Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMZN Amazon.com, Inc | Consumer Cyclical | 9.26% |
AVGO Broadcom Inc. | Technology | 4.47% |
BTI British American Tobacco p.l.c. | Consumer Defensive | 9.50% |
CTA Simplify Managed Futures Strategy ETF | Systematic Trend | 16.52% |
ENB Enbridge Inc. | Energy | 8.19% |
FDRXX | 10.50% | |
GOOGL Alphabet Inc Class A | Communication Services | 2.49% |
IWL iShares Russell Top 200 ETF | Large Cap Growth Equities | 5.77% |
MSFT Microsoft Corporation | Technology | 2% |
NVDA NVIDIA Corporation | Technology | 9.24% |
O Realty Income Corporation | Real Estate | 4.60% |
SEEGX JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 1.69% |
VFIAX Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 12% |
VFLO Victoryshares Free Cash Flow ETF | Large Cap Value Equities | 2.58% |
VICI VICI Properties Inc. | Real Estate | 1.19% |
Ticker
Every 3 months
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.