| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 18,347 | $478,458.35 | $471,701.37 | -$6,756.98 | -1.41% |
| TJ Taylor Jobe MKT Advisors LLC | 18,422 | $486,160.3 | $473,629.62 | -$12,530.68 | -2.58% |
| SM Sean Murray Quantum Financial Advisors LLC | 343,768 | $8.95M | $8.84M | -$109,756.7 | -1.23% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 18,512 | $474,901.03 | $475,943.52 | $1,042.49 | 0.22% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 27,584 | $723,997.71 | $708,908.8 | -$15,088.91 | -2.08% |
| ARCA Exchange | US Country |
The given entity is a fund that specializes in investing in inflation-protected public obligations of the U.S. Treasury, known as Treasury Inflation-Protected Securities (TIPS). These securities are designed to help protect investors from inflation by adjusting the principal value of the securities to reflect inflation rates. The fund specifically focuses on TIPS that are scheduled to mature between January 1, 2029, and October 15, 2029. The structured strategy of this fund mandates that at least 80% of its assets are invested in the securities that comprise the underlying index it tracks, ensuring a strong alignment with the performance and risk profile of inflation-protected U.S. Treasury securities maturing within the specified timeframe.
This service involves the fund investing primarily in TIPS, which are designed to hedge against inflation. The fund focuses on TIPS with maturities between January 1, 2029, and October 15, 2029. These securities adjust their principal value according to inflation rates, thus offering a protective investment against the decrease in purchasing power due to inflation.
The fund operates with an investment strategy that involves tracking an underlying index composed of TIPS. By dedicating at least 80% of its assets to securities within this index, the fund ensures that its investment approach is aligned with the performances of the inflation-protected securities market, particularly those with maturities in the late 2020s. This strategy allows investors to participate indirectly in a diversified portfolio of U.S. Treasury securities that are adjusted for inflation, providing a balanced approach to preserving capital in real terms.