My Portfolio Guide

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$181m in 166 US stocks at the end of 31 March 2026. The top 10 are 76.1% of the money.

Value

$181m

Stocks

166

Top 10 share

76.1%

Turnover

n/a

What changed this quarter

This is the first quarter we have for this fund, so we can't show changes yet.

Holdings

Spdr Series TrustSPAB
Share
16.3%
Value
$29m
Shares
1,148,667
World Gold TRGLDM
Share
10.4%
Value
$19m
Shares
203,402
Spdr Series TrustSPSM
Share
9.0%
Value
$16m
Shares
336,521
Spdr Series TrustSPYM
Share
8.0%
Value
$14m
Shares
189,081
Spdr Series TrustSPMD
Share
6.5%
Value
$12m
Shares
198,060
First TR Exchange Trad FD VIFTGC
Share
6.4%
Value
$12m
Shares
401,156
Ishares TREFG
Share
6.2%
Value
$11m
Shares
100,918
Spdr Index SHS FDSSPEM
Share
4.9%
Value
$9m
Shares
189,600
First TR Exchange Traded FDSDVY
Share
4.5%
Value
$8m
Shares
208,576
AppleAAPL
Share
3.9%
Value
$7m
Shares
27,821
First TR Exchng Traded FD VIUCON
Share
3.3%
Value
$6m
Shares
238,296
Spdr Series TrustSPIB
Share
2.6%
Value
$5m
Shares
137,866
Spdr Series TrustSPTL
Share
2.0%
Value
$4m
Shares
139,530
Ishares TREPOL
Share
1.6%
Value
$3m
Shares
77,579
Vaneck Merk Gold ETFOUNZ
Share
1.5%
Value
$3m
Shares
59,075
Ishares TRUSRT
Share
1.4%
Value
$2m
Shares
42,157
First TR Exchange Traded FDRDVY
Share
1.4%
Value
$2m
Shares
36,285
Vanguard Scottsdale FDSVCIT
Share
1.2%
Value
$2m
Shares
26,544
ConocoPhillipsCOP
Share
0.6%
Value
$1m
Shares
8,094
Vanguard Intl Equity Index FVEU
Share
0.6%
Value
$1m
Shares
14,034
QualcommQCOM
Share
0.6%
Value
$1m
Shares
7,979
Invesco DB Commdy Indx TrckDBC
Share
0.4%
Value
$700,430
Shares
24,194
MicrosoftMSFT
Share
0.4%
Value
$689,245
Shares
1,849
Ford MotorF
Share
0.3%
Value
$586,736
Shares
50,844
Ishares TRCMF
Share
0.3%
Value
$563,881
Shares
9,917
PfizerPFE
Share
0.3%
Value
$558,440
Shares
19,887
Ryder SystemR
Share
0.3%
Value
$554,417
Shares
2,708
Altria GroupMO
Share
0.3%
Value
$551,804
Shares
8,362
W. P. CareyWPC
Share
0.3%
Value
$510,721
Shares
7,515
Philip Morris InternationalPM
Share
0.3%
Value
$508,221
Shares
3,074
NvidiaNVDA
Share
0.3%
Value
$478,123
Shares
2,742
UBS Group AGUBS
Share
0.3%
Value
$464,018
Shares
11,877
Southern CompanySO
Share
0.3%
Value
$454,964
Shares
4,714
Vertiv HoldingsVRT
Share
0.2%
Value
$442,786
Shares
1,767
CVS HealthCVS
Share
0.2%
Value
$354,366
Shares
4,934
AlphabetGOOGL
Share
0.2%
Value
$313,818
Shares
1,091
ChevronCVX
Share
0.2%
Value
$307,864
Shares
1,488
Bank of AmericaBAC
Share
0.1%
Value
$261,088
Shares
5,356
Amazon.comAMZN
Share
0.1%
Value
$238,886
Shares
1,147
BroadcomAVGO
Share
0.1%
Value
$230,698
Shares
745
Eli LillyLLY
Share
0.1%
Value
$203,134
Shares
221
SoFi TechnologiesSOFI
Share
0.1%
Value
$201,247
Shares
12,673
Vanguard Index FDSVTI
Share
0.1%
Value
$188,085
Shares
586
Lockheed MartinLMT
Share
<0.1%
Value
$171,337
Shares
283
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$171,176
Shares
263
OkloOKLO
Share
<0.1%
Value
$147,828
Shares
2,981
Costco WholesaleCOST
Share
<0.1%
Value
$133,231
Shares
134
Arista NetworksANET
Share
<0.1%
Value
