| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 28,300 | $743,017.69 | $726,124.23 | -$16,893.46 | -2.27% |
| TJ Taylor Jobe MKT Advisors LLC | 24,265 | $638,226.01 | $622,518.57 | -$15,707.44 | -2.46% |
| SM Sean Murray Quantum Financial Advisors LLC | 281,307 | $7.31M | $7.21M | -$95,132.19 | -1.3% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 18,825 | $483,571.72 | $482,673 | -$898.72 | -0.19% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 25,189 | $662,618.73 | $646,097.85 | -$16,520.88 | -2.49% |
| ARCA Exchange | US Country |
This index is a financial vehicle that focuses on providing investors with exposure to U.S. Treasury Inflation-Protected Securities (TIPS) maturing within a specific timeframe, from January 1, 2030, to October 15, 2030. The underlying principle of the index is to offer a safeguard against inflation for the invested capital, by adjusting the principal value of the securities in accordance with inflation rates. This index mandates a minimum investment of 80% of its assets in the TIPS that comprise its underlying index, ensuring a direct correlation with the performance of inflation-protected public obligations issued by the U.S. Treasury within the defined maturity period.
The index's primary focus is on investing in TIPS, which are government bonds designed to protect investors from inflation. These securities adjust their principal value based on the changes in the Consumer Price Index (CPI), ensuring that the investment grows in real terms, accounting for inflation. The specific TIPS targeted by this index are those with maturities between January 1, 2030, and October 15, 2030, making it an appealing option for investors seeking protection against inflation over this particular timeframe.
Adhering to a strict asset allocation strategy, the index commits at least 80% of its total assets to the TIPS that form its core. This strategy ensures a focused investment approach, concentrating on securities that are expected to provide inflation protection and, potentially, a steady income through the interest payments from these TIPS. By doing so, the fund aims to closely replicate the performance of its underlying index, which is comprised entirely of these inflation-protected securities.