🎯 ETF Intelligence

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

📊 Current ETF Holdings

Total ETF Value: $160,502.79 77.3% of portfolio

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $38,420.72
Expense Ratio: 6.00%

SPYM

55/100 Fit: 75/100

State Street SPDR Portfolio S&P 500 ETF

Value: $33,803.13
Expense Ratio: 2.00%

SPMO

51/100 Fit: 75/100

Invesco S&P 500® Momentum ETF

Value: $31,423.02
Expense Ratio: 13.00%

QQQM

51/100 Fit: 75/100

Invesco NASDAQ 100 ETF

Value: $28,116.31
Expense Ratio: 0.15%

VXUS

51/100 Fit: 75/100

Vanguard Total International Stock ETF

Value: $13,800.61
Expense Ratio: 5.00%

SCHD

55/100 Fit: 75/100

Schwab US Dividend Equity ETF

Value: $7,531.20
Expense Ratio: 6.00%

VXUS

51/100 Fit: 75/100

Vanguard Total International Stock ETF

Value: $4,238.00
Expense Ratio: 5.00%

BTC

51/100 Fit: 75/100

Grayscale Bitcoin Mini Trust ETF

Value: $3,169.80
Expense Ratio: 15.00%

🎯 Portfolio Allocation Gaps

Current vs Target Allocations

US Stocks Target: 65.0%
Current: 119.5% -54.5% (Over $113,083)
International Target: 25.0%
Current: 0.0% +25.0% (Need $51,879)
Bonds Target: 15.0%
Current: 0.0% +15.0% (Need $31,127)
💡
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

📋 ETF Watchlist

ETFs you're tracking

Your watchlist is empty.

Add ETFs from recommendations or the explorer to track them.

🔍 ETF Explorer

Search and filter ETFs from our database

🧮 Portfolio Simulator

See how adding an ETF would affect your portfolio allocations