Michael Byun Portfolio
Invests via SageView Advisory Group LLC | Managed by Karen F. Prange
Invests via SageView Advisory Group LLC
Managed by Karen F. Prange
Automatically Tracked
Michael Byun Profile
Michael Byun has established himself as a prominent figure in the technology sector, leveraging his extensive expertise to drive innovation and growth. With a strong background in entrepreneurial ventures, he excels at navigating complex business landscapes. His experience encompasses both startup development and corporate leadership, making him adept at fostering partnerships that enhance competitive advantage. Byun’s commitment to excellence is evident through his successful track record of launching transformative solutions within rapidly evolving markets, positioning himself as a valuable asset for future investments and collaborations.
Michael Byun has established himself as a prominent figure in the technology sector, leveraging his extensive expertise to drive innovation and growth. With a strong background in entrepreneurial ventures, he excels at navigating complex business landscapes. His experience encompasses both startup development and corporate leadership, making him adept at fostering partnerships that enhance competitive advantage. Byun’s commitment to excellence is evident through his successful track record of launching transformative solutions within rapidly evolving markets, positioning himself as a valuable asset for future investments and collaborations.
Investment Philosophy & Strategy
Innovation within the technology sector often demands agile thinking and strategic foresight. Michael Byun demonstrates a unique ability to identify and cultivate disruptive opportunities that drive substantial value creation. His entrepreneurial mindset, coupled with extensive operational knowledge, empowers him to pioneer initiatives that resonate with market trends. An emphasis on collaboration enhances his approach as he seeks synergistic partnerships aimed at scaling cutting-edge solutions effectively. This perspective not only optimizes resource allocation but also positions projects for sustainable growth in competitive environments.
Innovation within the technology sector often demands agile thinking and strategic foresight. Michael Byun demonstrates a unique ability to identify and cultivate disruptive opportunities that drive substantial value creation. His entrepreneurial mindset, coupled with extensive operational knowledge, empowers him to pioneer initiatives that resonate with market trends. An emphasis on collaboration enhances his approach as he seeks synergistic partnerships aimed at scaling cutting-edge solutions effectively. This perspective not only optimizes resource allocation but also positions projects for sustainable growth in competitive environments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
46.9%
Gain -0.07%
Monthly
1.06%
Yearly
13.47%
Drawdown
14.93%
$3.07B
Equity
Holdings
$3.07B
Investment
$2.58B
$887.33M
Profit -$1.96M
Realized
$398.84M
Unrealized
$488.5M
Dividends
$182.2M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$1.96M
Win %
68%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$31.47M
Win %
68%
This Month
Compared to last month
Gain
-0.71%
Profit
-$21.99M
Win %
68%
This Year
Compared to last year
Gain
0.49%
Profit
$14.94M
Win %
59%
GMEW
GMEWS
+28.24%
+$51,008.52 
CDL VictoryShares US Large Cap High Dividend ETF
+14.37%
+$50,615.56 KAUG
KAUG
+13.85%
+$720,792.91 
GENC Gencor Industries Inc.
+10.57%
+$47,425.41 
MPC Marathon Petroleum Corporation
+7.42%
+$159,662.09 
PSX Phillips 66
+5.69%
+$19,377.09 
ISRG Intuitive Surgical, Inc.
+3.85%
+$44,700.76 
NEM Newmont Corporation
+3.79%
+$21,926.44 ZNOV
ZNOV
+2.94%
+$7,033.89 
FTNT Fortinet Inc.
+2.86%
+$15,688.81 
MDT Medtronic plc
+2.58%
+$16,794 
DHR Danaher Corporation
+2.25%
+$17,388.96 
WMB The Williams Companies, Inc.
+2.06%
+$16,548.85 
ILMN Illumina, Inc.
+2.04%
+$4,638.12 
SYK Stryker Corporation
+2%
+$15,234.66 
MRK Merck & Co., Inc.
+1.82%
+$59,085 
ANET Arista Networks, Inc.
+1.51%
+$23,994.15 
FCX Freeport-McMoRan Inc.
+1.28%
+$9,458.03 
MCK McKesson Corporation
+1.18%
+$12,317.11 
NOC Northrop Grumman Corporation
+1.1%
+$14,841.07 
STT State Street Corp
+1.08%
+$7,128.04 
GLD SPDR Gold Shares
+1.02%
+$11,379.72 
AMP Ameriprise Financial, Inc.
+1%
+$5,444.57 
GIS General Mills, Inc.
+1%
+$3,000.33 
PAYX Paychex Inc.
