Index Performance
-4.66%
DATARI
+5.48%
TMLARGE
+1.18%
VO
+3.73%
IWM
+6.42%
EXSA
+0.73%
PIE
-2.04%
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 March 12, 2026
CSV download
| Franklin Resources, Inc. (BEN) | 13.41% | $14.02B | 5.65% | 73.05% | 2.86 |
| A. O. Smith Corp. (AOS) | 13.14% | $9.96B | 0.32% | 38.79% | 2.48 |
| VANGUARD S&P 500 ETF (VOO) | 13.08% | N/A | N/A | N/A | N/A |
| Meta Platforms, Inc. (META) | 12.96% | $1.67T | 22.17% | 82.00% | 8.47 |
| Boise Cascade Co. (BCC) | 12.44% | $2.76B | -4.75% | 13.98% | 0.44 |
| ACCO Brands Corp. (ACCO) | 11.99% | $362.35M | -8.84% | 30.36% | 0.81 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 11.76% | $766.75M | 0.52% | 93.87% | 9.64 |
| ACI Worldwide, Inc. (ACIW) | 11.22% | $4.36B | 10.38% | 43.48% | 3.22 |
Market data by FactSet