Index Performance
+10.18%
DATARI
+13.13%
TMLARGE
+11.94%
VO
+20.79%
IWM
+11.23%
EXSA
+31.58%
PIE
+14.07%
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 July 6, 2026
CSV download
| ACI Worldwide, Inc. (ACIW) | 15.31% | $5.69B | 7.90% | 40.41% | 2.74 |
| ACCO Brands Corp. (ACCO) | 12.61% | $378.26M | 8.29% | 27.99% | 0.74 |
| Meta Platforms, Inc. (META) | 12.51% | $1.52T | 33.08% | 81.85% | 6.85 |
| A. O. Smith Corp. (AOS) | 12.50% | $8.61B | -1.90% | 38.61% | 2.53 |
| Boise Cascade Co. (BCC) | 12.19% | $2.65B | -2.47% | 13.65% | 0.46 |
| Franklin Resources, Inc. (BEN) | 11.92% | $17.90B | 5.37% | 72.56% | 2.96 |
| VANGUARD S&P 500 ETF (VOO) | 11.86% | N/A | N/A | N/A | N/A |
| Franklin BSP Realty Trust, Inc. (FBRT) | 11.11% | $603.39M | 7.55% | 92.92% | 9.82 |
Market data by FactSet