Q3 Asset Management Quant / Systematic

CIK: 0001732543 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 30, 2024

Total Value ($000): $441 (100.0% shares, 0.0% debt)

Holdings (48)

QQQM INVESCO NASDAQ 100 ETF 29.3%
Value ($000) $129 Shares 677,188 Est. Cost $0.18 Unrealized
QQQ INVESCO QQQ TRUST SERIES 24.8%
Value ($000) $109 Shares 235,716 Est. Cost $0.46 Unrealized
QVOY Q3 ALL SEASON ACTIVE ROTATION ETF 6.4%
Value ($000) $28 Shares 1,014,349 Est. Cost $0.03 Unrealized
TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 4.1%
Value ($000) $18 Shares 193,014 Est. Cost $0.09 Unrealized
XLK TECHNOLOGY SECTOR SPDR TR 3.9%
Value ($000) $17 Shares 78,616 Est. Cost $0.22 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 3.7%
Value ($000) $16 Shares 164,752 Est. Cost $0.10 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 3.7%
Value ($000) $16 Shares 95,727 Est. Cost $0.17 Unrealized
TUGN STF TACTICAL GROWTH & INCOME ETF 2.9%
Value ($000) $13 Shares 522,706 Est. Cost $7.88 Unrealized
SCHH SCHWAB US REIT ETF 2.6%
Value ($000) $11 Shares 530,000 Est. Cost $0.02 Unrealized
RING ISHARES MSCI GLOBAL GOLD 2.4%
Value ($000) $11 Shares 360,000 Est. Cost $0.03 Unrealized
DBMF IMGP DBI MANAGED FUTURES STRAT ETF 1.3%
Value ($000) $6 Shares 199,030 Est. Cost $0.03 Unrealized
USDU WISDOMTREE TR BLOOMBERG US DOLLAR BULLISH FD 1.3%
Value ($000) $6 Shares 211,382 Est. Cost $0.03 Unrealized
FUTY FIDELITY COVINGTON TR MSCI UTILS INDEX ETF 1.2%
Value ($000) $5 Shares 115,833 Est. Cost $0.04 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1.1%
Value ($000) $5 Shares 25,931 Est. Cost $0.17 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 1.0%
Value ($000) $5 Shares 146,968 Est. Cost $0.03 Unrealized
JAAA JANUS DETROIT HENDERSON AAA CLO ETF 1.0%
Value ($000) $4 Shares 88,071 Est. Cost $0.05 Unrealized
NVDA NVIDIA CORP 0.8%
Value ($000) $4 Shares 30,096 Est. Cost $100.37 Unrealized +0.7%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING BLOCKCHAIN LEADERS ETF 0.8%
Value ($000) $4 Shares 100,747 Est. Cost $0.03 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD 0.8%
Value ($000) $3 Shares 68,274 Est. Cost $0.05 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $3 Shares 17,006 Est. Cost $168.88 Unrealized 0.0%
PGR PROGRESSIVE CORP OF OHIO 0.7%
Value ($000) $3 Shares 14,585 Est. Cost $192.70 Unrealized 0.0%
GE GE AEROSPACE 0.7%
Value ($000) $3 Shares 18,658 Est. Cost $157.95 Unrealized 0.0%
FSLR FIRST SOLAR, INC. - COMMON STOCK 0.6%
Value ($000) $3 Shares 12,580 Est. Cost $218.00 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $3 Shares 4,762 Est. Cost $0.54 Unrealized
GLDM SPDR GOLD MINISHARES TRUST NEW 0.5%
Value ($000) $2 Shares 48,899 Est. Cost $0.05 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.4%
Value ($000) $2 Shares 6,184 Est. Cost $0.23 Unrealized
IAI ISHARES U.S BROKER DEALERS & SECURITIES EXCHANGES ETF 0.3%
Value ($000) $1 Shares 11,994 Est. Cost $0.11 Unrealized
PJP INVESCO PHARMACEUTICALS ETF 0.3%
Value ($000) $1 Shares 13,899 Est. Cost $0.08 Unrealized
FIDU FIDELITY COVINGTON TR MSCI INDL INDEX ETF 0.2%
Value ($000) $1 Shares 13,646 Est. Cost $0.07 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND INDEX FUND ETF 0.2%
Value ($000) $1 Shares 10,819 Est. Cost $0.08 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 0.2%
Value ($000) $1 Shares 29,097 Est. Cost $0.02 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $1 Shares 3,279 Est. Cost $0.22 Unrealized
XLC SELECT SECOTR SPDR TRUST 0.2%
Value ($000) $1 Shares 8,065 Est. Cost $0.09 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $1 Shares 1,287 Est. Cost $333.56 Unrealized +44.9%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1 Shares 3,206 Est. Cost $188.88 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $1 Shares 3,093 Est. Cost $201.97 Unrealized 0.0%
MU MICRON TECHNOLOGY, INC. 0.1%
Value ($000) $1 Shares 4,644 Est. Cost $125.19 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $0 Shares 808 Est. Cost $0.38 Unrealized
HYG ISHARES TR IBOXX HIGH YIELD CORP BD ETF 0.1%
Value ($000) $0 Shares 3,855 Est. Cost $0.08 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $0 Shares 4,135 Est. Cost $67.61 Unrealized 0.0%
MMM 3M CO COM 0.1%
Value ($000) $0 Shares 2,715 Est. Cost $94.27 Unrealized 0.0%
DAUG FIRST TRUST VEST US EQUITY DEEP BUFFER ETF AUG 0.1%
Value ($000) $0 Shares 7,312 Est. Cost $0.03 Unrealized
CTAS CINTAS 0.1%
Value ($000) $0 Shares 390 Est. Cost $168.55 Unrealized 0.0%
WMT WALMART, INC. 0.1%
Value ($000) $0 Shares 4,017 Est. Cost $61.97 Unrealized 0.0%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $0 Shares 903 Est. Cost $284.04 Unrealized 0.0%
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $0 Shares 645 Est. Cost $0.36 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.0%
Value ($000) $0 Shares 422 Est. Cost $0.48 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $0 Shares 2,183 Est. Cost $51.21 Unrealized