Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CIBR First Trust NASDAQ Cybersecurity ETF | Technology Equities, Cybersecurity | 6.82% |
FBTC Fidelity Wise Origin Bitcoin Trust | Cryptocurrency | 4.67% |
FDRXX | 19.04% | |
FITE SPDR S&P Kensho Future Security ETF | Technology Equities, Cybersecurity | 2.85% |
FXAIX Fidelity 500 Index Fund | S&P 500 | 2.95% |
FZROX Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 2.95% |
NUKZ Range Nuclear Renaissance ETF | Energy Equities | 2.42% |
QTUM Defiance Quantum ETF | Technology Equities | 9.61% |
SCHD Schwab U.S. Dividend Equity ETF | Dividend | 3.74% |
SCHG Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 10.15% |
SPY State Street SPDR S&P 500 ETF | S&P 500 | 0.24% |
UTES Virtus Reaves Utilities ETF | Utilities Equities, Actively Managed | 3.24% |
VIG Vanguard Dividend Appreciation ETF | Dividend | 4.37% |
VTI Vanguard Total Stock Market ETF | Large Cap Blend Equities | 22.64% |
XMMO Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities, Momentum | 4.31% |
Ticker
No rebalancing
We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: FDRXX.