+0.95%
+$11,201.63 
GOOGL Alphabet Inc
+0.91%
+$174,595.38 
ABT Abbott Laboratories
+0.75%
+$17,112.87 
WMT Walmart Inc.
+0.72%
+$33,551.01 
TSLA Tesla, Inc.
+0.7%
+$35,836.46 
WEX Wex Inc.
+0.66%
+$1,932.33 
RTX RTX Corporation
+0.49%
+$10,389.89 
CAH Cardinal Health Inc.
+0.33%
+$4,024.07 
UTZ Utz Brands, Inc.
+0.21%
+$1,377.75 
BMY Bristol-Myers Squibb Company
+0.18%
+$1,107.84 
SMOT VanEck Morningstar SMID Moat ETF
+0.17%
+$459.27 
GROY Gold Royalty Corp
+0.17%
+$126 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.13%
+$637.84 
CRH CRH plc
+0.12%
+$313.08 
ABCB Ameris Bancorp
+0.11%
+$657.1 
NFG National Fuel Gas Company
+0.11%
+$291.87 
NOK Nokia Corporation Sponsored ADR
+0.11%
+$118.26 
SNDK SanDisk Corporation
+0.1%
+$584.38 
ITT Itt Inc.
+0.09%
+$222.1 
DVYE iShares Emerging Markets Dividend ETF
+0.09%
+$314.82 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+0.08%
+$210.15 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.07%
+$790.24 
HRI Herc Holdings Inc.
+0.07%
+$288.87 
AKRE Akre Focus ETF
+0.07%
+$326.72 
LITE Lumentum Holdings Inc.
+0.07%
+$254.89 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.06%
+$188.58 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$459.1 
FESM Fidelity Enhanced Small Cap ETF
+0.06%
+$165 
MSGS Madison Square Garden Sports Corp.
+0.06%
+$320.63 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.05%
+$386.1 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$96.23 
USFD US Foods Holding Corp
+0.05%
+$195.45 
GATX GATX Corporation
+0.04%
+$103.57 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$12,095.97 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$1,948.9 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$661.85 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.04%
+$130.54 
BCPC Balchem Corporation
+0.04%
+$244.05 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$98.62 
XLF Financial Select Sector SPDR Fund
+0.04%
+$94.72 
EPP iShares MSCI Pacific ex Japan ETF
+0.03%
+$484.86 
CEG Constellation Energy Corporation
+0.03%
+$298.71 
FBND Fidelity Total Bond ETF
+0.03%
+$168.39 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$2,094.84 
SUSA iShares MSCI USA ESG Select ETF
+0.03%
+$1,261.45 
AMAT Applied Materials, Inc.
+0.03%
+$598.17 
CINF Cincinnati Financial Corporation
+0.03%
+$240.25 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.03%
+$107.04 
UNM Unum Group
+0.03%
+$98.72 
CR Crane NXT Co.
+0.03%
+$62.52 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.03%
+$352.72 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$1,758.27 
AXP American Express Company
+0.03%
+$403.92 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$174.3 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$71.14 
AMD Advanced Micro Devices, Inc.
+0.03%
+$1,175.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$4,828.22 
XMHQ Invesco S&P MidCap Quality ETF
+0.03%
+$91.92 
ADSK Autodesk, Inc.
+0.02%
+$1,837.92 
NSC Norfolk Southern Corporation
+0.02%
+$451.42 
INTF iShares International Equity Factor ETF
+0.02%
+$83.94 
AVEM Avantis Emerging Markets Equity ETF
+0.02%
+$139.18 
MAR Marriott International Inc. - Class A
+0.02%
+$77.99 
T AT&T Inc.
+0.02%
+$300.69 
WELL Welltower Inc.
+0.02%
+$47.65 
EQT EQT Corporation
+0.02%
+$44.36 
ETR Entergy Corporation
+0.02%
+$44.96 
PGR Progressive Corporation
+0.02%
+$227.08 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$60.44 
LCII LCI Industries Inc.
+0.02%
+$48.02 
CMF iShares California Muni Bond ETF
+0.02%
+$61.42 
IGM iShares Expanded Tech Sector ETF
+0.02%
+$82.14 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$210.98 
AEP American Electric Power Company, Inc.
+0.02%
+$87.76 
HUBB Hubbell Inc.
+0.02%
+$45.85 
HEI.A Heico Corporation
+0.01%
+$68.46 
EWU iShares MSCI United Kingdom ETF
+0.01%
+$228.13 
DRI Darden Restaurants, Inc.
