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:
16.9%
Gain -0.62%
Monthly
0.73%
Yearly
9.11%
Drawdown
11.15%
$179.86M
Equity
Holdings
$179.86M
Investment
$171.99M
$20.96M
Profit -$1.05M
Realized
$13.08M
Unrealized
$7.87M
Dividends
$6.27M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.05M
Win %
70%
This Week
Compared To Last Week
Gain
-1%
Profit
-$1.82M
Win %
70%
This Month
Compared to last month
Gain
0.09%
Profit
$159,814.78
Win %
70%
This Year
Compared to last year
Gain
0.73%
Profit
$1.31M
Win %
66%
HONA Honeywell Aerospace Inc.
+3.77%
+$620.95 
NI NiSource Inc.
+2.92%
+$108.45 
KMI Kinder Morgan, Inc.
+2.83%
+$837 
BP BP p.l.c. Sponsored ADR
+2.76%
+$459.24 
SLB Schlumberger Limited
+2.6%
+$376.5 
FDXF FedEx Freight Holding Company Inc.
+2.57%
+$965.6 
COP ConocoPhillips
+2.5%
+$159.75 
RTX RTX Corporation
+2.31%
+$9,326.88 
PODD Insulet Corporation
+2.24%
+$1,258.46 
PEP PepsiCo, Inc.
+2.1%
+$1,350 
PM Philip Morris International Inc.
+2.07%
+$853.87 
AEP American Electric Power Company, Inc.
+1.96%
+$1,129.72 
PEG Public Service Enterprise Group Incorporated
+1.94%
+$1,085.28 
CVX Chevron Corporation
+1.89%
+$12,339.64 
SO The Southern Company
+1.83%
+$482.32 
TJX The TJX Companies, Inc.
+1.83%
+$8,737.05 
AEE Ameren Corporation
+1.83%
+$95 
WEC WEC Energy Group Inc.
+1.83%
+$118.34 
EXC Exelon Corporation
+1.79%
+$950 
XLE Energy Select Sector SPDR Fund
+1.76%
+$1,909.44 
MDLZ Mondelez International, Inc.
+1.73%
+$78.48 
DUK Duke Energy Corporation
+1.62%
+$4,124.41 
PSQ ProShares Short QQQ
+1.62%
+$3,920.42 
AN AutoNation Inc.
+1.56%
+$784.35 
C Citigroup Inc.
+1.52%
+$233.75 
JPM JPMorgan Chase & Co.
+1.46%
+$13,555.08 
TAP Molson Coors Beverage Company
+1.4%
+$158.05 
KO The Coca-Cola Company
+1.39%
+$5,488.64 
RGLD Royal Gold Inc.
+1.39%
+$19.38 
WFC Wells Fargo & Company
+1.37%
+$866 
ALL Allstate Corporation
+1.32%
+$976.36 
MET MetLife Inc.
+1.32%
+$116.16 
URBN Urban Outfitters Inc.
+1.31%
+$938.49 
COST Costco Wholesale Corporation
+1.28%
+$451.98 
MO Altria Group, Inc.
+1.27%
+$165.44 
NEE NextEra Energy, Inc.
+1.22%
+$122.56 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$260.58 
MAR Marriott International Inc. - Class A
+1.2%
+$27.87 
TMUS T-Mobile US, Inc.
+1.2%
+$28.35 
MRK Merck & Co., Inc.
+1.13%
+$5,541.56 
HOMB Home BancShares Inc.
+1.11%
+$741.44 
WMB The Williams Companies, Inc.
+1.08%
+$128.14 
DTE DTE Energy Company
+1.06%
+$72.08 
CMI Cummins Inc.
+1.06%
+$1,206.96 
ETR Entergy Corporation
+1.06%
+$127.6 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.01%
+$1,291.6 
HD The Home Depot, Inc.
+0.99%
+$3,504.46 
VZ Verizon Communications Inc.
+0.98%
+$960.04 
SR Spire Inc.
+0.97%
+$78 
PG Procter & Gamble Co
+0.96%
+$463.59 
CRUS Cirrus Logic, Inc.