$125,604
Shares
1,023
Palantir TechnologiesPLTR
Share
<0.1%
Value
$124,484
Shares
851
Berkshire HathawayBRK-B
Share
<0.1%
Value
$113,091
Shares
236
Archer AviationACHR
Share
<0.1%
Value
$101,182
Shares
19,571
Select Sector Spdr TRXLK
Share
<0.1%
Value
$89,941
Shares
677
TeslaTSLA
Share
<0.1%
Value
$85,131
Shares
229
AT&TT
Share
<0.1%
Value
$84,094
Shares
2,901
Vanguard Index FDSVNQ
Share
<0.1%
Value
$83,512
Shares
942
StrategyMSTR
Share
<0.1%
Value
$83,366
Shares
668
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$83,337
Shares
491
Palo Alto NetworksPANW
Share
<0.1%
Value
$78,557
Shares
490
Kratos Defense & Security SolutionsKTOS
Share
<0.1%
Value
$74,036
Shares
1,050
Proshares TRTQQQ
Share
<0.1%
Value
$71,026
Shares
1,704
Ishares TRAOR
Share
<0.1%
Value
$67,136
Shares
1,043
NetflixNFLX
Share
<0.1%
Value
$62,498
Shares
650
Meta PlatformsMETA
Share
<0.1%
Value
$60,367
Shares
106
AbbVieABBV
Share
<0.1%
Value
$57,364
Shares
264
First TR Exchange-Traded FDFTCB
Share
<0.1%
Value
$53,809
Shares
2,567
First TR Exchange Traded FDTDIV
Share
<0.1%
Value
$53,577
Shares
572
JPMorgan ChaseJPM
Share
<0.1%
Value
$50,786
Shares
173
First TR Exchng Traded FD VIFIXD
Share
<0.1%
Value
$50,537
Shares
1,159
Cisco SystemsCSCO
Share
<0.1%
Value
$49,921
Shares
643
Coca-ColaKO
Share
<0.1%
Value
$49,175
Shares
647
First TR Exchange-Traded FDFTGS
Share
<0.1%
Value
$45,075
Shares
1,324
Abbott LaboratoriesABT
Share
<0.1%
Value
$42,994
Shares
419
Ishares TRARTY
Share
<0.1%
Value
$41,039
Shares
882
AlphabetGOOG
Share
<0.1%
Value
$40,483
Shares
141
UnitedHealth GroupUNH
Share
<0.1%
Value
$38,088
Shares
141
VisaV
Share
<0.1%
Value
$37,844
Shares
125
First TR Exchange-Traded FDFMF
Share
<0.1%
Value
$37,470
Shares
740
FedExFDX
Share
<0.1%
Value
$37,094
Shares
104
First TR Exchange-Traded FDLGOV
Share
<0.1%
Value
$35,825
Shares
1,661
First TR Exchange-Traded FDFIIG
Share
<0.1%
Value
$35,609
Shares
1,716
Franklin Templeton Digital HEZBC
Share
<0.1%
Value
$34,762
Shares
887
Proshares TREETH
Share
<0.1%
Value
$34,594
Shares
1,333
CloroxCLX
Share
<0.1%
Value
$32,903
Shares
318
Enterprise Products Partners L.P.EPD
Share
<0.1%
Value
$32,168
Shares
850
First TR Exchange-Traded FDFVD
Share
<0.1%
Value
$29,734
Shares
632
StarbucksSBUX
Share
<0.1%
Value
$29,306
Shares
327
Invesco QQQ TRQQQ
Share
<0.1%
Value
$28,933
Shares
50
Johnson & JohnsonJNJ
Share
<0.1%
Value
$28,669
Shares
117
Ishares TRAOM
Share
<0.1%
Value
$28,298
Shares
597
3MMMM
Share
<0.1%
Value
$28,153
Shares
194
Home DepotHD
Share
<0.1%
Value
$27,102
Shares
82
IntelINTC
Share
<0.1%
Value
$25,189
Shares
571
First TR Exchange-Traded ALPFTA
Share
<0.1%
Value
$24,645
Shares
267
Clean Energy FuelsCLNE
Share
<0.1%
Value
$24,440
Shares
9,855
Dell TechnologiesDELL
Share
<0.1%
Value
$23,977
Shares
146
First TR Exchange-Traded FDLMBS
Share
<0.1%
Value
$23,976
Shares
481
First TR Exchange-Traded FDFSIG
Share
<0.1%
Value
$23,863
Shares
1,260
IsharesEMXC
Share
<0.1%
Value
$22,733
Shares
289
VistraVST
Share
<0.1%
Value
$22,634
Shares
151
Vanguard Star FDSVXUS
Share
<0.1%
Value
$20,511
Shares
266

