RFA
Reyes Financial Architecture Inc. Portfolio
Invests via Reyes Financial Architecture Inc. | Managed by David Reyes, Julie Ann Reyes
Invests via Reyes Financial Architecture Inc.
Managed by David Reyes, Julie Ann Reyes
Automatically Tracked
Company Profile
Boutique advisory firm providing integrated wealth management, retirement planning and fiduciary services to high-net-worth families and small institutions. Reyes Financial Architecture Inc. positions itself as a hybrid planner-allocator, combining financial planning, tax-aware portfolio construction and select private-equity and fixed-income allocations. Relevant to investors seeking customized capital preservation, income solutions and tailored liability-driven investment strategies in regional markets.
Boutique advisory firm providing integrated wealth management, retirement planning and fiduciary services to high-net-worth families and small institutions. Reyes Financial Architecture Inc. positions itself as a hybrid planner-allocator, combining financial planning, tax-aware portfolio construction and select private-equity and fixed-income allocations. Relevant to investors seeking customized capital preservation, income solutions and tailored liability-driven investment strategies in regional markets.
Investment Philosophy & Strategy
Boutique advisory firm providing integrated wealth management, retirement planning and fiduciary services to high-net-worth families and small institutions. Reyes Financial Architecture Inc. positions itself as a hybrid planner-allocator, combining financial planning, tax-aware portfolio construction and select private-equity and fixed-income allocations. Relevant to investors seeking customized capital preservation, income solutions and tailored liability-driven investment strategies in regional markets.
Boutique advisory firm providing integrated wealth management, retirement planning and fiduciary services to high-net-worth families and small institutions. Reyes Financial Architecture Inc. positions itself as a hybrid planner-allocator, combining financial planning, tax-aware portfolio construction and select private-equity and fixed-income allocations. Relevant to investors seeking customized capital preservation, income solutions and tailored liability-driven investment strategies in regional markets.
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:
17.39%
Gain -0.26%
Monthly
0.8%
Yearly
10.1%
Drawdown
11.15%
$180.72M
Equity
Holdings
$180.72M
Investment
$171.99M
$21.82M
Profit -$489,140.1
Realized
$13.08M
Unrealized
$8.74M
Dividends
$5.86M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$489,140.1
Win %
74%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$489,140.1
Win %
74%
This Month
Compared to last month
Gain
2.44%
Profit
$4.31M
Win %
74%
This Year
Compared to last year
Gain
1.21%
Profit
$2.17M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$55,058.06 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$11,424.4 
ETN Eaton Corporation plc
+7.32%
+$8,493 
GOOG Alphabet Inc
+6.88%
+$12,748.35 
GOOGL Alphabet Inc
+6.73%
+$72,308.46 
NVT nVent Electric plc
+6.24%
+$677.25 
ANET Arista Networks, Inc.
+5.46%
+$7,678.59 
DOMH Dominari Holdings Inc.
+4.53%
+$69.63 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$3,094.11 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$1,105.44 
AGNT eXp World Holdings Inc.
+3.85%
+$151.35 
TT Trane Technologies plc
+3.33%
+$146.7 
META Meta Platforms Inc Class A
+3.28%
+$82,459.48 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$2,021.64 
UHS Universal Health Services, Inc.
+3.15%
+$2,466.85 
PFIX Simplify Interest Rate Hedge ETF
+3.06%
+$1,884.8 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,084.32 
MSFT Microsoft Corp.
+3.02%
+$38,585.43 
AX Axos Financial Inc.
+2.98%
+$1,848.83 
NVDA NVIDIA Corporation
+2.93%
+$23,719.37 
STRL Sterling Infrastructure, Inc.
+2.76%
+$1,892.72 
APPF Appfolio Inc.
+2.37%
+$1,238.49 
CVX Chevron Corporation
+2.35%
+$13,456.04 
BP BP p.l.c. Sponsored ADR
+2.26%
+$344 
GLW Corning Incorporated
+2.24%
+$2,157.36 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$1,013.2 
QLYS Qualys, Inc.
+2.15%
+$1,635.51 
CSCO Cisco Systems, Inc.
+2.14%
+$1,737.45 
JCI Johnson Controls International plc
+1.93%
+$1,112 
FIX Comfort Systems USA, Inc.
+1.88%
+$2,038.4 
CRM Salesforce Inc
+1.83%
+$49.65 
EAT Brinker International Inc.
+1.83%
+$1,347.84 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$1,521.89 
HCA HCA Healthcare Inc.
+1.72%
+$74.8 
KMI Kinder Morgan, Inc.