+0.95%
+$618 
FOXA Fox Corporation
+0.91%
+$953.52 
LLY Eli Lilly and Company
+0.9%
+$2,984.52 
LECO Lincoln Electric Holdings, Inc.
+0.89%
+$645.89 
FNF Fidelity National Financial, Inc.
+0.86%
+$29.92 
AX Axos Financial Inc.
+0.82%
+$451.17 
FG F&G Annuities & Life Inc.
+0.82%
+$0.8 
CL Colgate-Palmolive Company
+0.79%
+$219 
TT Trane Technologies plc
+0.77%
+$35.3 
AAPL Apple Inc.
+0.74%
+$19,367.5 
AMLP Alerian MLP ETF
+0.74%
+$2,070.91 
ITW Illinois Tool Works Inc.
+0.72%
+$341.91 
ABBV AbbVie Inc.
+0.72%
+$434.42 
KHC The Kraft Heinz Company
+0.71%
+$3.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.7%
+$58.76 
TPR Tapestry Inc.
+0.65%
+$1,457.04 
PH Parker-Hannifin Corporation
+0.64%
+$24.66 
WTS Watts Water Technologies Inc.
+0.61%
+$603.26 
EXPE Expedia Group, Inc.
+0.61%
+$992.97 
WMT Walmart Inc.
+0.6%
+$2,935.85 
CB Chubb Limited
+0.59%
+$836 
JNJ Johnson & Johnson
+0.59%
+$607.5 
V Visa Inc. Class A
+0.59%
+$3,271.28 
GEV GE Vernova Inc.
+0.58%
+$32.16 
AVDV Avantis International Small Cap Value ETF
+0.58%
+$19.22 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$18.15 
BAC Bank of America Corporation
+0.57%
+$43.37 
VLO Valero Energy Corporation
+0.54%
+$1,017.02 
CLX The Clorox Company
+0.53%
+$23 
DRI Darden Restaurants, Inc.
+0.53%
+$658.79 
EWU iShares MSCI United Kingdom ETF
+0.5%
+$12 
AXP American Express Company
+0.47%
+$1,790.98 
DXJ WisdomTree Japan Hedged Equity Fund
+0.47%
+$60.48 
CFR Cullen/Frost Bankers Inc.
+0.45%
+$373.8 
EFV iShares MSCI EAFE Value ETF
+0.44%
+$60.9 
XLF Financial Select Sector SPDR Fund
+0.42%
+$69.46 
ADM Archer-Daniels-Midland Co
+0.37%
+$632.09 
SWK Stanley Black & Decker Inc.
+0.36%
+$38.61 
EWBC East West Bancorp Inc.
+0.34%
+$357.43 
CME CME Group Inc.
+0.34%
+$1,682 
RF Regions Financial Corporation
+0.33%
+$20.7 
WTM White Mountains Insurance Group Ltd.
+0.32%
+$137 
MPC Marathon Petroleum Corporation
+0.31%
+$1,519.97 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.31%
+$13.39 
VTV Vanguard Value ETF
+0.3%
+$53.04 
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF
+0.3%
+$78.66 
FEOE First Eagle Overseas Equity ETF
+0.29%
+$97.44 
AMGN Amgen Inc.
+0.28%
+$1,420.65 
DISV Dimensional International Small Cap Equity Fund
+0.28%
+$275.04 
DFAI Dimensional International Core Equity Market ETF
+0.28%
+$448.85 
WTFC Wintrust Financial Corporation
+0.27%
+$267.91 
MCD McDonald's Corporation
+0.25%
+$976 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.25%
+$57.2 
IEFA iShares Core MSCI EAFE ETF
+0.24%
+$130.64 
DFGR Dimensional Global Real Estate ETF
+0.22%
+$147.72 
NTRS Northern Trust Corporation
+0.21%
+$274.4 
UNM Unum Group
+0.21%
+$8.93 
WM Waste Management, Inc.
+0.2%
+$45 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.19%
+$1,214.46 
BA Boeing Company
+0.18%
+$17.5 
FCX Freeport-McMoRan Inc.
