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Positions32
Investing since08.2022

Positions

Title
Weight
Position
P/L
Broadcom logo
Broadcom
AVGOx1
35.18% 
$27.95
$27.95
-$2.09
6.96%
Nvidia logo
Nvidia
NVDAx1
23.04% 
$18.31
$18.31
-$2.93
13.81%
Taiwan Semiconductor Manufacturing ADR logo
Taiwan Semiconductor Manufacturing ADR
TSMx1
9.85% 
$7.828
$7.828
-$2.369
23.23%
TEM
Tempus AI
TEMx1
6.57% 
$5.219
$5.219
-$2.802
34.93%
YMA
Other YieldMax Universe Fund of Option Income ETFs
YMAXx1
5.14% 
$4.081
$4.081
-$0.472
10.36%
Eli Lilly logo
Eli Lilly
LLYx1
4.13% 
$3.285
$3.285
-$0.422
11.39%
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
BRK.Bx1
3.25% 
$2.584
$2.584
+$0.167
6.90%
Vistra Corp logo
Vistra Corp
VSTx1
2.06% 
$1.637
$1.637
-$0.791
32.58%
Ulta Beauty logo
Ulta Beauty
ULTAx1
1.62% 
$1.288
$1.288
+$0.028
2.25%
Palantir Tech logo
Palantir Tech
PLTRx1
1.31% 
$1.044
$1.044
-$0.219
17.33%
YMA
Other YieldMax Magnificent 7 Fund of Option Income ETFs
YMAGx1
0.91% 
$0.724
$0.724
+$0.00
0.03%
Other Enhanced Short Maturity Active Exch logo
Other Enhanced Short Maturity Active Exch
MINTx1
0.90% 
$0.713
$0.713
+$0.00
0.01%
iShares Ethereum ETF logo
iShares Ethereum ETF
ETHAx1
0.89% 
$0.706
$0.706
-$0.217
23.53%
Invesco NASDAQ 100 ETF logo
Invesco NASDAQ 100 ETF
QQQMx1
0.84% 
$0.671
$0.671
-$0.103
13.30%
Blackstone Group logo
Blackstone Group
BXx1
0.80% 
$0.637
$0.637
-$0.17
21.10%
Apollo Global logo
Apollo Global
APOx1
0.74% 
$0.59
$0.59
-$0.129
17.96%
KKR & Co logo
KKR & Co
KKRx1
0.61% 
$0.485
$0.485
-$0.124
20.29%
ULT
Other YieldMax Ultra Option Income Strategy ETF
ULTYx1
0.51% 
$0.409
$0.409
-$0.009
2.07%
MST
Other Harvest MSTR Option Income Strategy ETF
MSTYx1
0.37% 
$0.293
$0.293
+$0.00
0.10%
TSL
Other YieldMax TSLA Option Income Strategy ETF
TSLYx1
0.22% 
$0.178
$0.178
-$3.237
94.78%
SWP
Schwab S&P 500 Index Fund
SWPPXx1
0.22% 
$0.178
$0.178
-$0.015
7.54%
OZE
Other Roundhill GLP-1 & Weight Loss ETF
OZEMx1
0.20% 
$0.161
$0.161
-$0.013
7.71%
TGR
Other T Rowe Price Growth ETF
TGRTx1
0.15% 
$0.119
$0.119
-$0.009
6.65%
Alphabet logo
Alphabet
GOOGLx1
0.13% 
$0.105
$0.105
+$0.002
2.38%
Meta Platforms logo
Meta Platforms
METAx1
0.12% 
$0.0975
$0.0975
-$0.0049
4.78%
Microsoft logo
Microsoft
MSFTx1
0.07% 
$0.0596
$0.0596
+$0.0003
0.54%
PRI
T Rowe Price Financial Services Fund
PRISXx1
0.07% 
$0.0588
$0.0588
-$0.0054
8.46%
Amazon logo
Amazon
AMZNx1
0.07% 
$0.0556
$0.0556
-$0.0037
6.30%
DXY
Destiny Tech100
DXYZx1
0.00% 
$0.00
+$0.00
0.00%
JPM Ultra-Short Income ETF logo
JPM Ultra-Short Income ETF
JPSTx1
0.00% 
$0.00
+$0.00
0.00%
SWV
Schwab Value Advantage Money Fund;Investor
SWVXXx1
0.00% 
$0.00
+$0.00
0.00%
Charles Schwab Schwab Municipal Bond ETF logo
Charles Schwab Schwab Municipal Bond ETF
SCMBx1
0.00% 
$0.00
+$0.00
0.00%
LSX Data · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$4,658.87
LSX Data · Fundamentals & EOD data from FactSet