+0.01%
+$54.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$548.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$1,258.8 
SYF Synchrony Financial
+0.01%
+$34.79 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.01%
+$202.81 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$124.94 
DUK Duke Energy Corporation
+0.01%
+$83.43 
DUHP Dimensional US High Profitability ETF
+0.01%
+$236.79 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$46.14 
IWD iShares Russell 1000 Value ETF
+0.01%
+$42.09 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$58.8 
VXF Vanguard Extended Market ETF
+0.01%
+$19,155.21 
EXC Exelon Corporation
+0.01%
+$60.84 
SO The Southern Company
+0.01%
+$48.14 
TKO Tko Group Holdings Inc.
+0.01%
+$22.6 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$774.82 
BIIB Biogen Inc.
+0.01%
+$25.27 
ELV Elevance Health, Inc.
+0.01%
+$32.3 
MSA Msa Safety Inc.
+0.01%
+$40.32 
AVUV Avantis U.S. Small Cap Value ETF
+0.01%
+$890.06 
VNQ Vanguard Real Estate ETF
+0.01%
+$103.7 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
+0.01%
+$1,021.7 
PFG Principal Financial Group, Inc.
+0.01%
+$19.82 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$26.09 
TIP iShares TIPS Bond ETF
+0.01%
+$33.44 
NXPI NXP Semiconductors N.V.
+0.01%
+$27.87 
PRU Prudential Financial, Inc.
+0.01%
+$22.4 
STLD Steel Dynamics Inc.
+0.01%
+$21.03 
TTWO Take-Two Interactive Software, Inc.
+0.01%
+$35.74 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$55.96 
IVV iShares Core S&P 500 ETF
+0.01%
+$5,613.84 
ADP Automatic Data Processing Inc.
+0.01%
+$25.61 
AMGN Amgen Inc.
+0.01%
+$137.4 
APD Air Products and Chemicals, Inc.
+0.01%
+$104.43 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$51.25 
FAF First American Financial Corporation
+0.01%
+$15.64 
TRV The Travelers Companies, Inc.
+0.01%
+$23.69 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$409.44 
VTV Vanguard Value ETF
+0.01%
+$243.78 
KO The Coca-Cola Company
+0.01%
+$134.79 
NVS Novartis AG Sponsored ADR
+0.01%
+$18.94 
QCOM QUALCOMM Incorporated
+0.01%
+$36.43 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$621.67 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$217.76 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$1,058.91 
CAT Caterpillar Inc.
+0.01%
+$87.8 
HUM Humana Inc.
+0.01%
+$27.38 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$17,665.03 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$76.32 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$121.33 
MUB iShares National Muni Bond ETF
+0.01%
+$1,254.02 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$90.71 
SJM The J.M. Smucker Company
0%
+$29.51 
TWLO Twilio Inc.
0%
+$11.07 
VMC Vulcan Materials Company
0%
+$7.37 
IVE ISHARES S&P 500 VALUE ETF
0%
+$44.03 
EG Everest Group, Ltd.
0%
+$31.81 
UOCT Innovator U.S. Equity Ultra Fund
0%
+$6.66 
MCD McDonald's Corporation
0%
+$77.09 
SNPS Synopsys, Inc.
0%
+$28.12 
BLK BlackRock, Inc.
0%
+$14.23 
BDEC Innovator U.S. Equity Buffer ETF
0%
+$2.22 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
+$3.33 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
0%
+$185.74 
VTHR Vanguard Russell 3000 ETF
0%
+$49.71 
IMAR Innovator International Developed Power Buffer ETF - March
0%
+$51.94 
BUFF Innovator Laddered Allocation Fund
0%
$0 
CB Chubb Limited
0%
$0 
CENT Central Garden & Pet Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
COP ConocoPhillips
0%
$0 
CWBC Community West Bancshares
0%
$0 
DTE DTE Energy Company
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GLDG Goldmining Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HFWA Heritage Financial Corporation
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HWKN Hawkins Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
JBSS John B. Sanfilippo & Son, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
LCUT Lifetime Brands Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OMCL Omnicell Inc.
0%
$0 
ONB Old National Bancorp
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
SRE Sempra
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
SYY Sysco Corporation
0%
$0 
TAYD Taylor Devices Inc.
