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  • Apple, Inc AAPL
  • S&P 500 ETF Trust SPDR SPY
  • Alphabet Inc. - Class A Shares GOOGL
  • Microsoft Corporation MSFT
  • Meta Platforms Inc META
  • Netflix, Inc. NFLX
  • Amazon.com Inc. AMZN
  • Spotify Technology SA SPOT

    Price related data not available

    Overview Returns Holdings Sector Breakdown FAQs

    Price related data not available

    Returns

    Time FrameUSFIS&P500
    1-Week Return0.04%1.15%
    1-Month Return-1.14%1.57%
    3-Month Return-0.31%4.04%
    6-Month Return0.96%12.52%
    1-Year Return2.59%14.83%
    3-Year Return-0.14%81.12%

    Largest Holdings

    Stock name Ticker Weight
    US808513BK01-img SCHW 4
    		US808513BK01
    1.05%
    US949746TD35-img Wells Fargo & Co 3.9%
    		US949746TD35
    1.03%
    US902973AZ90-img USB 5.3
    		US902973AZ90
    0.44%
    US025816CH00-img AXP 3.55
    		US025816CH00
    0.11%

    Sector Breakdown

    Sector Weight
    All Others
    		100.00%

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    iShares Core MSCI EAFE ETF
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    Vanguard Total Bond Market Index Fund ETF Shares
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    iShares Bitcoin Trust
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    Vanguard Growth Index Fund ETF Shares
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    SPDR® Gold Shares
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    iShares 20+ Year Treasury Bond ETF

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