+0.18%
+$376.26 
CLOZ Panagram BBB-B CLO ETF
+0.12%
+$7.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$26.72 
SCHF Schwab International Equity ETF
+0.11%
+$12.99 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.11%
+$6.15 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$341.12 
DFSV Dimensional US Small Cap Value ETF
+0.1%
+$93.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$138.2 
BOOT Boot Barn Holdings, Inc.
+0.1%
+$46.2 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$8,269.76 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.09%
+$315.87 
GDX VanEck Gold Miners ETF
+0.08%
+$3.71 
RWL Invesco S&P 500 Revenue ETF
+0.07%
+$2 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.06%
+$45.35 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$44.44 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$21.46 
XAR SPDR S&P Aerospace & Defense ETF
+0.03%
+$5.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$2,869.24 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,174.1 
CTAS Cintas Corporation
+0.02%
+$0.55 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$0.16 
THM International Tower Hill Mines Ltd.
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.44%
-$32,541.62 
IOT Samsara Inc. Class A Common Stock
-6.95%
-$2,225.92 
QLYS Qualys, Inc.
-6.72%
-$6,969.78 
NET Cloudflare Inc.
-6.69%
-$2,009.25 
PLTR Palantir Technologies Inc.
-6.48%
-$9,054.03 
GTBP GT Biopharma, Inc.
-6.25%
-$11.5 
QBTS D-Wave Quantum Inc.
-6.13%
-$1,570 
DT Dynatrace, Inc.
-5.03%
-$8,778.5 
LUMN Lumen Technologies Inc.
-4.62%
-$7.65 
DOCU DocuSign Inc.
-4.27%
-$5,789.19 
ARM Arm Holdings plc American Depositary Receipt
-4%
-$1,330.76 
INTC Intel Corporation
-3.92%
-$3,137.86 
DRAM Roundhill Memory ETF
-3.78%
-$1,743.78 
STRL Sterling Infrastructure, Inc.
-3.77%
-$1,982.4 
MU Micron Technology, Inc.
-3.71%
-$11,074.5 
AMD Advanced Micro Devices, Inc.
-3.52%
-$25,898.37 
BAI iShares A.I. Innovation and Tech Active ETF
-3.5%
-$772.81 
ARAI Arrive AI Inc.
-3.5%
-$40.8 
ANET Arista Networks, Inc.
-3.49%
-$5,324.81 
KRYS Krystal Biotech Inc.
-3.48%
-$1,150 
APPF Appfolio Inc.
-3.4%
-$2,206.71 
ARTY iShares Future AI & Tech ETF
-3.38%
-$150.37 
HOOD Robinhood Markets, Inc.
-3.25%
-$1,372.28 
GLW Corning Incorporated
-3.19%
-$3,147.03 
AVGO Broadcom Inc.
-3.12%
-$41,900.61 
APP AppLovin Corporation Class A Common Stock
-3.07%
-$3,050.92 
COIN Coinbase Global, Inc.
-3.06%
-$3,265.4 
LRCX Lam Research Corporation
-2.92%
-$8,394.5 
CRM Salesforce Inc
-2.77%
-$102.45 
NFLX Netflix, Inc.
-2.67%
-$671.24 
META Meta Platforms Inc Class A
-2.56%
-$88,009.54 
BLOK Amplify Transformational Data Sharing ETF
-2.48%
-$1,765.32 
KARO Karooooo Ltd.
-2.4%
-$373.5 
IBB iShares Biotechnology ETF
-2.37%
-$259,665.35 
KLAC KLA Corporation
-2.35%
-$3,034.01 
IDCC InterDigital, Inc.
-2.33%
-$1,422.9 
TXRH Texas Roadhouse Inc.
-2.32%
-$2,052.49 
ILMN Illumina, Inc.
-2.3%
-$696.64 
THC Tenet Healthcare Corporation
-2.29%
-$1,742.33 
ADSK Autodesk, Inc.
-2.21%
-$3,533.84 
MEDP Medpace Holdings Inc.
-2.19%
-$2,352.96 
SOXX iShares Semiconductor ETF
-2.15%
-$5,134.68 
ULTA Ulta Beauty Inc.