0%
$0 
TSAT Telesat Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VMD Viemed Healthcare Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BKAG BNY Mellon Core Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CGIE Capital Group International Equity ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
-$0.46 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DEHP Dimensional Emerging Markets High Profitability ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
EGUS iShares ESG Aware MSCI USA ETF
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EJAN Innovator Emerging Markets Power Buffer ETF
0%
+$11.33 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
EMXF iShares ESG Aware MSCI EM ETF
0%
+$2 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IOCT Innovator International Developed Power Buffer ETF – October
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IWL iShares Russell Top 200 ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
0%
$0 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NJUL Innovator Growth 100 Power Buffer ETF
0%
$0 
ONEY SPDR Russell 1000 Yield Focus ETF
0%
+$0.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NUMV Nuveen ESG Mid-Cap Value ETF
0%
$0 
NUHY Nuveen ESG High Yield Corporate Bond ETF
0%
$0 
NUMG Nuveen ESG Mid-Cap Growth ETF
0%
$0 
PAUG Innovator U.S. Equity Power Buffer ETF - August
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TAXF American Century Diversified Municipal Bond ETF
0%
$0 
UAPR Innovator U.S. Equity Ultra ETF
0%
$0 
UJAN Innovator U.S. Equity Ultra Fund
0%
$0 
UJUN Innovator U.S. Equity Ultra Fund
0%
$0 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
0%
$0 
UFEB Innovator U.S. Equity Ultra ETF
0%
$0 
UDEC Innovator U.S. Equity Ultra Fund
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
UNOV Innovator U.S. Equity Ultra Fund
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCEB Vanguard ESG U.S. Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VONE Vanguard Russell 1000 ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XJR iShares ESG Screened S&P Small-Cap ETF
0%
+$3.51 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XJH iShares ESG Screened S&P Mid-Cap ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
TBRG TruBridge, Inc.
0%
$0 
VCRB Vanguard Core Bond ETF
0%
$0 
MARM Ftv Estus Max Buff ETF March
0%
$0 
ULS Ul Solutions Inc.
0%
$0 
LIF Life360, Inc.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
ZJAN Innovator Defined Wealth Shield ETF
0%
$0 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
0%
-$1.06 
CSRE Cohen & Steers Real Estate Active ETF
0%
$0 
MUNY Vanguard New York Tax-Exempt Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NTSK Netskope, Inc.
0%
$0 
BKFI BNY Mellon Active Core Bond ETF
0%
$0 
BMOP BNY Mellon Municipal Opportunities ETF
0%
$0 
BKMI BNY Mellon Municipal Intermediate ETF
0%
+$25.9 
BKMS BNY Mellon Municipal Short Duration ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
UFOX Defiance Connective Technologies ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 BPRE
BPRE
-13.27%
-$87,121 
CNHI CNH Industrial N.V.
-6.96%
-$10,941.89 
GLW Corning Incorporated
-4.78%
-$107,854.42 
BE Bloom Energy Corporation
-3.97%
-$9,389.38 
NVDA NVIDIA Corporation
-2.86%
-$931,464.19 
KLAC KLA Corporation
-2.71%
-$23,515.23 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
-2.23%
-$5,037.31 
PM Philip Morris International Inc.
-1.88%
-$88,307.77 
MDLZ Mondelez International, Inc.
-1.73%
-$10,496.52 
AAPL Apple Inc.
-1.62%
-$896,163.06 
LRCX Lam Research Corporation
-1.59%
-$23,086.85 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$7,459.26 
ORLY O'Reilly Automotive Inc.
-1.39%
-$4,748.9 
FLEX Flex Ltd.
-1.36%
-$2,229.15 
ORI Old Republic International Corp.
-1.3%
-$11,575.18 
FIX Comfort Systems USA, Inc.
-1.16%
-$5,696.2 
SPG Simon Property Group, Inc.
-1.06%
-$3,764.2 
XPO XPO Inc.
-1.04%
-$6,642.3 
TFC Truist Financial Corporation
-0.94%
-$5,335.12 
PEP PepsiCo, Inc.
-0.93%
-$18,719.25 
SBUX Starbucks Corporation
-0.88%
-$11,315.31 
PB Prosperity Bancshares Inc.
-0.82%
-$1,756.8 
BKNG Booking Holdings Inc.
-0.72%
-$3,181.64 
BA Boeing Company
-0.69%
-$4,663.43 
DVLT Datavault AI Inc.
-0.68%
-$319.48 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$6,883.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$5,438.98 
FLS Flowserve Corporation
-0.57%
-$2,835.9 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$4,808 
EFA iShares MSCI EAFE ETF
-0.5%
-$8,553.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$28,571.82 
IBM International Business Machines Corporation
-0.41%
-$8,622.33 
DFEV Dimensional Emerging Markets Value ETF
-0.36%
-$1,007.85 
D Dominion Energy, Inc.
