Index Performance
-4.91%
DATARI
+5.50%
TMLARGE
+1.23%
VO
+6.81%
IWM
+4.69%
EXSA
+1.04%
PIE
+3.64%
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 December 12, 2025
CSV download
| VANGUARD S&P 500 ETF (VOO) | 13.52% | N/A | N/A | N/A | N/A |
| Franklin BSP Realty Trust, Inc. (FBRT) | 12.93% | $873.19M | 15.47% | 94.20% | 10.27 |
| Franklin Resources, Inc. (BEN) | 12.83% | $12.23B | 2.31% | 70.70% | 2.73 |
| Boise Cascade Co. (BCC) | 12.67% | $2.83B | -2.68% | 13.26% | 0.45 |
| A. O. Smith Corp. (AOS) | 12.44% | $9.57B | 4.42% | 38.60% | 2.71 |
| ACCO Brands Corp. (ACCO) | 12.41% | $341.62M | -8.84% | 30.36% | 0.81 |
| ACI Worldwide, Inc. (ACIW) | 12.29% | $4.90B | 6.78% | 48.74% | 3.58 |
| Meta Platforms, Inc. (META) | 10.90% | $1.62T | 26.25% | 82.03% | 10.00 |
Market data by FactSet