| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 461 | $10,266.06 | $10,125.86 | -$140.2 | -1.37% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,274 | $208,294.04 | $203,657.04 | -$4,637 | -2.23% |
| RR rosemary richard WCG Wealth Advisors LLC | 761,062 | $16.94M | $16.71M | -$226,979.22 | -1.34% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 282,422 | $6.18M | $6.2M | $21,998.5 | 0.36% |
Jennifer Easley Gitterman Wealth Management LLC | 36,753 | $804,865.01 | $807,095.88 | $2,230.87 | 0.28% |
| ARCA Exchange | US Country |
The described company is an investment fund that primarily focuses on the fixed income market within the United States. By adhering to a strategy that commits at least 80% of its assets, including any borrowed funds for investment purposes, to securities found within its targeted index, the fund demonstrates a strong alignment with its investment thesis. The allocation is directed towards securities that are a part of an index, which incorporates environmental, social, and governance (ESG) criteria for selection. This index is formulated based on the Bloomberg U.S. Aggregate Bond Index, which serves as a comprehensive benchmark for U.S. investment-grade, taxable fixed income securities.
The fund employs strategies that factor in environmental, social, and governance (ESG) criteria to pick suitable securities. This approach not only aims to generate competitive financial returns but also align investments with socially responsible and sustainable practices. By focusing on ESG criteria, the fund caters to investors who are attentive to the impact of their investment on wider societal and environmental issues, alongside traditional financial metrics.
Primarily investing in components of the Bloomberg U.S. Aggregate Bond Index, the fund targets the U.S. investment-grade, taxable fixed income market. This broad exposure allows investors to tap into a diversified portfolio of fixed income securities, ranging from government bonds to corporate debt, which are selected based on their creditworthiness and potential for stable returns. The adherence to the base index ensures a comprehensive coverage of the market segment, tailored for those seeking investment opportunities within the safe confines of investment-grade debt.