(no name)

Asset Allocation

Position	Category/Sector	Target Weight
RBLX Roblox Corporation	Communication Services	27.34%
TSLA Tesla, Inc.	Consumer Cyclical	11.32%
MTPLF Metaplanet Inc	Consumer Cyclical	4.09%
IREN IREN Limited	Financial Services	3.50%
SPAXX Fidelity Government Money Market Fund	Money Market	2.60%
MSTR Strategy Inc	Technology	2.48%
EOSE Eos Energy Enterprises Inc	Industrials	2.34%
NBIS Nebius Group N.V.	Communication Services	2.30%
BMNR BitMine Immersion Technologies, Inc.	Financial Services	2.25%
CASH Meta Financial Group, Inc.	Financial Services	2.02%
AMZN Amazon.com, Inc	Consumer Cyclical	1.92%
MSFT Microsoft Corporation	Technology	1.84%
ANET Arista Networks, Inc.	Technology	1.83%
ARKG ARK Genomic Revolution Multi-Sector ETF	Health & Biotech Equities, Actively Managed	1.75%
VOO Vanguard S&P 500 ETF	S&P 500	1.73%
SHOP Shopify Inc.	Technology	1.64%
CRWV CoreWeave, Inc.	Technology	1.61%
MELI MercadoLibre, Inc.	Consumer Cyclical	1.59%
COST Costco Wholesale Corporation	Consumer Defensive	1.49%
NVDA NVIDIA Corporation	Technology	1.32%
ARKK ARK Innovation ETF	Technology Equities	1.20%
BARK BARK, Inc.	Consumer Cyclical	1.18%
SIVR abrdn Physical Silver Shares ETF	Silver, Precious Metals	1.06%
ELF e.l.f. Beauty, Inc.	Consumer Defensive	0.97%
SBET Sharplink, Inc.	Financial Services	0.95%
PYPL PayPal Holdings, Inc.	Financial Services	0.73%
CRWD CrowdStrike Holdings, Inc.	Technology	0.65%
INOD Innodata Inc.	Technology	0.62%
QBTS D-Wave Quantum Inc	Technology	0.54%
ENPH Enphase Energy, Inc.	Technology	0.52%
ZS Zscaler, Inc.	Technology	0.50%
CRSP CRISPR Therapeutics AG	Healthcare	0.49%
LMND Lemonade, Inc.	Financial Services	0.49%
QQQ Invesco QQQ ETF	Nasdaq-100	0.49%
ETSY Etsy, Inc.	Consumer Cyclical	0.48%
SPOT Spotify Technology S.A.	Communication Services	0.45%
KNSL Kinsale Capital Group, Inc.	Financial Services	0.45%
QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF	Derivative Income, Options Trading	0.43%
CIFR Cipher Digital Inc.	Technology	0.41%
FIGR Figure Technology Solutions, Inc	Financial Services	0.35%
INTU Intuit Inc.	Technology	0.34%
VRTX Vertex Pharmaceuticals Incorporated	Healthcare	0.32%
ASST Asset Entities Inc. Class B Common Stock	Communication Services	0.32%
XYZ Block, Inc	Technology	0.31%
ABNB Airbnb, Inc.	Consumer Cyclical	0.31%
P Everpure, Inc.	Technology	0.31%
TTD The Trade Desk, Inc.	Technology	0.30%
ASPN Aspen Aerogels, Inc.	Industrials	0.26%
PANW Palo Alto Networks, Inc.	Technology	0.25%
ZETA Zeta Global Holdings Corp.	Technology	0.25%
LNTH Lantheus Holdings, Inc.	Healthcare	0.24%
TMDX TransMedics Group, Inc.	Healthcare	0.24%
BLOX Nicholas Crypto Income ETF	Cryptocurrency	0.24%
BOC Boston Omaha Corp	Communication Services	0.23%
APPF AppFolio, Inc.	Technology	0.22%
SNPS Synopsys, Inc.	Technology	0.22%
WD Walker & Dunlop, Inc.	Financial Services	0.22%
HIPO Hippo Holdings Inc.	Financial Services	0.21%
PLTR Palantir Technologies Inc.	Technology	0.21%
HIMS Hims & Hers Health, Inc.	Healthcare	0.21%
NEXT NextDecade Corporation	Energy	0.20%
GMED Globus Medical, Inc.	Healthcare	0.19%
TTWO Take-Two Interactive Software, Inc.	Communication Services	0.18%
RVLV Revolve Group, Inc.	Consumer Cyclical	0.17%
OKTA Okta, Inc.	Technology	0.17%
AMZY YieldMax AMZN Option Income Strategy ETF	Options Trading	0.16%
NOK Nokia Corporation	Technology	0.15%
KEEL Keel Infrastructure Corporation	Financial Services	0.14%
HLI Houlihan Lokey, Inc.	Financial Services	0.14%
ZM Zoom Video Communications, Inc.	Communication Services	0.14%
MAGY Roundhill Magnificent Seven Covered Call ETF	Derivative Income	0.13%
MGNI Magnite, Inc.	Communication Services	0.13%
ZG Zillow Group, Inc.	Communication Services	0.12%
TSSI TSS, Inc	Technology	0.12%
