| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,653 | $67,247.99 | $67,173.96 | -$74.03 | -0.11% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 220,754 | $5.56M | $5.59M | $27,874.83 | 0.5% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 17,997 | $456,978.4 | $455,684.04 | -$1,294.36 | -0.28% |
| NW Nancy Williamson Helen Stephens Group LLC | 43,233 | $1.1M | $1.09M | -$8,034.15 | -0.73% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,065 | $428,210.88 | $432,085.8 | $3,874.92 | 0.9% |
| BATS Exchange | US Country |
The company operates within the financial sector, specializing in offering investment options that focus on municipal bonds. These bonds are issued by a variety of public sector entities, including state and local governments as well as federal districts such as the District of Columbia. A key feature of the bonds within the company's portfolio is their exemption from U.S. federal income taxes and the alternative minimum tax (AMT), making them an attractive investment option for tax-conscious investors. The company adheres to a strategy where it commits at least 80% of its assets to the securities that comprise its underlying index. This approach signifies a dedication to providing investors with focused investment opportunities in tax-exempt bonds. Although labeled as non-diversified, the company's investment offerings allow for exposure to a range of issuers within the specified tax-exempt criteria, offering a nuanced approach to municipal bond investment.
This service revolves around investing in municipal bonds that are exempt from U.S. federal income taxes and the AMT. These bonds are issued by U.S. states, the federal district of the District of Columbia, or local governments and agencies. This investment strategy is designed for investors seeking to benefit from tax-exempt income, providing a potentially attractive option for those looking to minimize their tax liability while contributing to the financing of public projects and services.
The core of the company's offerings lies in its strategic commitment to investing at least 80% of its assets in the securities that form its underlying index. This index encompasses a selection of municipal bonds that qualify for tax exemption, adhering to the criteria set forth for exemption from U.S. federal income taxes and the AMT. This focused investment approach is aimed at delivering tax-efficient income streams to investors, leveraging the benefits of municipal bonds to achieve favorable tax treatment and financial returns.
Despite its classification as non-diversified, the company's fund provides an investment avenue that, through its adherence to a specific index of tax-exempt municipal bonds, allows for a degree of exposure to different issuers within the realm of tax-exempt financing. This product is tailored for investors who are looking to concentrate their investments in municipal bonds while accepting the risks associated with a non-diversified portfolio. It represents an opportunity to engage deeply with the municipal bond market, supported by the company's expertise in identifying bonds that meet the stringent criteria for tax exemption.