-0.36%
-$7,302 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$2,882.72 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.32%
-$1,846.18 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.32%
-$1,305.26 
AUB Atlantic Union Bankshares Corporation
-0.31%
-$1,044.16 
MSIF MSC Income Fund Inc.
-0.28%
-$555.98 
NPK National Presto Industries Inc.
-0.21%
-$1,034.47 
TNC Tennant Company
-0.19%
-$333.2 
LYG Lloyds Banking Group Plc ADR
-0.16%
-$121.44 
INVX Innovex International Inc.
-0.14%
-$400.01 
NPO EnPro Industries Inc.
-0.14%
-$408.03 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.12%
-$688.24 
WMK Weis Markets Inc.
-0.09%
-$198.59 
ASTE Astec Industries Inc.
-0.09%
-$380.16 
ARDT Ardent Health Partners Inc.
-0.09%
-$4,804.47 
MMSI Merit Medical Systems, Inc.
-0.08%
-$458.09 
ADNT Adient plc
-0.08%
-$884.77 
CW Curtiss-Wright Corporation
-0.07%
-$151.5 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$652.2 
UNF UniFirst Corp.
-0.07%
-$270.95 
XOM Exxon Mobil Corporation
-0.06%
-$3,824.11 
ABBV AbbVie Inc.
-0.06%
-$2,443.54 
BKIE BNY Mellon International Equity ETF
-0.06%
-$164.4 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$438.88 
AVGO Broadcom Inc.
-0.06%
-$6,334.26 
ORCL Oracle Corporation
-0.05%
-$1,322.71 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$186.09 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$63,388.66 
LLY Eli Lilly and Company
-0.05%
-$6,959.65 
COLM Columbia Sportswear Company
-0.05%
-$130.29 
GME Gamestop Corp.
-0.05%
-$150.4 
LHX L3Harris Technologies, Inc.
-0.05%
-$766.15 
COF Capital One Financial Corporation
-0.05%
-$859.54 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$644.12 
LYV Live Nation Entertainment, Inc.
-0.05%
-$133.1 
HCA HCA Healthcare Inc.
-0.05%
-$181.19 
META Meta Platforms Inc Class A
-0.05%
-$4,376.95 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$120.12 
QSR Restaurant Brands International Inc.
-0.05%
-$283.05 
VIK Viking Holdings Ltd
-0.05%
-$110.45 
CCI Crown Castle Inc.
-0.05%
-$189.25 
OMF OneMain Holdings Inc.
-0.05%
-$138.21 
VB Vanguard Small-Cap ETF
-0.05%
-$2,694.17 
MLI Mueller Industries Inc.
-0.04%
-$170.58 
PLD Prologis Inc.
-0.04%
-$308.59 
CECO CECO Environmental Corp.
-0.04%
-$275.01 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$168.69 
GS The Goldman Sachs Group, Inc.
-0.04%
-$763.23 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.04%
-$295.16 
RWO SPDR Dow Jones Global Real Estate ETF
-0.04%
-$185.1 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$117.24 
MO Altria Group, Inc.
-0.04%
-$455.82 
PFE Pfizer Inc.
-0.04%
-$516.87 ZJUL
ZJUL
-0.04%
-$85.03 
CMI Cummins Inc.
-0.04%
-$580.24 
MA Mastercard Incorporated
-0.04%
-$961.45 
TTD The Trade Desk, Inc. Class A
-0.04%
-$230.43 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.04%
-$89.07 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$232.44 
AIZ Assurant Inc.
-0.04%
-$101.08 
CTAS Cintas Corporation
-0.03%
-$610.15 
ITW Illinois Tool Works Inc.
-0.03%
-$188.9 
TJX The TJX Companies, Inc.
-0.03%
-$930.33 
TXT Textron Inc.
-0.03%
-$143.4 
UMI USCF Midstream Energy Income Fund
-0.03%
-$124 
BG Bunge Global S.A.
-0.03%
-$74.52 
TEL TE Connectivity plc
-0.03%
-$298.8 
ADI Analog Devices, Inc.
-0.03%
-$605.23 
FBNC First Bancorp, Inc.
-0.03%
-$117.4 
IWB iShares Russell 1000 ETF
-0.03%
-$74.75 
FFIV F5 Inc.
-0.03%
-$91.46 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$2,292.51 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.03%
-$161.3 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$759.19 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$892.71 
CFG Citizens Financial Group, Inc.
