Index Performance
+1.58%
DATARI
+9.18%
TMLARGE
+3.55%
VO
+12.39%
IWM
+5.76%
EXSA
+12.00%
PIE
+11.43%
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 November 13, 2025
CSV download
| VANGUARD S&P 500 ETF (VOO) | 14.09% | N/A | N/A | N/A | N/A |
| ACI Worldwide, Inc. (ACIW) | 12.89% | $4.86B | 6.78% | 48.74% | 3.58 |
| Franklin Resources, Inc. (BEN) | 12.87% | $11.61B | 2.31% | 70.70% | 2.73 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 12.78% | $816.88M | 15.47% | 94.20% | 10.27 |
| A. O. Smith Corp. (AOS) | 12.57% | $9.20B | 4.42% | 38.60% | 2.71 |
| Boise Cascade Co. (BCC) | 12.10% | $2.56B | -2.68% | 13.26% | 0.45 |
| ACCO Brands Corp. (ACCO) | 11.80% | $313.67M | -8.84% | 30.36% | 0.81 |
| Meta Platforms, Inc. (META) | 10.90% | $1.54T | 26.25% | 82.03% | 10.00 |
Market data by FactSet