🎯 ETF Intelligence

Analyze your ETF holdings, discover opportunities, and optimize your portfolio

📊 Current ETF Holdings

Total ETF Value: $172,750.69 73.7% of portfolio

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $39,222.68
Expense Ratio: 6.00%

SPMO

51/100 Fit: 75/100

Invesco S&P 500® Momentum ETF

Value: $37,647.31
Expense Ratio: 13.00%

SPYM

55/100 Fit: 75/100

State Street SPDR Portfolio S&P 500 ETF

Value: $35,046.40
Expense Ratio: 2.00%

QQQM

51/100 Fit: 75/100

Invesco NASDAQ 100 ETF

Value: $30,850.70
Expense Ratio: 0.15%

VXUS

51/100 Fit: 75/100

Vanguard Total International Stock ETF

Value: $14,364.66
Expense Ratio: 5.00%

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $7,688.40
Expense Ratio: 6.00%

VXUS

51/100 Fit: 75/100

Vanguard Total International Stock ETF

Value: $4,407.00
Expense Ratio: 5.00%

BTC

51/100 Fit: 75/100

Grayscale Bitcoin Mini Trust ETF

Value: $2,543.92
Expense Ratio: 15.00%

SPMO

51/100 Fit: 75/100

Invesco S&P 500® Momentum ETF

Value: $855.33
Expense Ratio: 13.00%

SGOV

55/100 Fit: 75/100

iShares 0-3 Month Treasury Bond ETF

Value: $14.00
Expense Ratio: 9.00%

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $13.87
Expense Ratio: 6.00%

SCHB

55/100 Fit: 75/100

Schwab U.S. Broad Market ETF

Value: $13.81
Expense Ratio: 3.00%

VTI

51/100 Fit: 75/100

Vanguard Total Stock Market ETF

Value: $13.81
Expense Ratio: 3.00%

ITOT

51/100 Fit: 75/100

iShares Core S&P Total U.S. Stock Market ETF

Value: $13.79
Expense Ratio: 3.00%

VOO

55/100 Fit: 75/100

Vanguard S&P 500 ETF

Value: $13.79
Expense Ratio: N/A

IVV

55/100 Fit: 75/100

iShares Core S&P 500 ETF

Value: $13.78
Expense Ratio: 0.03%

SPY

55/100 Fit: 75/100

SPDR S&P 500 ETF Trust

Value: $13.76
Expense Ratio: 0.09%

QQQ

55/100 Fit: 75/100

Invesco QQQ Trust Series I

Value: $13.68
Expense Ratio: 0.20%

🎯 Portfolio Allocation Gaps

Current vs Target Allocations

US Stocks Target: 65.0%
Current: 150.1% -85.1% (Over $199,501)
International Target: 25.0%
Current: 0.0% +25.0% (Need $58,587)
Bonds Target: 15.0%
Current: 0.0% +15.0% (Need $35,138)
💡
Portfolio Gap Detected

Consider adding international ETFs to reach your 25.0% target. Consider adding bond ETFs for portfolio stability.

⭐ Top ETF Recommendations

ETFs that best complement your portfolio

FIAT

MODERATE

YieldMax Short COIN Option Income Strategy ETF

Fit Score: 75/100
Opportunity: 40/100
Health: 43/100
Why: Low overlap with existing holdings. Low expense ratio (0.00%).
Suggested: $6,918

SH

MODERATE

ProShares Short S&P500

Fit Score: 75/100
Opportunity: 40/100
Health: 55/100
Why: Low overlap with existing holdings. Low expense ratio (0.00%).
Suggested: $6,918

AAPD

MODERATE

Direxion Daily AAPL Bear 1X Shares ETF

Fit Score: 75/100
Opportunity: 40/100
Health: 51/100
Why: Low overlap with existing holdings. Low expense ratio (0.00%).
Suggested: $6,918

PLTD

MODERATE

Direxion Daily PLTR Bear 1X Shares

Fit Score: 75/100
Opportunity: 40/100
Health: 55/100
Why: Low overlap with existing holdings. Low expense ratio (0.00%).
Suggested: $6,918

USE

MODERATE

USCF Energy Commodity Strategy Absolute Return Fund

Fit Score: 75/100
Opportunity: 40/100
Health: 35/100
Why: Low overlap with existing holdings. Low expense ratio (0.00%).
Suggested: $6,918

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