🎯 ETF Intelligence

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

📊 Current ETF Holdings

Total ETF Value: $175,637.16 77.2% of portfolio

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $42,289.72
Expense Ratio: 6.00%

SPYM

55/100 Fit: 75/100

State Street SPDR Portfolio S&P 500 ETF

Value: $36,580.84
Expense Ratio: 2.00%

SPMO

51/100 Fit: 75/100

Invesco S&P 500® Momentum ETF

Value: $36,459.41
Expense Ratio: 13.00%

QQQM

51/100 Fit: 75/100

Invesco NASDAQ 100 ETF

Value: $30,829.95
Expense Ratio: 0.15%

VXUS

51/100 Fit: 75/100

Vanguard Total International Stock ETF

Value: $14,717.80
Expense Ratio: 5.00%

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $8,289.60
Expense Ratio: 6.00%

VXUS

51/100 Fit: 75/100

Vanguard Total International Stock ETF

Value: $4,507.82
Expense Ratio: 5.00%

SPMO

51/100 Fit: 75/100

Invesco S&P 500® Momentum ETF

Value: $1,610.95
Expense Ratio: 13.00%

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $40.76
Expense Ratio: 6.00%

ITOT

51/100 Fit: 75/100

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

Value: $39.25
Expense Ratio: 3.00%

SCHB

55/100 Fit: 75/100

Schwab U.S. Broad Market ETF

Value: $39.12
Expense Ratio: 3.00%

IVV

55/100 Fit: 75/100

iShares Core S&P 500 ETF

Value: $39.12
Expense Ratio: 0.03%

SPY

55/100 Fit: 75/100

SPDR S&P 500 ETF Trust

Value: $39.10
Expense Ratio: 0.09%

VOO

55/100 Fit: 75/100

Vanguard S&P 500 ETF

Value: $39.09
Expense Ratio: N/A

VTI

51/100 Fit: 75/100

Vanguard Total Stock Market ETF

Value: $39.06
Expense Ratio: 3.00%

SGOV

55/100 Fit: 75/100

iShares 0-3 Month Treasury Bond ETF

Value: $38.01
Expense Ratio: 9.00%

QQQ

55/100 Fit: 75/100

Invesco QQQ Trust Series I

Value: $37.56
Expense Ratio: 0.20%

🎯 Portfolio Allocation Gaps

Current vs Target Allocations

US Stocks Target: 65.0%
Current: 153.3% -88.3% (Over $200,901)
International Target: 25.0%
Current: 0.0% +25.0% (Need $56,880)
Bonds Target: 15.0%
Current: 0.0% +15.0% (Need $34,090)
💡
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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🧮 Portfolio Simulator

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