Company	Share of fund	Value	Shares
Spdr Series TrustSPAB	16.3%	$29m	1,148,667
World Gold TRGLDM	10.4%	$19m	203,402
Spdr Series TrustSPSM	9.0%	$16m	336,521
Spdr Series TrustSPYM	8.0%	$14m	189,081
Spdr Series TrustSPMD	6.5%	$12m	198,060
First TR Exchange Trad FD VIFTGC	6.4%	$12m	401,156
Ishares TREFG	6.2%	$11m	100,918
Spdr Index SHS FDSSPEM	4.9%	$9m	189,600
First TR Exchange Traded FDSDVY	4.5%	$8m	208,576
AppleAAPL	3.9%	$7m	27,821
First TR Exchng Traded FD VIUCON	3.3%	$6m	238,296
Spdr Series TrustSPIB	2.6%	$5m	137,866
Spdr Series TrustSPTL	2.0%	$4m	139,530
Ishares TREPOL	1.6%	$3m	77,579
Vaneck Merk Gold ETFOUNZ	1.5%	$3m	59,075
Ishares TRUSRT	1.4%	$2m	42,157
First TR Exchange Traded FDRDVY	1.4%	$2m	36,285
Vanguard Scottsdale FDSVCIT	1.2%	$2m	26,544
ConocoPhillipsCOP	0.6%	$1m	8,094
Vanguard Intl Equity Index FVEU	0.6%	$1m	14,034
QualcommQCOM	0.6%	$1m	7,979
Invesco DB Commdy Indx TrckDBC	0.4%	$700,430	24,194
MicrosoftMSFT	0.4%	$689,245	1,849
Ford MotorF	0.3%	$586,736	50,844
Ishares TRCMF	0.3%	$563,881	9,917
PfizerPFE	0.3%	$558,440	19,887
Ryder SystemR	0.3%	$554,417	2,708
Altria GroupMO	0.3%	$551,804	8,362
W. P. CareyWPC	0.3%	$510,721	7,515
Philip Morris InternationalPM	0.3%	$508,221	3,074
NvidiaNVDA	0.3%	$478,123	2,742
UBS Group AGUBS	0.3%	$464,018	11,877
Southern CompanySO	0.3%	$454,964	4,714
Vertiv HoldingsVRT	0.2%	$442,786	1,767
CVS HealthCVS	0.2%	$354,366	4,934
AlphabetGOOGL	0.2%	$313,818	1,091
ChevronCVX	0.2%	$307,864	1,488
Bank of AmericaBAC	0.1%	$261,088	5,356
Amazon.comAMZN	0.1%	$238,886	1,147
BroadcomAVGO	0.1%	$230,698	745
Eli LillyLLY	0.1%	$203,134	221
SoFi TechnologiesSOFI	0.1%	$201,247	12,673
Vanguard Index FDSVTI	0.1%	$188,085	586
Lockheed MartinLMT	<0.1%	$171,337	283
State STR Spdr S&P 500 ETF TSPY	<0.1%	$171,176	263
OkloOKLO	<0.1%	$147,828	2,981
Costco WholesaleCOST	<0.1%	$133,231	134
Arista NetworksANET	<0.1%	$125,604	1,023
Palantir TechnologiesPLTR	<0.1%	$124,484	851
Berkshire HathawayBRK-B	<0.1%	$113,091	236
Archer AviationACHR	<0.1%	$101,182	19,571
Select Sector Spdr TRXLK	<0.1%	$89,941	677
TeslaTSLA	<0.1%	$85,131	229
AT&TT	<0.1%	$84,094	2,901
Vanguard Index FDSVNQ	<0.1%	$83,512	942
