| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 22,748 | $599,148.24 | $583,941.16 | -$15,207.08 | -2.54% |
| SM Sean Murray Quantum Financial Advisors LLC | 234,139 | $6.08M | $6.01M | -$70,245.43 | -1.16% |
| MY Michael Yoder Yoder Wealth Management Inc. | 143,728 | $3.71M | $3.69M | -$14,241.76 | -0.38% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 19,158 | $493,180.77 | $491,690.07 | -$1,490.7 | -0.3% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 14,065 | $365,898 | $361,048.55 | -$4,849.45 | -1.33% |
| ARCA Exchange | US Country |
The index refers to a financial investment vehicle that aims to track the performance of inflation-protected securities issued by the U.S. Treasury, known as Treasury Inflation-Protected Securities (TIPS). These securities are designed to help protect investors from the erosive effect of inflation on investment returns by adjusting the principal value of the bonds based on changes in the Consumer Price Index (CPI). The specific focus of this index is on TIPS that have maturity dates ranging from January 1, 2031, to October 15, 2031. This targeted approach allows investors to have exposure to inflation-protected securities with a specific time horizon, which can be a strategic component of a diversified investment portfolio. The fund associated with this index commits to investing at least 80% of its assets in the securities that make up the underlying index, ensuring a high degree of alignment with the performance and risk characteristics of these inflation-protected obligations.
The primary focus of this financial product is on investing in TIPS, which are U.S. government bonds specifically designed to protect investors from inflation. The principal value of TIPS increases with inflation and decreases with deflation, which is reflected in the semiannual interest payments received by investors. This makes TIPS an attractive option for those looking to safeguard their investment returns against the decline in purchasing power due to rising prices.
This fund specifically invests in TIPS with maturity dates between January 1, 2031, and October 15, 2031. This targeted investment approach allows investors to align their investment strategy with their expected cash flow needs or financial goals around that specific time frame. It offers a more focused investment in terms of duration compared to broader TIPS funds, which may include securities with a wider range of maturity dates.
To closely track the underlying index of selected TIPS, the fund commits to investing at least 80% of its total assets in the TIPS that compose the index. This high level of commitment to the index's component securities ensures that the fund's performance closely mirrors the inflation-protected returns these TIPS are designed to provide. It indicates a strong alignment with the objective of offering inflation protection to investors through a focused and disciplined investment strategy.