-0.03%
-$192.32 
ES Eversource Energy
-0.03%
-$76.26 
FDX FedEx Corporation
-0.03%
-$98.1 
MS Morgan Stanley
-0.03%
-$329.76 
V Visa Inc. Class A
-0.03%
-$1,477.95 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$514.85 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$512.42 
NFLX Netflix, Inc.
-0.03%
-$457.48 
AVDV Avantis International Small Cap Value ETF
-0.03%
-$1,681.96 
XEL Xcel Energy Inc.
-0.03%
-$117.02 
AON Aon plc
-0.03%
-$213.3 
RHP Ryman Hospitality Properties, Inc.
-0.03%
-$79.95 
EDV Vanguard Extended Duration Treasury ETF
-0.03%
-$158.04 
DOV Dover Corporation
-0.02%
-$49.55 
BKLN Invesco Senior Loan ETF
-0.02%
-$164.32 
EWC iShares MSCI Canada ETF
-0.02%
-$353.37 
ACN Accenture plc Class A
-0.02%
-$128.27 
ADBE Adobe Inc.
-0.02%
-$79.92 
GILD Gilead Sciences Inc.
-0.02%
-$257.81 
GOOG Alphabet Inc
-0.02%
-$1,061.55 
RSG Republic Services, Inc.
-0.02%
-$236.75 
USB U.S. Bancorp
-0.02%
-$158.73 
AVUS Avantis U.S. Equity ETF
-0.02%
-$920.43 
ALL Allstate Corporation
-0.02%
-$101.04 
DAL Delta Air Lines, Inc.
-0.02%
-$164.04 
EOG EOG Resources, Inc.
-0.02%
-$275.61 
INTU Intuit Inc.
-0.02%
-$64.62 
NUE Nucor Corporation
-0.02%
-$76.97 
PANW Palo Alto Networks, Inc.
-0.02%
-$643.44 
PWR Quanta Services Inc.
-0.02%
-$539.44 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$416.52 
VRT Vertiv Holdings Co
-0.02%
-$104.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$2,699.49 
RECS Columbia Research Enhanced Core ETF
-0.02%
-$49.11 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$202.46 
CDNS Cadence Design Systems, Inc.
-0.02%
-$44.09 
CVS CVS Health Corporation
-0.02%
-$191.82 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.02%
-$61.28 
VZ Verizon Communications Inc.
-0.02%
-$346.26 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$157.32 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.02%
-$936.18 
EWJ iShares MSCI Japan ETF
-0.02%
-$540.84 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$48.19 
CSX CSX Corporation
-0.02%
-$137.66 
LIN Linde plc
-0.02%
-$310.53 
MSFT Microsoft Corp.
-0.02%
-$6,029.79 
ROST Ross Stores, Inc.
-0.02%
-$65.31 
SLB Schlumberger Limited
-0.02%
-$67.28 
STX Seagate Technology Holdings plc
-0.02%
-$390.31 
UNP Union Pacific Corporation
-0.02%
-$212.62 
IWM iShares Russell 2000 ETF
-0.02%
-$561.24 
GEV GE Vernova Inc.
-0.02%
-$614.03 
CSW CSW Industrials Inc.
-0.02%
-$1,733.27 
EMR Emerson Electric Co.
-0.02%
-$129.05 
FAST Fastenal Co.
-0.02%
-$390.1 
UPS United Parcel Service, Inc.
-0.02%
-$160.2 
WEC WEC Energy Group Inc.
-0.02%
-$57.28 
DFAR Dimensional US Real Estate ETF
-0.02%
-$384.27 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$588.59 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
-0.02%
-$114.61 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$177.12 
PRF Invesco FTSE RAFI US 1000 ETF
-0.02%
-$66.89 
REET iShares Global REIT ETF
-0.02%
-$16,209.83 
PG Procter & Gamble Co
-0.02%
-$2,300.93 
TMUS T-Mobile US, Inc.
-0.02%
-$340.62 
VLO Valero Energy Corporation
-0.02%
-$161.02 
WFC Wells Fargo & Company
-0.02%
-$118.98 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$621.93 
BAC Bank of America Corporation
-0.02%
-$643.09 
EQIX Equinix, Inc.
-0.02%
-$72.1 
NOW ServiceNow, Inc.
-0.02%
-$142.02 
ROK Rockwell Automation, Inc.
-0.02%
-$34.93 
WDC Western Digital Corporation
-0.02%
-$121.35 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$210.94 
AMZN Amazon.com Inc
-0.01%
-$2,641.66 
BX Blackstone Inc.
