| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,336 | $276,266.4 | $275,647.92 | -$618.48 | -0.22% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 787 | $17,722.74 | $17,585.51 | -$137.23 | -0.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,862 | $625,633.48 | $622,576.39 | -$3,057.09 | -0.49% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 11,505 | $259,018.93 | $257,136.75 | -$1,882.18 | -0.73% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 941,755 | $21.1M | $21.04M | -$54,168.75 | -0.26% |
| NASDAQ (NMS) Exchange | US Country |
This firm is focused on investment strategies that are closely linked to U.S. Treasury securities, particularly within a specific timeframe. By allocating a significant portion of its assets into the securities that make up its underlying index, the firm ensures its investment strategy aligns closely with the performance of these securities. The commitment to invest a large portion of its assets in U.S. Treasury securities reflects a conservative investment approach, prioritizing stability and reliability inherent in government-backed assets. This strategy is designed for investors looking for predictable outcomes and less exposure to the volatility often associated with equity and other higher-risk investments.
The firm commits at least 80% of its assets to the securities that comprise the underlying index. This approach ensures that the majority of the firm's investments are tightly aligned with the performance of the selected U.S. Treasury securities, providing investors with a clear understanding of the fund's focus and strategy.
A minimum of 90% of the firm's assets are invested in U.S. Treasury securities, which are selected based on their potential to help the fund closely track the underlying index. With an emphasis on U.S. Treasury securities that are scheduled to mature between January 1, 2027, and December 15, 2027, the firm targets investments that offer predictability and stability, favored by conservative investors seeking lower-risk options.