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Name Funds
holding
Growth Growth % Return since
30 Jun ‘24
ALX
2026
Alexander's
ALX
$1.4B
112 +9 +9% 21.8%
MKL icon
2027
Markel Group
MKL
$25B
810 +65 +9% 26.6%
LYG icon
2028
Lloyds Banking Group
LYG
$87.4B
424 +34 +9% 121%
EE icon
2029
Excelerate Energy
EE
$1.23B
125 +10 +9% 109%
JHML icon
2030
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
100 +8 +9% 35.8%
BNT
2031
Brookfield Wealth Solutions
BNT
$11.6B
100 +8 +9% 53.4%
SMBC icon
2032
Southern Missouri Bancorp
SMBC
$855M
100 +8 +9% 72.5%
VCEB icon
2033
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
75 +6 +9% 0.95%
BUYW icon
2034
Main BuyWrite ETF
BUYW
$1.27B
50 +4 +9% 5.69%
AEF
2035
abrdn Emerging Markets Equity Income Fund
AEF
$348M
50 +4 +9% 62.5%
SIFY
2036
Sify Technologies
SIFY
$1.02B
25 +2 +9% 434%
ISEP icon
2037
Innovator International Developed Power Buffer ETF September
ISEP
$65.1M
25 +2 +9% 27.6%
IIGD icon
2038
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
25 +2 +9% 1.17%
GBLI icon
2039
Global Indemnity Group
GBLI
$394M
25 +2 +9% 13.2%
AKO.B icon
2040
Embotelladora Andina Series B
AKO.B
25 +2 +9%
IDUB icon
2041
Aptus International Enhanced Yield ETF
IDUB
$488M
25 +2 +9% 31.1%
UDN icon
2042
Invesco DB US Dollar Index Bearish Fund
UDN
$107M
25 +2 +9% 0.39%
CRAI icon
2043
CRA International
CRAI
$1.1B
163 +13 +9% 1.42%
IMNM icon
2044
Immunome
IMNM
$2.52B
113 +9 +9% 83.6%
TME icon
2045
Tencent Music
TME
$14.5B
315 +25 +9% 36.9%
FMAO icon
2046
Farmers & Merchants Bancorp
FMAO
$426M
63 +5 +9% 33.3%
EMNT icon
2047
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$212M
63 +5 +9% 0.24%
UVE icon
2048
Universal Insurance Holdings
UVE
$1.16B
164 +13 +9% 122%
KBR icon
2049
KBR
KBR
$4.68B
404 +32 +9% 42.4%
SSO icon
2050
ProShares Ultra S&P500
SSO
$7.82B
202 +16 +9% 59%