-0.01%
-$78.76 
EIX Edison International
-0.01%
-$64.61 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,755.25 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$48.36 
DIS The Walt Disney Company
-0.01%
-$229.43 
JPM JPMorgan Chase & Co.
-0.01%
-$1,899.57 
MRVL Marvell Technology, Inc.
-0.01%
-$93.84 
WPC W. P. Carey Inc.
-0.01%
-$35.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$175.79 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$61.66 
AIG American International Group Inc.
-0.01%
-$66.9 
LOW Lowe's Companies Inc.
-0.01%
-$206.82 
UBER Uber Technologies, Inc.
-0.01%
-$51.88 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$158.15 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$182.06 
AMT American Tower Corporation
-0.01%
-$44.74 
GGG Graco Inc.
-0.01%
-$39.26 
IAU iShares Gold Trust
-0.01%
-$66.35 
SRLN SPDR Blackstone Senior Loan ETF
-0.01%
-$69.89 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$305.07 
C Citigroup Inc.
-0.01%
-$199.14 
CL Colgate-Palmolive Company
-0.01%
-$31.86 
CME CME Group Inc.
-0.01%
-$64.53 
FE FirstEnergy Corp.
-0.01%
-$33.34 
AVDE Avantis International Equity ETF
-0.01%
-$264.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$169.25 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$25.2 
VUG Vanguard Growth ETF
-0.01%
-$514.07 
CRM Salesforce Inc
-0.01%
-$140.57 
DE Deere & Company
-0.01%
-$161.16 
VOYA Voya Financial Inc.
-0.01%
-$51.45 
FTSL First Trust Senior Loan ETF
-0.01%
-$260.94 
DELL Dell Technologies Inc.
-0.01%
-$19.19 
ED Consolidated Edison, Inc.
-0.01%
-$25.51 
FITB Fifth Third Bancorp
-0.01%
-$39.91 
SCHW Charles Schwab Corporation
-0.01%
-$212.63 
CSCO Cisco Systems, Inc.
-0.01%
-$962.33 
GE General Electric Company
-0.01%
-$317.72 
HD The Home Depot, Inc.
-0.01%
-$561.78 
IRM Iron Mountain Inc.
-0.01%
-$30.16 
PCAR PACCAR Inc.
-0.01%
-$22.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$26.8 
APO Apollo Global Management, Inc.
-0.01%
-$19.42 
BOKF BOK Financial Corporation
-0.01%
-$17.89 
JCI Johnson Controls International plc
-0.01%
-$50.98 
SHOP Shopify Inc.
-0.01%
-$36.02 
TGT Target Corporation
-0.01%
-$29.9 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$16.28 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.01%
-$16.36 
APH Amphenol Corporation
-0.01%
-$19.4 
GM General Motors Company
-0.01%
-$29.93 
HLT Hilton Worldwide Holdings Inc.
-0.01%
-$21.12 
RCL Royal Caribbean Group
-0.01%
-$22.63 
TT Trane Technologies plc
-0.01%
-$177.93 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$369.06 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$67.79 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$213.07 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$12.93 
PLTR Palantir Technologies Inc.
-0.01%
-$59.09 
CVX Chevron Corporation
-0.01%
-$177.13 
LMT Lockheed Martin Corporation
-0.01%
-$65.44 
MMM 3M Company
-0.01%
-$54.79 
SPGI S&P Global Inc.
-0.01%
-$24.55 
UNH UnitedHealth Group Incorporated
-0.01%
-$184.38 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$105.98 
JNJ Johnson & Johnson
0%
-$197.23 
WM Waste Management, Inc.
0%
-$14.01 
COST Costco Wholesale Corporation
0%
-$144.71 
WTS Watts Water Technologies Inc.
0%
-$5.97 
ETN Eaton Corporation plc
0%
-$41.85 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
0%
-$5.99 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
-$16.42 
QQQ Invesco QQQ Trust, Series 1
0%
-$95.68 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
-$115.39 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
0%
-$193.06 
AXON Axon Enterprise, Inc.
0%
-$2.11 
MU Micron Technology, Inc.
