| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 162 | $3,423.78 | $3,460.32 | $36.54 | 1.07% |
Michael Byun SageView Advisory Group LLC | 33,825 | $721,150.54 | $722,671.12 | $1,520.58 | 0.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 660 | $14,243.36 | $14,100.9 | -$142.46 | -1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 296 | $6,212 | $6,329.96 | $117.96 | 1.9% |
Crux Wealth Advisors Crux Wealth Advisors | 31,530 | $684,213.68 | $673,796.1 | -$10,417.58 | -1.52% |
| ARCA Exchange | US Country |
The company in discussion is distinguished by its commitment to integrating Environmental, Social, and Governance (ESG) criteria into its investment strategies, concentrating particularly on the fixed-rate corporate bond market within the United States. This focus demonstrates a dedication to responsible investing by considering the broader impact of investment choices beyond purely financial returns. The company operates a specialized index that meticulously selects securities from the Bloomberg U.S. High Yield Very Liquid Index (the “Base Index”), which serves as a comprehensive platform for U.S. dollar-denominated, high yield fixed-rate corporate bonds. The essence of their operation lies in the commitment to invest a significant portion of its assets in those securities that meet its ESG criteria, thereby contributing to a financial environment that values sustainability and responsible governance alongside economic gains.
The company offers a succinct range of products and services designed to cater to investors who are keen on integrating ESG principles into their investment portfolios. These can be detailed as follows: