+7
New
-4
Exited
23
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | 464287200 | Apr 2024 | 1,879 | -644 | $1.0M | -17.6% | 20.25% | EC |
| 2 | SPDR Gold Shares | 78463V107 | Apr 2025 | 1,704 | New | $518K | — | 10.00% | EC |
| 3 | Vanguard FTSE Europe ETF | 922042874 | Apr 2024 | 6,482 | +2,166 | $473K | +66.9% | 9.13% | EC |
| 4 | iShares 20+ Year Treasury Bond ETF | 464287432 | Apr 2024 | 3,535 | +3,013 | $316K | +586.8% | 6.11% | EC |
| 5 | Franklin FTSE United Kingdom ETF | 35473P678 | Apr 2025 | 10,614 | New | $309K | — | 5.98% | EC |
| 6 | Communication Services Select Sector SPDR Fund | 81369Y852 | Apr 2024 | 3,124 | -421 | $298K | +8.0% | 5.76% | EC |
| 7 | iShares MSCI Emerging Markets ETF | 464287234 | Apr 2024 | 6,040 | +1,552 | $264K | +43.7% | 5.11% | EC |
| 8 | iShares MSCI Japan ETF | 46434G822 | Apr 2024 | 3,644 | -2 | $260K | +6.1% | 5.03% | EC |
| 9 | iShares 7-10 Year Treasury Bond ETF | 464287440 | Apr 2024 | 2,078 | +497 | $200K | +38.1% | 3.86% | EC |
| 10 | Technology Select Sector SPDR Fund | 81369Y803 | Apr 2025 | 946 | New | $199K | — | 3.84% | EC |
| 11 | Vanguard Short-Term Treasury ETF | 92206C102 | Apr 2025 | 3,111 | New | $183K | — | 3.54% | EC |
| 12 | iShares iBoxx $ High Yield Corporate Bond ETF | 464288513 | Apr 2024 | 2,163 | +761 | $170K | +59.0% | 3.28% | EC |
| 13 | Goldman Sachs Physical Gold ETF | 38150K103 | Apr 2025 | 5,188 | New | $169K | — | 3.26% | EC |
| 14 | iShares MSCI EAFE ETF | 464287465 | Apr 2024 | 1,845 | -1,016 | $156K | -29.3% | 3.02% | EC |
| 15 | Energy Select Sector SPDR Fund | 81369Y506 | Apr 2024 | 1,773 | -198 | $143K | -22.6% | 2.76% | EC |
| 16 | iShares Broad USD Investment Grade Corporate Bond ETF | 464288620 | Apr 2025 | 2,662 | New | $135K | — | 2.61% | EC |
| 17 | iShares MBS ETF | 464288588 | Apr 2024 | 1,263 | +671 | $118K | +123.5% | 2.29% | EC |
| 18 | iShares TIPS Bond ETF | 464287176 | Apr 2025 | 927 | New | $102K | — | 1.98% | EC |
| 19 | iShares J.P. Morgan USD Emerging Markets Bond ETF | 464288281 | Apr 2024 | 1,090 | +824 | $98K | +323.0% | 1.89% | EC |
| ✕ | Financial Select Sector SPDR Fund | 81369Y605 | — | 7,148 | Exited | $0.3M | — | — | — |
| ✕ | iShares Gold Strategy ETF | 46431W614 | — | 3,565 | Exited | $0.2M | — | — | — |
| ✕ | iShares Expanded Tech-Software Sector ETF | 464287515 | — | 1,178 | Exited | $0.1M | — | — | — |
| ✕ | Invesco Senior Loan ETF | 46138G508 | — | 2,744 | Exited | $0.1M | — | — | — |