+1.64%
+$468 
LBTYA Liberty Global Plc
+1.63%
+$6.12 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$112.88 
ITT Itt Inc.
+1.54%
+$1,773.1 
VZ Verizon Communications Inc.
+1.52%
+$1,544.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,650.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$232.32 
PH Parker-Hannifin Corporation
+1.43%
+$54.96 
PWR Quanta Services Inc.
+1.43%
+$75.04 
SLB Schlumberger Limited
+1.39%
+$204 
KLAC KLA Corporation
+1.38%
+$1,842.61 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$61.5 
COP ConocoPhillips
+1.22%
+$65.25 
WFC Wells Fargo & Company
+1.19%
+$778.26 
HONA Honeywell Aerospace Inc.
+1.18%
+$244.42 
RMD ResMed Inc.
+1.16%
+$1,212.42 
ITW Illinois Tool Works Inc.
+1.15%
+$565.5 
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF
+1.11%
+$262.2 
VUG Vanguard Growth ETF
+1.1%
+$273.42 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$128.78 
FCFS FirstCash Holdings, Inc.
+1.02%
+$991.53 
XLE Energy Select Sector SPDR Fund
+1%
+$962.88 
DOCU DocuSign Inc.
+0.99%
+$944.46 
OEF iShares S&P 100 ETF
+0.95%
+$114.18 
BCAT BlackRock Capital Allocation Trust
+0.9%
+$47.18 
AMLP Alerian MLP ETF
+0.89%
+$2,635.71 
WMB The Williams Companies, Inc.
+0.89%
+$108.36 
SCHW Charles Schwab Corporation
+0.87%
+$81.9 
IBM International Business Machines Corporation
+0.86%
+$3,176.3 
GEV GE Vernova Inc.
+0.85%
+$49.86 
MCD McDonald's Corporation
+0.82%
+$3,491.42 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$74,944.7 
THC Tenet Healthcare Corporation
+0.81%
+$567.85 
AEE Ameren Corporation
+0.79%
+$43 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$202.5 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$176.61 
TSLA Tesla, Inc.
+0.76%
+$8,873.52 
MPC Marathon Petroleum Corporation
+0.76%
+$2,471.27 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$249.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$59,957.85 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,920.88 
CAT Caterpillar Inc.
+0.7%
+$4,484.96 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$2,582.72 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,684.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$633.77 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$602.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$177 
PLTR Palantir Technologies Inc.
+0.65%
+$557.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$53,923.8 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$591.36 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$922.42 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$132.34 
EXPE Expedia Group, Inc.
+0.62%
+$1,015.41 
ARTY iShares Future AI & Tech ETF
+0.6%
+$24.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$552.97 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
+0.59%
+$3,293.65 
ROCY JPMorgan Equity Premium Yield ETF
+0.59%
+$5,280.96 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$29,585.92 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$836.4 
MSTB LHA Market State Tactical Fund
+0.57%
+$3,129.39 
MO Altria Group, Inc.
+0.57%
+$68.64 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$242.55 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
+0.57%
+$4,877.85 
QBTS D-Wave Quantum Inc.
+0.56%
+$200 
THIR Thor Index Rotation ETF
+0.54%
+$40,446.54 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$46,764.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,857.9 
EXC Exelon Corporation
+0.53%
+$300 
SNTH Mrp Synthequity ETF
+0.51%
+$2,717.7 
DT Dynatrace, Inc.
+0.5%
+$602.59 
IDCC InterDigital, Inc.
+0.49%
+$279 
WTS Watts Water Technologies Inc.
+0.48%
+$464.26 
HEQT Simplify Hedged Equity ETF
+0.48%
+$459.52 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$12.2 
NSC Norfolk Southern Corporation
+0.46%
+$916.06 
IWD iShares Russell 1000 Value ETF
+0.44%
+$134.31 
EBAY eBay Inc.
+0.43%
+$1,344.57 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$303.52 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$86,393.25 
RTX RTX Corporation
+0.39%
+$1,813.56 
VLO Valero Energy Corporation
+0.38%
+$502.18 
AVGO Broadcom Inc.
+0.37%
+$5,623.2 
PG Procter & Gamble Co
+0.37%
+$162.18 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11.16 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$116.58 
BAC Bank of America Corporation
+0.36%
+$32.34 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$853.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$387.48 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$422.18 
RF Regions Financial Corporation
+0.32%
+$23 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$74.25 
FSS Federal Signal Corp.
+0.32%
+$210.4 
KARO Karooooo Ltd.
+0.32%
+$51.05 
MRK Merck & Co., Inc.
