| Ticker | $ Bought |
|---|---|
| spdr series trust | 4,395,460 |
| ishares tr | 4,392,180 |
| Ticker | % Reduced |
|---|---|
| vanguard bd index fds | -5.03 |
| ishares tr | -4.78 |
| Ticker | $ Sold |
|---|---|
| nvidia corporation | -728,842 |
| apple inc | -758,218 |
| amazon com inc | -379,468 |
| alphabet inc | -451,659 |
| microsoft corp | -639,346 |
| jpmorgan chase & co. | -272,920 |
| meta platforms inc | -252,814 |
| Sector | % |
|---|---|
| Others | 100 |
| Category | % |
|---|---|
| UNALLOCATED | 100 |
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| AAXJ | -1.0 % | |
| BIV | -0.6 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AAXJ | -0.3 M | |
| BIV | -0.2 M | |
This heatmap illustrates the top 50 positions within the fund's portfolio.
| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 42.70 | 507,693 | 26,009,100 | reduced | -4.78 | ||
| AMZN | amazon com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 7.22 | 57,427 | 4,395,460 | new | |||
| BIV | vanguard bd index fds | 42.87 | 354,594 | 26,112,300 | reduced | -5.03 | ||
| GOOG | alphabet inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 7.21 | 6,724 | 4,392,180 | new | |||
| JPM | jpmorgan chase & co. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| META | meta platforms inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MSFT | microsoft corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NVDA | nvidia corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||