0%
-$43.66 
PH Parker-Hannifin Corporation
0%
-$7.86 
EOCT Innovator Emerging Markets Power Buffer ETF - October
0%
-$24.03 
IAPR Innovator International Developed Power Buffer ETF
0%
-$2.92 
IJAN Innovator International Developed Power Buffer ETF - January
0%
-$4.01 
ISEP Innovator International Developed Power Buffer ETF – September
0%
-$46.38 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
-$37.09 
UAUG Innovator U.S. Equity Ultra Fund
0%
-$2.7 
AJAN Innovator Equity Defined Protection Fund 2YJ26
0%
-$4.12 
KDEC INN US Small Cap Beta ETF
0%
-$64.27 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 9453 | Longs Won 5803/9453 61% | Profit Factor 8.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $174,721.61 | Best Trade (Sep 03) $54.14M | Sharpe Ratio -43.78 |
| Average Loss -$34,518.08 | Worst Trade (Sep 29) -$16.28M | Z-Score 1.15 (75.15%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $93,867.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 176,758 | $33.99M | $54.49M | - | $20.5M | 60.31% | -1.618% |
| ABBV AbbVie Inc. | 16,291 | $3.67M | $4.01M | - | $337,407.97 | 9.2% | -0.061% |
| ABCB Ameris Bancorp | 6,571 | $308,413.27 | $577,130.93 | - | $268,717.66 | 87.13% | +0.114% |
| ABT Abbott Laboratories | 21,127 | $2.62M | $2.29M | - | -$321,860.45 | -12.3% | +0.751% |
| ACN Accenture plc Class A | 3,206 | $939,383.58 | $563,230.05 | - | -$376,153.53 | -40.04% | -0.023% |
| ACWI iShares MSCI ACWI ETF | 1,354 | $212,583 | $218,589.76 | - | $6,006.76 | 2.83% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,110 | $524,091.62 | $705,205.1 | - | $181,113.48 | 34.56% | 0.0 |
| ADBE Adobe Inc. | 1,332 | $658,007.22 | $353,179.79 | - | -$304,827.43 | -46.33% | -0.023% |
| ADI Analog Devices, Inc. | 5,044 | $1.01M | $1.97M | - | $953,158.46 | 94.09% | -0.031% |
| ADNT Adient plc | 58,985 | $1.7M | $1.14M | - | -$557,247.04 | -32.74% | -0.077% |
| ADP Automatic Data Processing Inc. | 1,281 | $323,403.95 | $347,586.54 | - | $24,182.59 | 7.48% | +0.007% |
| ADSK Autodesk, Inc. | 30,633 | $5.75M | $7.63M | - | $1.88M | 32.69% | +0.024% |
| AEP American Electric Power Company, Inc. | 4,388 | $404,069.98 | $551,791 | - | $147,721.02 | 36.56% | +0.016% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3.53M | $355M | $344.84M | - | -$10.16M | -2.86% | +0.005% |
| AIG American International Group Inc. | 6,690 | $524,318.43 | $526,971.3 | - | $2,652.87 | 0.51% | -0.013% |
| AIZ Assurant Inc. | 1,011 | $219,101.8 | $292,633.96 | - | $73,532.16 | 33.56% | -0.035% |
| AJAN Innovator Equity Defined Protection Fund 2YJ26 | 20,576 | $536,822 | $588,181.42 | - | $51,359.42 | 9.57% | -0.001% |
| AKRE Akre Focus ETF | 8,168 | $535,086.03 | $481,340.24 | - | -$53,745.79 | -10.04% | +0.068% |
| ALL Allstate Corporation | 1,684 | $329,653.44 | $449,526.96 | - | $119,873.52 | 36.36% | -0.022% |
| AMAT Applied Materials, Inc. | 3,739 | $635,024.22 | $2.02M | - | $1.38M | 217.54% | +0.03% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Michael Byun?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Russell 1000 Growth Fund - $68.95M, Vanguard Russell 1000 Value Index Fund - $44.87M, iShares Core U.S. Aggregate Bond ETF - $33.52M, Vanguard Extended Market ETF - $25.52M, and Schwab International Equity ETF - $24.59M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares MSCI EAFE Growth ETF - $13.75M, Veeva Systems Inc - $8.15M, Boeing Company - $2.52M, Viasat Inc - $1.77M, and Ardent Health Partners Inc - $1.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Byun's portfolio generate?
The portfolio generates substantial dividend income, with a total of $182.2M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $33.22M, Schwab International Equity ETF - $11.6M, Vanguard Russell 1000 Value Index Fund - $11.07M, Schwab Emerging Markets Equity ETF - $8.22M, and iShares International Aggregate Bond Fund - $6.69M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Byun's monthly returns?
Michael Byun's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Byun's strategy be considered aggressive or moderate?
Michael Byun's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Byun's strategy?
Michael Byun's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
