FIAT WEALTH MANAGEMENT LLC
data from 31/12/2023
Capitalization
$ 7.903 M
100.00 %
Performance
$ 0.000
0.00 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2023/12/31 | UNH | UNITEDHEALTH GROUP INC | 28.16% | 2.225 M $ | 4227 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | VIG | VANGUARD SPECIALIZED FUNDS | 12.42% | 981.968 K $ | 5763 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | IVV | ISHARES TR | 12.26% | 968.920 K $ | 2029 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | EXCHANGE LISTED FDS TR | 9.64% | 761.905 K $ | 32728 | 2023/12/31 | 0.000 $ | 0.00 % | |
| 2023/12/31 | MSFT | MICROSOFT CORP | 7.85% | 620.466 K $ | 1650 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | AAPL | APPLE INC | 6.35% | 501.541 K $ | 2605 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | AMZN | AMAZON COM INC | 5.39% | 425.888 K $ | 2803 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | V | VISA INC | 5.30% | 418.643 K $ | 1608 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | SPY | SPDR S&P 500 ETF TR | 3.99% | 315.131 K $ | 663 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | DNL | WISDOMTREE TR | 2.66% | 210.139 K $ | 5681 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | VUG | VANGUARD INDEX FDS | 2.66% | 209.844 K $ | 675 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | AESR | TWO RDS SHARED TR | 1.93% | 152.808 K $ | 11065 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | RPHS | TWO RDS SHARED TR | 1.40% | 110.593 K $ | 12433 | 2023/12/31 | 0.000 $ | 0.00 % |