-2.03%
-$2,017.94 
SCHW Charles Schwab Corporation
-1.98%
-$167.85 
MSFT Microsoft Corp.
-1.97%
-$30,114.79 
DOMH Dominari Holdings Inc.
-1.96%
-$25.32 
XLK State Street Technology Select Sector SPDR ETF
-1.96%
-$972.02 
EWY iShares MSCI South Korea ETF
-1.93%
-$202.34 
MTUM iShares MSCI USA Momentum Factor ETF
-1.9%
-$459.2 
IWP iShares Russell Mid-Cap Growth ETF
-1.89%
-$117 
IXN iShares Global Tech ETF
-1.88%
-$300.58 
GOOGL Alphabet Inc
-1.76%
-$19,742.43 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$129 
CSCO Cisco Systems, Inc.
-1.71%
-$1,344.2 
GOOG Alphabet Inc
-1.64%
-$3,146.85 
SMH VanEck Semiconductor ETF
-1.62%
-$1,287.94 
QQQ Invesco QQQ Trust, Series 1
-1.61%
-$142,825.2 
FSS Federal Signal Corp.
-1.55%
-$923.13 
CWB SPDR Bloomberg Convertible Securities ETF
-1.54%
-$3,554.99 
ETN Eaton Corporation plc
-1.53%
-$1,854 
EBAY eBay Inc.
-1.53%
-$5,158.72 
TSLA Tesla, Inc.
-1.53%
-$20,849.2 
NVT nVent Electric plc
-1.52%
-$166.5 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
-1.5%
-$12,981.37 
DE Deere & Company
-1.49%
-$145.27 
QQQI Neos NASDAQ-100 High Income ETF
-1.44%
-$1,321.67 
DAL Delta Air Lines, Inc.
-1.39%
-$5.43 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.36%
-$71,653.4 
HCA HCA Healthcare Inc.
-1.36%
-$70.18 
PWR Quanta Services Inc.
-1.32%
-$67.68 
FIX Comfort Systems USA, Inc.
-1.28%
-$1,217.92 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.28%
-$67.17 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.26%
-$558.6 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.24%
-$160.29 
MPWR Monolithic Power Systems, Inc.
-1.23%
-$1,602.63 
MAGS Roundhill Magnificent Seven Fund
-1.23%
-$886.95 
VUG Vanguard Growth ETF
-1.21%
-$320.46 
UNH UnitedHealth Group Incorporated
-1.21%
-$289.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$4,093.95 
AVEM Avantis Emerging Markets Equity ETF
-1.19%
-$18.27 
IWM iShares Russell 2000 ETF
-1.18%
-$672.75 
BCAT BlackRock Capital Allocation Trust
-1.18%
-$52.23 
RL Ralph Lauren Corporation
-1.17%
-$1,395.36 
EEM iShares MSCI Emerging Markets ETF
-1.17%
-$301.73 
VTWO Vanguard Russell 2000 ETF
-1.16%
-$165.12 
RMD ResMed Inc.
-1.13%
-$1,372.74 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$46 
IEMG iShares Core MSCI Emerging Markets ETF
-1.12%
-$389.37 
XLC Communication Services Select Sector SPDR Fund
-1.1%
-$84.32 
QCOM QUALCOMM Incorporated
-1.09%
-$3,350.08 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.09%
-$796.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$186.34 
LBTYA Liberty Global Plc
-1.06%
-$3.06 
UBER Uber Technologies, Inc.
-1.03%
-$127.89 
AMZN Amazon.com Inc
-1.02%
-$3,959.95 
STM STMicroelectronics N.V.
-1.01%
-$47 
ITT Itt Inc.
-1%
-$1,201.9 
EXEL Exelixis Inc.
-0.97%
-$990.64 
VB Vanguard Small-Cap ETF
-0.95%
-$1,037.4 
MDV Modiv Industrial Inc.
