| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 968 | $19,851.02 | $19,640.72 | -$210.3 | -1.06% |
| KLM Kate L. Miller STAR Financial Bank | 551,112 | $11.28M | $11.19M | -$83,410.58 | -0.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,228 | $1.29M | $1.28M | -$10,822.31 | -0.84% |
United Advisor Group LLC United Advisor Group, LLC | 9,876 | $200,492 | $200,482.8 | -$9.2 | - |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,426 | $69,768.57 | $69,547.8 | -$220.77 | -0.32% |
| ARCA Exchange | US Country |
The company operates within the investment sector, focusing primarily on managing an investment fund that allocates its assets into investment grade securities. Adhering to a conservative investment strategy, the fund is characterized by its commitment to invest 100% of its portfolio into securities deemed to be of investment grade by at least one nationally recognized statistical rating organization (NRSRO). This approach underscores the company's emphasis on minimizing risk and ensuring the stability and reliability of its investments. The fund's investment philosophy is further defined by its non-diversified status, indicating a concentrated investment approach in high-quality debt securities.
The company specializes in a singular investment fund product with distinct investment strategies: