Summary
What Advisors Should Know About Trump Accounts
Trump Accounts are among the newest additions to the savings landscape, and while the name has generated headlines, advisors may find that the greater opportunity lies in how these accounts fit into long-term financial planning.
Trump Accounts: Comparing the 5 Selected Low-Cost Index ETFs
No matter what side of the aisle your political beliefs and values align with, there is one thing the majority of Americans can agree on: the country finds itself firmly in an affordability crisis. From a lopsided housing market and elevated used car prices to college tuition and higher energy prices fueling inflation, prices for everyday items and wealth-building milestones are near all-time highs.
Initial 5-ETF Lineup Released for Newly Launched Trump Accounts
The U.S. Department of the Treasury officially announced the investment lineup for the rollout of Trump Accounts, which includes five popular exchange-traded funds (ETFs). Trump Accounts are tax-advantaged investment vehicles that assists U.S. families with building long-term wealth for their children.
iShares Core S&P Total U.S. Stock Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 154,124 | $19.71M | $25.22M | $5.51M | 27.95% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 100 | $10,698 | $16,361 | $5,663 | 52.94% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 30 | $3,660.3 | $4,908.3 | $1,248 | 34.1% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 189,462 | $17.93M | $31M | $13.07M | 72.9% |
 Curtis Ellergodt Rothschild Investment LLC | 687 | $73,187.3 | $115,683.93 | $42,496.63 | 58.07% |
iShares Core S&P Total U.S. Stock Market ETF (ITOT) FAQ
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iShares Core S&P Total U.S. Stock Market ETF Profile
| ARCA Exchange | US Country |
Overview
The described entity is a fund that aims to represent the entire breadth of the U.S. equities market by investing in common stocks listed across major American exchanges, including NYSE, NASDAQ Global Select Market, NASDAQ Select Market, NASDAQ Capital Market, and Cboe's BZX, BYX, EDGA, and EDGX. It is dedicated to mirroring the performance of its underlying index, which aggregates a vast array of U.S. common equities, ensuring a broad spectrum of investment opportunities. The fund adheres to a strategy where at least 80% of its assets are invested directly in the securities that form part of its benchmark index. Up to 20% of the fund's portfolio may be allocated to a mix of futures, options, and swap contracts, alongside cash and cash equivalents, allowing for liquidity and operational flexibility.
Products and Services
- Equity Investments
- Derivative Contracts
- Cash and Cash Equivalents
The core offering involves investing in a wide variety of U.S. common equities. This includes shares listed on prominent exchanges such as the NYSE, the NASDAQ Global Select Market, the NASDAQ Select Market, and the NASDAQ Capital Market, as well as Cboe's BZX, BYX, EDGA, and EDGX. This product is designed for investors looking to gain exposure to the comprehensive U.S. stock market through a single investment vehicle.
Part of the fund's strategy includes investment in derivative contracts, specifically futures, options, and swaps. This enables the fund to hedge against potential losses or to gain from speculative positions. These financial instruments can be used to manage risk or to take advantage of price movements, enhancing the fund's ability to meet its investment goals.
Aside from direct equity and derivative investments, the fund maintains liquidity through holdings in cash and cash equivalents. This portion of the fund's assets ensures operational flexibility, allowing for timely rebalancing of the portfolio, managing withdrawals, and taking advantage of new investment opportunities as they arise.
