| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HWL Horan Wealth LLC Horan Wealth LLC | 4,896 | $251,189 | $246,464.64 | -$4,724.36 | -1.88% |
| NASDAQ (NMS) Exchange | US Country |
F/m Investments, LLC, doing business as North Slope Capital, LLC, operates as a financial advisory firm. The core strategy of the firm focuses on investing primarily in investment-grade corporate bonds. Under typical market conditions, the company commits to allocating at least 80% of the fund's net assets, including any borrowings for investment purposes, into corporate bonds that are rated investment grade. These selected bonds have a specific maturity range, targeting those with at least 9.5 years but less than 10.5 years until maturity. This investment approach emphasizes stability and seeks to leverage the predictable returns of investment-grade corporate bonds within a specific maturity window.
F/m Investments, through North Slope Capital, LLC, specializes in allocating significant portions of its assets into investment-grade corporate bonds. This type of investment is chosen for its relative safety compared to stocks or lower-grade bonds. The targeted corporate bonds boast at least 9.5 years but less than 10.5 years remaining to maturity, balancing the desire for long-term investment horizons with the need for predictable liquidity windows.