AVAV AeroVironment, Inc.	Industrials	0.12%
FLGT Fulgent Genetics, Inc.	Healthcare	0.11%
TEAM Atlassian Corporation Plc	Technology	0.11%
LOB Live Oak Bancshares, Inc.	Financial Services	0.10%
ORGN Origin Materials, Inc.	Basic Materials	0.10%
TSLY YieldMax TSLA Option Income Strategy ETF	Options Trading	0.10%
HUBS HubSpot, Inc.	Technology	0.10%
NET Cloudflare, Inc.	Technology	0.09%
RKT Rocket Companies, Inc.	Financial Services	0.08%
CHWY Chewy, Inc.	Consumer Cyclical	0.08%
BNTX BioNTech SE	Healthcare	0.08%
MRNA Moderna, Inc.	Healthcare	0.08%
RBRK Rubrik, Inc.	Technology	0.08%
NIO NIO Inc.	Consumer Cyclical	0.07%
AUR Aurora Innovation, Inc.	Technology	0.07%
UNH UnitedHealth Group Incorporated	Healthcare	0.07%
SOFI SoFi Technologies, Inc.	Financial Services	0.06%
TWLO Twilio Inc.	Communication Services	0.06%
CELH Celsius Holdings, Inc.	Consumer Defensive	0.06%
HQY HealthEquity, Inc.	Healthcare	0.06%
INSP Inspire Medical Systems, Inc.	Healthcare	0.06%
TSLL Direxion Daily TSLA Bull 2X ETF	Leveraged Equities	0.06%
DXCM DexCom, Inc.	Healthcare	0.06%
FSLY Fastly, Inc.	Technology	0.05%
VICI VICI Properties Inc.	Real Estate	0.05%
LAES SEALSQ Corp	Technology	0.04%
T AT&T Inc.	Communication Services	0.04%
KD Kyndryl Holdings, Inc.	Technology	0.04%
Z Zillow Group, Inc.	Communication Services	0.04%
APPN Appian Corporation	Technology	0.04%
PRLB Proto Labs, Inc.	Industrials	0.04%
PAYC Paycom Software, Inc.	Technology	0.04%
NCNO nCino, Inc.	Technology	0.04%
NVCR NovoCure Limited	Healthcare	0.04%
PD PagerDuty, Inc.	Technology	0.03%
QS QuantumScape Corporation	Consumer Cyclical	0.03%
TXG 10x Genomics, Inc.	Healthcare	0.03%
GLOB Globant S.A.	Technology	0.03%
AGNT eXp World Holdings, Inc.	Real Estate	0.03%
TIGR UP Fintech Holding Limited	Financial Services	0.03%
CSTL Castle Biosciences, Inc.	Healthcare	0.03%
CLOV Clover Health Investments, Corp.	Healthcare	0.03%
VINP Vinci Partners Investments Ltd.	Financial Services	0.03%
STAA STAAR Surgical Company	Healthcare	0.02%
ESTC Elastic N.V.	Technology	0.02%
IONQ IonQ, Inc.	Technology	0.02%
FVRR Fiverr International Ltd.	Communication Services	0.02%
NEO NeoGenomics, Inc.	Healthcare	0.02%
BKSY BlackSky Technology Inc.	Technology	0.02%
GSHD Goosehead Insurance, Inc	Financial Services	0.01%
FIVN Five9, Inc.	Technology	0.01%
PHR Phreesia, Inc.	Healthcare	0.01%
ARAY Accuray Incorporated	Healthcare	0.01%
SDGR Schrodinger, Inc.	Healthcare	0.01%
SRG Seritage Growth Properties	Real Estate	0.01%
HCAT Health Catalyst, Inc.	Healthcare	0.01%
LSF Laird Superfood, Inc.	Consumer Defensive	0.01%
MNY MoneyHero Limited Class A Ordinary Shares	Communication Services	0.01%
RGTI Rigetti Computing Inc	Technology	0.01%
REET iShares Global REIT ETF	REIT	0%

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in (no name), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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Returns By Period

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Monthly Returns

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Expense Ratio

(no name) has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for (no name). This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

(no name) doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the (no name). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

The current (no name) drawdown is 31.77%.

(no name)

Asset Allocation

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Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Return for Risk

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

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Diversification Ratio

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