Top 12 Sevenoneseven Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.06% | 818 | $370K | -92.30%(-9.81K) | — | 2023-12-31 | |
| CORP | PIMCO ETF TR | 11.64% | 2.6K | $253K | -91.29%(-27.60K) | — | 2023-12-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 11.47% | 5.4K | $249K | -90.90%(-54.27K) | — | 2023-12-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 10.94% | 2.4K | $237K | new | — | 2023-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 10.6% | 3.0K | $230K | -93.51%(-43.40K) | — | 2023-12-31 | |
| IBTE | ISHARES TR | 10.43% | 9.5K | $226K | -89.50%(-80.84K) | — | 2023-12-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 9.62% | 15.8K | $209K | -89.42%(-133.34K) | — | 2023-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.98% | 5.3K | $195K | -93.92%(-82.40K) | — | 2023-12-31 | |
| SCHQ | SCHWAB STRATEGIC TR | 6.63% | 4.3K | $144K | -92.65%(-54.07K) | — | 2023-12-31 | |
| SCHR | SCHWAB STRATEGIC TR | 1.47% | 649 | $32K | new | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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