Index Performance
+8.22%
DATARI
+1.07%
TMLARGE
+7.44%
VO
+6.61%
IWM
+6.06%
EXSA
+9.02%
PIE
+8.68%
ROBT
Overview
Description
I Created this because I’ve been investing for many years and I have extensive knowledge on market trends! I invest in the mid risk to the aggressive. I’m trying to build Generational wealth
- TickerDATARI
- Inception Date01/30/2024
- WeightingEqual
- # of holdings8
What's inside?
Holdings
All holdings as of August 20, 2026
CSV download
| ACI Worldwide, Inc. (ACIW) | 14.12% | $5.21B | 7.27% | 36.62% | 3.19 |
| Boise Cascade Co. (BCC) | 13.25% | $2.85B | 5.24% | 15.57% | 0.46 |
| ACCO Brands Corp. (ACCO) | 13.01% | $390.46M | 5.14% | 29.68% | 0.83 |
| A. O. Smith Corp. (AOS) | 12.58% | $8.48B | -0.69% | 38.53% | 2.40 |
| VANGUARD S&P 500 ETF (VOO) | 12.04% | N/A | N/A | N/A | N/A |
| Franklin Templeton, Inc. (BEN) | 11.88% | $17.26B | 19.08% | 73.63% | 3.50 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 11.72% | $670.18M | 15.50% | 94.38% | 8.80 |
| Meta Platforms, Inc. (META) | 11.39% | $1.39T | 27.96% | 81.37% | 6.43 |
Market data by FactSet