-0.88%
-$66.4 
CEG Constellation Energy Corporation
-0.84%
-$421.81 
THIR Thor Index Rotation ETF
-0.79%
-$59,928.29 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$151.7 
URNM Sprott Uranium Miners ETF
-0.71%
-$92.38 
SNTH Mrp Synthequity ETF
-0.71%
-$3,806.59 
FDX FedEx Corporation
-0.68%
-$1,387.75 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$2,628.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$656.64 
OEF iShares S&P 100 ETF
-0.68%
-$86.13 
GRWG GrowGeneration Corp.
-0.67%
-$0.18 
IBM International Business Machines Corporation
-0.67%
-$2,602.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.63%
-$612 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$8,448.69 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.63%
-$948.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$162 
PFIX Simplify Interest Rate Hedge ETF
-0.59%
-$425.48 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$659.2 
SPHQ Invesco S&P 500 Quality ETF
-0.58%
-$4,484.48 
IVV iShares Core S&P 500 ETF
-0.57%
-$4,062.57 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$49,178.42 
VOO Vanguard S&P 500 ETF
-0.56%
-$2,410 
IJH iShares Core S&P Mid-Cap ETF
-0.55%
-$862 
YGLD Simplify Gold Strategy PLUS Income ETF
-0.49%
-$35.19 
THMR THOR AdaptiveRisk Dynamic ETF
-0.48%
-$40,777.11 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$637.55 
OSK Oshkosh Corporation
-0.43%
-$182.59 
QUAL iShares MSCI USA Quality Factor ETF
-0.41%
-$153.22 
ROCY JPMorgan Equity Premium Yield ETF
-0.39%
-$3,604.26 
DHR Danaher Corporation
-0.39%
-$360 
VO Vanguard Mid-Cap ETF
-0.37%
-$549.6 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.35%
-$84.15 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$309.12 
EAT Brinker International Inc.
-0.33%
-$235.17 
UHS Universal Health Services, Inc.
-0.32%
-$287.4 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$69.44 
BAR GraniteShares Gold Trust
-0.3%
-$550.12 
HEQT Simplify Hedged Equity ETF
-0.29%
-$287.2 
JCI Johnson Controls International plc
-0.28%
-$168 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.28%
-$19.7 
FCFS FirstCash Holdings, Inc.
-0.28%
-$287.4 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.28%
-$15,450.8 
GLD SPDR Gold Shares
-0.28%
-$5,892.48 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$227.26 
IAU iShares Gold Trust
-0.27%
-$552.51 
BNDX Vanguard Total International Bond ETF
-0.27%
-$1.87 
BUFR FT Vestladder Buffer ETF-USD I
-0.27%
-$57,595.5 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$9.24 
EPI WisdomTree India Earnings Fund
-0.25%
-$2.94 
IAUM iShares Gold Trust Micro
-0.25%
-$51.98 
MBB iShares MBS ETF
-0.25%
-$4.5 
MSTB LHA Market State Tactical Fund
-0.25%
-$1,398.64 
FIVE Five Below, Inc.
-0.24%
-$226.26 
RSP Invesco S&P 500 Equal Weight ETF
-0.23%
-$20,557.46 
AGNT eXp World Holdings Inc.
-0.23%
-$8.98 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.22%
-$92.25 
NSC Norfolk Southern Corporation
-0.21%
-$407.78 
HUBB Hubbell Inc.
-0.19%
-$134.85 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
-0.18%
-$1,041.1 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.17%
-$579.55 
GS The Goldman Sachs Group, Inc.
-0.17%
-$1,061.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$412.16 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$63.66 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.14%
-$2.16 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$34.1 
RDVY First Trust Rising Dividend Achievers ETF
-0.12%
-$40.2 
COLB Columbia Banking System, Inc.
-0.12%
-$93.38 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$8.26 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$4.25 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$258.7 
ABNB Airbnb, Inc.
-0.11%
-$174.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.11%
-$9,319.35 
GIS General Mills, Inc.
-0.11%
-$28 
NVDA NVIDIA Corporation
-0.09%
-$789.26 
FTLS First Trust Long/Short Equity ETF
-0.08%
-$556.84 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.05%
-$160.9 
IGLD FT Vest Gold Strategy Target Fund
-0.05%
-$21.2 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.04%
-$0.95 
CLDI Calidi Biotherapeutics Inc.