+0.32%
+$1,385.42 
SMH VanEck Semiconductor ETF
+0.3%
+$231.46 
THMR THOR AdaptiveRisk Dynamic ETF
+0.28%
+$22,926.89 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$65.6 
JPM JPMorgan Chase & Co.
+0.27%
+$2,605.68 
CME CME Group Inc.
+0.21%
+$988.4 
SO The Southern Company
+0.21%
+$59 
JNJ Johnson & Johnson
+0.21%
+$214.65 
CMI Cummins Inc.
+0.19%
+$261.09 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$65.2 
CB Chubb Limited
+0.15%
+$212 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.15%
+$515.16 
DTE DTE Energy Company
+0.12%
+$9.01 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1.53 
C Citigroup Inc.
+0.1%
+$16.25 
WM Waste Management, Inc.
+0.1%
+$22 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$20.16 
WMT Walmart Inc.
+0.09%
+$413.51 
SOXX iShares Semiconductor ETF
+0.07%
+$166.68 
EPI WisdomTree India Earnings Fund
+0.07%
+$0.84 
EWBC East West Bancorp Inc.
+0.07%
+$75.69 
COLB Columbia Banking System, Inc.
+0.06%
+$53.36 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$3,252.8 
AEP American Electric Power Company, Inc.
+0.06%
+$32.41 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$1.41 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,303.86 
TAP Molson Coors Beverage Company
+0.02%
+$2.9 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,174.1 
ILMN Illumina, Inc.
+0.01%
+$1.13 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CLDI Calidi Biotherapeutics Inc.
-13.08%
-$0.09 
COIN Coinbase Global, Inc.
-10.59%
-$10,045.61 
THM International Tower Hill Mines Ltd.
-8.38%
-$411.2 
AAPL Apple Inc.
-7.35%
-$186,965 
KRYS Krystal Biotech Inc.
-7.01%
-$2,573 
MU Micron Technology, Inc.
-5.9%
-$16,573.21 
EXEL Exelixis Inc.
-5.25%
-$4,774.56 
GTBP GT Biopharma, Inc.
-4.54%
-$8.75 
DRAM Roundhill Memory ETF
-3.76%
-$1,841.95 
AEM Agnico Eagle Mines Limited
-3.63%
-$6,910.28 
GDX VanEck Gold Miners ETF
-3.49%
-$142.04 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$2,071.3 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$191.5 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$2,213.08 
LUMN Lumen Technologies Inc.
-2.74%
-$6.12 
QCOM QUALCOMM Incorporated
-2.63%
-$6,854.84 
EWY iShares MSCI South Korea ETF
-2.55%
-$275.37 
ABBV AbbVie Inc.
-2.51%
-$1,384.58 
RGLD Royal Gold Inc.
-2.31%
-$28.14 
BA Boeing Company
-2.15%
-$238 
ARAI Arrive AI Inc.
-2.08%
-$42.5 
URBN Urban Outfitters Inc.
-2.06%
-$1,274.52 
KHC The Kraft Heinz Company
-2.01%
-$12.72 
NFLX Netflix, Inc.
-2%
-$505.16 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$2,837.32 
FG F&G Annuities & Life Inc.
-1.92%
-$2.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,085.95 
CRUS Cirrus Logic, Inc.
-1.9%
-$1,505.99 
IBB iShares Biotechnology ETF
-1.87%
-$187,742.28 
GIS General Mills, Inc.
-1.84%
-$536 
URNM Sprott Uranium Miners ETF
-1.78%
-$262.24 
UNH UnitedHealth Group Incorporated
-1.68%
-$417.13 
ADM Archer-Daniels-Midland Co
-1.66%
-$2,732.26 
DRI Darden Restaurants, Inc.
-1.64%
-$1,976.37 
LRCX Lam Research Corporation
-1.58%
-$4,873.91 
NET Cloudflare Inc.
-1.56%
-$418.95 
BAR GraniteShares Gold Trust
-1.51%
-$2,684.61 
GLD SPDR Gold Shares
-1.49%
-$31,241.52 
IAUM iShares Gold Trust Micro
-1.46%
-$297 
IAU iShares Gold Trust
-1.46%
-$2,973.03 
RL Ralph Lauren Corporation
-1.44%
-$1,693.28 
NI NiSource Inc.
-1.42%
-$57.6 
TXRH Texas Roadhouse Inc.
-1.33%
-$1,437.26 
DAL Delta Air Lines, Inc.
-1.3%
-$5.75 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,438.1 
STM STMicroelectronics N.V.
-1.26%
-$67 
CLX The Clorox Company
-1.24%
-$60 
MDLZ Mondelez International, Inc.
