| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KK Kent Keister Kaye Capital Management | 298,864 | $6.25M | $6.26M | $13,042.43 | 0.21% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 211,723 | $4.55M | $4.43M | -$117,506.27 | -2.59% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 61,401 | $1.31M | $1.29M | -$18,664.25 | -1.43% |
| NG Nathan Geraci ETF Store Inc. | 12,020 | $251,911.49 | $251,698.8 | -$212.69 | -0.08% |
| LV Leah Vaden Redwood Financial Network Corp. | 9,966 | $210,780.9 | $208,842.51 | -$1,938.39 | -0.92% |
| NASDAQ (NMS) Exchange | US Country |
The company specializes in investment management, focusing on creating diversified investment portfolios that primarily include U.S. dollar-denominated investment-grade corporate bonds. It operates with a strategic emphasis on fixed-income securities that have maturities or "effective maturities" in the year 2033. The investment approach of the company underscores a commitment to investing at least 80% of its total assets in securities that form part of the underlying index, which is designed to track the performance of its chosen portfolio of bonds. Despite its focused investment strategy, the entity is classified as non-diversified, meaning that it may invest a more significant portion of its assets in a smaller number of issuers compared to diversified funds.
This service involves the creation and management of a portfolio comprising U.S. dollar-denominated investment-grade corporate bonds. The selection process is based on these bonds having maturities or, in some instances, “effective maturities” specifically in the year 2033. This targeted approach aims at providing investors with opportunities to invest in high-quality corporate bonds, seeking to offer a balance between yield and risk while focusing on a specific maturity horizon.