StrategyMSTR	<0.1%	$83,366	668
ExxonMobil HoldingsXOM	<0.1%	$83,337	491
Palo Alto NetworksPANW	<0.1%	$78,557	490
Kratos Defense & Security SolutionsKTOS	<0.1%	$74,036	1,050
Proshares TRTQQQ	<0.1%	$71,026	1,704
Ishares TRAOR	<0.1%	$67,136	1,043
NetflixNFLX	<0.1%	$62,498	650
Meta PlatformsMETA	<0.1%	$60,367	106
AbbVieABBV	<0.1%	$57,364	264
First TR Exchange-Traded FDFTCB	<0.1%	$53,809	2,567
First TR Exchange Traded FDTDIV	<0.1%	$53,577	572
JPMorgan ChaseJPM	<0.1%	$50,786	173
First TR Exchng Traded FD VIFIXD	<0.1%	$50,537	1,159
Cisco SystemsCSCO	<0.1%	$49,921	643
Coca-ColaKO	<0.1%	$49,175	647
First TR Exchange-Traded FDFTGS	<0.1%	$45,075	1,324
Abbott LaboratoriesABT	<0.1%	$42,994	419
Ishares TRARTY	<0.1%	$41,039	882
AlphabetGOOG	<0.1%	$40,483	141
UnitedHealth GroupUNH	<0.1%	$38,088	141
VisaV	<0.1%	$37,844	125
First TR Exchange-Traded FDFMF	<0.1%	$37,470	740
FedExFDX	<0.1%	$37,094	104
First TR Exchange-Traded FDLGOV	<0.1%	$35,825	1,661
First TR Exchange-Traded FDFIIG	<0.1%	$35,609	1,716
Franklin Templeton Digital HEZBC	<0.1%	$34,762	887
Proshares TREETH	<0.1%	$34,594	1,333
CloroxCLX	<0.1%	$32,903	318
Enterprise Products Partners L.P.EPD	<0.1%	$32,168	850
First TR Exchange-Traded FDFVD	<0.1%	$29,734	632
StarbucksSBUX	<0.1%	$29,306	327
Invesco QQQ TRQQQ	<0.1%	$28,933	50
Johnson & JohnsonJNJ	<0.1%	$28,669	117
Ishares TRAOM	<0.1%	$28,298	597
3MMMM	<0.1%	$28,153	194
Home DepotHD	<0.1%	$27,102	82
IntelINTC	<0.1%	$25,189	571
First TR Exchange-Traded ALPFTA	<0.1%	$24,645	267
Clean Energy FuelsCLNE	<0.1%	$24,440	9,855
Dell TechnologiesDELL	<0.1%	$23,977	146
First TR Exchange-Traded FDLMBS	<0.1%	$23,976	481
First TR Exchange-Traded FDFSIG	<0.1%	$23,863	1,260
IsharesEMXC	<0.1%	$22,733	289
VistraVST	<0.1%	$22,634	151
Vanguard Star FDSVXUS	<0.1%	$20,511	266

Showing the largest 100 of 166.

Over time and by industry

Value over time

Mar '26

Where the money is

Technology5.5%

Energy0.8%

Industrials0.8%

Health care0.7%

Everyday goods0.7%

Financial services0.7%

Retail & consumer0.5%

Utilities0.4%

Media & telecom0.3%

Real estate0.3%

Materials0.0%

Other89.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.