-1.22%
-$55.44 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$913.96 
TJX The TJX Companies, Inc.
-1.21%
-$6,330.21 
NEE NextEra Energy, Inc.
-1.15%
-$128.27 
MDV Modiv Industrial Inc.
-1.14%
-$83 
DE Deere & Company
-1.13%
-$102 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$694.26 
IGLD FT Vest Gold Strategy Target Fund
-1.09%
-$487.6 
YGLD Simplify Gold Strategy PLUS Income ETF
-1.08%
-$79.79 
AN AutoNation Inc.
-1.05%
-$708.75 
CTAS Cintas Corporation
-1.04%
-$34.56 
INTC Intel Corporation
-1.02%
-$780.27 
KO The Coca-Cola Company
-1.02%
-$3,859.2 
SWK Stanley Black & Decker Inc.
-1.01%
-$113.49 
FOXA Fox Corporation
-1%
-$969.96 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$417.6 
MET MetLife Inc.
-0.97%
-$82.72 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$36.8 
FIVE Five Below, Inc.
-0.93%
-$854.76 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$316.68 
FNF Fidelity National Financial, Inc.
-0.9%
-$41.36 
SR Spire Inc.
-0.83%
-$67 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$251.6 
UNM Unum Group
-0.76%
-$31.02 
ULTA Ulta Beauty Inc.
-0.76%
-$635.69 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$92.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$171.6 
MAR Marriott International Inc. - Class A
-0.71%
-$15.9 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$159.96 
GRWG GrowGeneration Corp.
-0.69%
-$0.18 
DUK Duke Energy Corporation
-0.67%
-$1,795.08 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$568.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$156.98 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$37.52 
AMGN Amgen Inc.
-0.64%
-$2,864.41 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,053.82 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$357.84 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,678.55 
PM Philip Morris International Inc.
-0.61%
-$243.08 
DHR Danaher Corporation
-0.61%
-$476 
PSQ ProShares Short QQQ
-0.59%
-$1,529.92 
SCHF Schwab International Equity ETF
-0.58%
-$69.28 
WEC WEC Energy Group Inc.
-0.57%
-$38.43 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$13.5 
LLY Eli Lilly and Company
-0.53%
-$1,630.58 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$74.82 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$504.24 
WELL Welltower Inc.
-0.51%
-$92.82 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$369.3 
ALL Allstate Corporation
-0.49%
-$400.4 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$15.5 
IWM iShares Russell 2000 ETF
-0.47%
-$287.73 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$3,660.8 
PEP PepsiCo, Inc.
-0.46%
-$320 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$64 
HD The Home Depot, Inc.
-0.42%
-$1,597.13 
MBB iShares MBS ETF
-0.4%
-$7.4 
ETR Entergy Corporation
-0.38%
-$47.56 
AXP American Express Company
-0.38%
-$1,526.53 
FDX FedEx Corporation
-0.37%
-$790.05 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,167.68 
ABNB Airbnb, Inc.
-0.37%
-$514.64 
TMUS T-Mobile US, Inc.
-0.36%
-$9.45 
OSK Oshkosh Corporation
-0.36%
-$167.79 
ADSK Autodesk, Inc.
-0.33%
-$502.04 
CL Colgate-Palmolive Company
-0.33%
-$90 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$19.8 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$10.92 
CEG Constellation Energy Corporation
-0.31%
-$148.23 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$1,973.4 
HOMB Home BancShares Inc.
-0.29%
-$208.53 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$689.88 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$57.35 
VTV Vanguard Value ETF
-0.27%
-$46.02 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$10.2 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$68.21 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$736 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$6.93 
HUBB Hubbell Inc.
-0.24%
-$176.7 
COST Costco Wholesale Corporation
-0.24%
-$82.08 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1.65 
VB Vanguard Small-Cap ETF
-0.22%
-$250.79 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$3.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$99.56 
IXN iShares Global Tech ETF
-0.21%
-$31.64 
MEDP Medpace Holdings Inc.
-0.21%
-$203.49 
PODD Insulet Corporation
-0.2%
-$133.64 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$87.12 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$90.95 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$16.95 
NTRS Northern Trust Corporation
-0.17%
-$250.87 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$15,523.21 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$12.7 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$574.29 
TPR Tapestry Inc.
-0.14%
-$392.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$172.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$18.12 
WTFC Wintrust Financial Corporation
-0.07%
-$77.55 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$193.08 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$32.04 
VO Vanguard Mid-Cap ETF
-0.05%
-$73.28 
HOOD Robinhood Markets, Inc.
