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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.4% | — | — | — | — | — | — | ▼ −1.7% |
| Peer average | — | — | — | — | — | — | — | — |
| S&P 500 · VOO | ▼ −0.5% | ▼ −2.3% | ▼ −2.2% | ▲ +11.2% | ▲ +11.8% | ▲ +89.5% | ▲ +77.1% | — |
Reported holdings are shown below. A share-of-fund chart is unavailable for this portfolio.
Holdings as of 2026-11-02. Derivatives are shown using their reported instrument names.
| Holding | Instrument | Weight |
|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | Reported holding | 17.48% |
| QQQMInvesco Nasdaq 100 ETF | Reported holding | 11.40% |
| IEFiShares 7-10 Year Treasury Bond ETF | Reported holding | 9.79% |
| SHYiShares 1-3 Year Treasury Bond ETF | Reported holding | 4.87% |
| MIGVanEck Moody's Analytics Ig Corporate B | Reported holding | 4.49% |
| VXUSVanguard Total International Stock ETF | Reported holding | 4.20% |
| Other/Cash | Reported holding | 4.09% |
| TLTiShares 20+ Year Treasury Bond ETF | Reported holding | 4.09% |
| VYMIVanguard International High Dividend Yi | Reported holding | 3.58% |
| OUNZVanEck Merk Gold Shares | Reported holding | 3.55% |
| SMHVanEck Semiconductor ETF | Reported holding | 2.93% |
| VOVanguard Mid-Cap ETF | Reported holding | 2.81% |
| CLOIVanEck Clo ETF | Reported holding | 2.46% |
| FLTRVanEck Ig Floating Rate ETF | Reported holding | 2.35% |
| RAAXVanEck Inflation Allocation ETF | Reported holding | 2.27% |
| IEMGiShares Core Msci Emerging Markets ETF | Reported holding | 2.23% |
| ANGLVanEck Fallen Angel High Yield Bond ETF | Reported holding | 2.04% |
| VBVanguard Small-Cap ETF | Reported holding | 1.86% |
| HODLVanEck Bitcoin ETF | Reported holding | 1.82% |
| HYEMVanEck Emerging Markets High Yield Bond | Reported holding | 1.53% |
| EINCVanEck Energy Income ETF | Reported holding | 1.24% |
| PPAInvesco Aerospace & Defense ETF | Reported holding | 1.15% |
| VWOVanguard Ftse Emerging Markets ETF | Reported holding | 1.05% |
| CIBRFirst Trust Nasdaq Cybersecurity ETF | Reported holding | 1.01% |
| PAVEGlobal X Us Infrastructure Development | Reported holding | 1.01% |
| EWTiShares Msci Taiwan ETF | Reported holding | 0.97% |
| IXNiShares Global Tech ETF | Reported holding | 0.97% |
| QTUMDefiance Quantum ETF | Reported holding | 0.97% |
| GPZVanEck Alternative Asset Manager ETF | Reported holding | 0.89% |
| BIZDVanEck BDC Income ETF | Reported holding | 0.85% |
Official documents are being connected from SEC EDGAR. Read the issuer’s prospectus before investing.
Functions as an exchange traded fund
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
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