-0.03%
$0 
WELL Welltower Inc.
-0.03%
-$4.68 
AEM Agnico Eagle Mines Limited
-0.02%
-$56.74 
CAT Caterpillar Inc.
-0.02%
-$126.57 
IWD iShares Russell 1000 Value ETF
-0.01%
-$1.81 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
0%
-$0.64 Events
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Dividends
Dividend Analysis
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| Trades 1550 | Longs Won 1002/1550 64% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $124,110.54 |
| Average Win $31,541.25 | Best Trade (Mar 31) $2.92M | Sharpe Ratio -9.36 |
| Average Loss -$19,432.8 | Worst Trade (Oct 15) -$940,059.78 | Z-Score 4.72 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $13,519.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,625 | $1.85M | $2.63M | - | $781,894.85 | 42.37% | +0.743% |
| ABBV AbbVie Inc. | 214 | $38,942.04 | $61,082.02 | - | $22,139.98 | 56.85% | +0.716% |
| ABNB Airbnb, Inc. | 919 | $131,509 | $159,988.71 | - | $28,479.71 | 21.66% | -0.109% |
| ADM Archer-Daniels-Midland Co | 2,039 | $155,780 | $169,726.36 | - | $13,946.36 | 8.95% | +0.374% |
| ADSK Autodesk, Inc. | 652 | $156,089 | $156,310.48 | - | $221.48 | 0.14% | -2.211% |
| AEE Ameren Corporation | 50 | $4,993 | $5,283 | - | $290 | 5.81% | +1.831% |
| AEM Agnico Eagle Mines Limited | 1,261 | $145,026.9 | $236,456.41 | - | $91,429.51 | 63.04% | -0.024% |
| AEP American Electric Power Company, Inc. | 463 | $43,929.44 | $58,675.99 | - | $14,746.55 | 33.57% | +1.963% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,944 | $291,423.12 | $280,474.88 | - | -$10,948.24 | -3.76% | -0.147% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 1,025 | $45,151.2 | $42,681 | - | -$2,470.2 | -5.47% | -0.216% |
| AGNT eXp World Holdings Inc. | 1,009 | $11,614 | $3,936.21 | - | -$7,677.79 | -66.11% | -0.228% |
| ALL Allstate Corporation | 308 | $59,379 | $74,773.16 | - | $15,394.16 | 25.93% | +1.323% |
| AMD Advanced Micro Devices, Inc. | 1,308 | $169,744.57 | $709,498.44 | - | $539,753.87 | 317.98% | -3.522% |
| AMGN Amgen Inc. | 1,155 | $325,732.45 | $502,725.3 | - | $176,992.85 | 54.34% | +0.283% |
| AMLP Alerian MLP ETF | 5,379 | $283,150.64 | $281,294.8 | - | -$1,855.84 | -0.66% | +0.742% |
| AMZN Amazon.com Inc | 1,526 | $334,843.11 | $384,803.79 | - | $49,960.68 | 14.92% | -1.019% |
| AN AutoNation Inc. | 315 | $68,912.19 | $51,121.35 | - | -$17,790.84 | -25.82% | +1.558% |
| ANET Arista Networks, Inc. | 823 | $74,484.33 | $147,407.53 | - | $72,923.2 | 97.9% | -3.486% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 81,320 | $5.64M | $5.57M | - | -$69,936.99 | -1.24% | -0.277% |
| APP AppLovin Corporation Class A Common Stock | 356 | $193,772.24 | $96,376.32 | - | -$97,395.92 | -50.26% | -3.068% |
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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 - $1.49M, SPDR S&P 500 ETF Trust - $1.29M, 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 - $391,457.16, ProShares Short S&P500 - $373,013.78, and iShares Core S&P 500 ETF - $356,292.28. 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 $6.27M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.5M, Mrp Synthequity ETF - $1.01M, SPDR Bloomberg 1-3 Month T-Bill ETF - $441,400.39, SPDR S&P 500 ETF Trust - $181,066.46, and Invesco S&P 500 Equal Weight ETF - $156,734.79. 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.
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