-0.05%
-$16.24 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$877.5 
V Visa Inc. Class A
-0.04%
-$195.29 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$32.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1.97 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$134.94 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$14.31 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$1.25 
UBER Uber Technologies, Inc.
-0.01%
-$1.74 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$0.32 Events
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Dividends
Dividend Analysis
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| Trades 1550 | Longs Won 1024/1550 66% | Profit Factor 3.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $122,712.4 |
| Average Win $30,654.5 | Best Trade (Mar 31) $2.92M | Sharpe Ratio -9.36 |
| Average Loss -$18,200.83 | Worst Trade (Aug 02) -$585,228.61 | Z-Score 9.04 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $14,075.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,625 | $1.85M | $2.36M | - | $510,216.1 | 27.65% | -7.354% |
| ABBV AbbVie Inc. | 214 | $38,942.04 | $53,701.16 | - | $14,759.12 | 37.9% | -2.513% |
| ABNB Airbnb, Inc. | 919 | $131,509 | $139,246.88 | - | $7,737.88 | 5.88% | -0.368% |
| ADM Archer-Daniels-Midland Co | 2,039 | $155,780 | $161,631.53 | - | $5,851.53 | 3.76% | -1.662% |
| ADSK Autodesk, Inc. | 652 | $156,089 | $152,698.4 | - | -$3,390.6 | -2.17% | -0.328% |
| AEE Ameren Corporation | 50 | $4,993 | $5,480.5 | - | $487.5 | 9.76% | +0.791% |
| AEM Agnico Eagle Mines Limited | 1,261 | $145,026.9 | $183,185.47 | - | $38,158.57 | 26.31% | -3.635% |
| AEP American Electric Power Company, Inc. | 463 | $43,929.44 | $59,194.55 | - | $15,265.11 | 34.75% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,944 | $291,423.12 | $286,657.28 | - | -$4,765.84 | -1.64% | -0.256% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 1,025 | $45,151.2 | $43,665 | - | -$1,486.2 | -3.29% | -0.199% |
| AGNT eXp World Holdings Inc. | 1,009 | $11,614 | $4,086.45 | - | -$7,527.55 | -64.81% | +3.846% |
| ALL Allstate Corporation | 308 | $59,379 | $81,336.64 | - | $21,957.64 | 36.98% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,308 | $169,744.57 | $622,804.19 | - | $453,059.62 | 266.91% | -1.904% |
| AMGN Amgen Inc. | 1,155 | $325,732.45 | $444,859.8 | - | $119,127.35 | 36.57% | -0.64% |
| AMLP Alerian MLP ETF | 5,379 | $283,150.64 | $297,566.28 | - | $14,415.64 | 5.09% | +0.894% |
| AMZN Amazon.com Inc | 1,526 | $334,843.11 | $414,431.06 | - | $79,587.95 | 23.77% | +15.321% |
| AN AutoNation Inc. | 315 | $68,912.19 | $66,906 | - | -$2,006.19 | -2.91% | -1.048% |
| ANET Arista Networks, Inc. | 823 | $74,484.33 | $148,428.06 | - | $73,943.73 | 99.27% | +5.456% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 81,320 | $5.64M | $5.57M | - | -$64,244.59 | -1.14% | +0.058% |
| APP AppLovin Corporation Class A Common Stock | 356 | $193,772.24 | $140,940.4 | - | -$52,831.84 | -27.26% | -1.973% |
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FAQ
Which stocks have generated the highest profits for Reyes Financial Architecture Inc.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $4.62M, iShares Silver Trust - $2.86M, WisdomTree Floating Rate Treasury Fund - $1.42M, SPDR S&P 500 ETF Trust - $1.27M, and VanEck Semiconductor ETF - $788,697.91. 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: ARK Innovation ETF Fund - $485,968.72, Tesla, Inc - $413,184.99, Energy Select Sector SPDR Fund - $392,077.78, ProShares Short S&P500 - $373,013.78, and iShares Core S&P 500 ETF - $358,307.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Reyes Financial Architecture Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.86M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.43M, Mrp Synthequity ETF - $1.01M, SPDR Bloomberg 1-3 Month T-Bill ETF - $401,271.21, SPDR S&P 500 ETF Trust - $159,858.68, and NEOS S&P 500 High Income ETF - $151,301.81. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Reyes Financial Architecture Inc.'s monthly returns?
Reyes Financial Architecture Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Reyes Financial Architecture Inc.'s strategy be considered aggressive or moderate?
Reyes Financial Architecture Inc.'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 Reyes Financial Architecture Inc.'s strategy?
Reyes Financial Architecture Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
