —% | — | — | — | -$8M | -149,047 | -100.0% | SOLD |
| 27 | DFAT | —% | — | — | — | -$580K | -9,749 | -100.0% | SOLD |
| 28 | DFGR | —% | — | — | — | -$1M | -39,134 | -100.0% | SOLD |
| 29 | AIQ | —% | — | — | — | -$632K | -12,429 | -100.0% | SOLD |
| 30 | TSLA | —% | — | — | — | -$670K | -1,489 | -100.0% | SOLD |
| 31 | IDEV | —% | — | — | — | -$1M | -13,810 | -100.0% | SOLD |
| 32 | COWZ | —% | — | — | — | -$343K | -5,705 | -100.0% | SOLD |
| 33 | WMT | —% | — | — | — | -$351K | -3,155 | -100.0% | SOLD |
| 34 | DFUV | —% | — | — | — | -$392K | -8,406 | -100.0% | SOLD |
| 35 | DFGX | —% | — | — | — | -$859K | -16,316 | -100.0% | SOLD |
| 36 | DFIV | —% | — | — | — | -$752K | -15,076 | -100.0% | SOLD |
| 37 | AVGO | —% | — | — | — | -$278K | -804 | -100.0% | SOLD |
| 38 | GOOGL | —% | — | — | — | -$563K | -1,800 | -100.0% | SOLD |
| 39 | GOOG | —% | — | — | — | -$340K | -1,085 | -100.0% | SOLD |
| 40 | AVDV | —% | — | — | — | -$3M | -33,380 | -100.0% | SOLD |
| 41 | ITOT | —% | — | — | — | -$27M | -184,230 | -100.0% | SOLD |
| 42 | MSFT | —% | — | — | — | -$918K | -1,897 | -100.0% | SOLD |
| 43 | NVDA | —% | — | — | — | -$2M | -13,181 | -100.0% | SOLD |
| 44 | DFAS | —% | — | — | — | -$227K | -3,252 | -100.0% | SOLD |
| 45 | AGG | —% | — | — | — | -$954K | -9,555 | -100.0% | SOLD |
| 46 | DFAC | —% | — | — | — | -$3M | -63,817 | -100.0% | SOLD |
| 47 | DFSI | —% | — | — | — | -$247K | -5,763 | -100.0% | SOLD |
| 48 | DFSD | —% | — | — | — | -$1M | -25,345 | -100.0% | SOLD |
| 49 | DFNM | —% | — | — | — | -$5M | -97,114 | -100.0% | SOLD |
| 50 | DUHP | —% | — | — | — | -$6M | -164,206 | -100.0% | SOLD |
| 51 | QYLD | —% | — | — | — | -$637K | -36,067 | -100.0% | SOLD |
| 52 | VGIT | —% | — | — | — | -$495K | -8,262 | -100.0% | SOLD |
| 53 | VOO | —% | — | — | — | -$621K | -991 | -100.0% | SOLD |
| 54 | DFSU | —% | — | — | — | -$477K | -10,991 | -100.0% | SOLD |
| 55 | DXUV | —% | — | — | — | -$2M | -31,339 | -100.0% | SOLD |
| 56 | DEHP | —% | — | — | — | -$405K | -12,570 | -100.0% | SOLD |
| 57 | DXIV | —% | — | — | — | -$1M | -21,171 | -100.0% | SOLD |