MACROVIEW INVESTMENT MANAGEMENT LLC

PrivateCIK: 1551727

Location

BETHESDA, MD

Positions

$144.01M

Total AUM (reported)

2.21M

Total Shares

Allocation by class

COM$19.86M13.8%

TR UNIT$8.65M6.0%

US EQTY BUFR MAR$7.27M5.0%

PHYSICAL GOLD TR$7.07M4.9%

MSCI EAFE ETF$6.25M4.3%

US LCAP GR ETF$6.18M4.3%

CORE S&P MCP ETF$5.11M3.5%

Portfolio Concentration

Top 3$22.98M16.0%

4–10$36.81M25.6%

11–25$40.47M28.1%

Rest$43.75M30.4%

Top 3 weight

16.0%

Top 10 weight

41.5%

Voting Authority Distribution

Total shares with voting rights: 2.21M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.21M

% of voting shares100.0%

Investment Discretion (by position count)

Sole99

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings99

Rows:

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares13.30K

TypeSH

Market value$8.65M

6.01%

Sole

0.00

Shared

0.00

None

13.30K

INNOVATOR ETFS TRUST

SOLE

US EQTY BUFR MAR

Shares138.45K

TypeSH

Market value$7.27M

5.05%

Sole

0.00

Shared

0.00

None

138.45K

SPROTT ASSET MANAGEMENT LP

SOLE

PHYSICAL GOLD TR

Shares199.40K

TypeSH

Market value$7.07M

4.91%

Sole

0.00

Shared

0.00

None

199.40K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares64.32K

TypeSH

Market value$6.25M

4.34%

Sole

0.00

Shared

0.00

None

64.32K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares212.15K

TypeSH

Market value$6.18M

4.29%

Sole

0.00

Shared

0.00

None

212.15K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares75.61K

TypeSH

Market value$5.11M

3.55%

Sole

0.00

Shared

0.00

None

75.61K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares7.63K

TypeSH

Market value$4.98M

3.46%

Sole

0.00

Shared

0.00

None

7.63K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares39.41K

TypeSH

Market value$4.90M

3.40%

Sole

0.00

Shared

0.00

None

39.41K

SPDR GOLD TR

SOLE

GOLD SHS

Shares11.04K

TypeSH

Market value$4.75M

3.30%

Sole

0.00

Shared

0.00

None

11.04K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares8.05K

TypeSH

Market value$4.64M

3.22%

Sole

0.00

Shared

0.00

None

8.05K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares50.59K

TypeSH

Market value$4.58M

3.18%

Sole

0.00

Shared

0.00

None

50.59K

HOME DEPOT INC

SOLE

COM

Shares11.11K

TypeSH

Market value$3.66M

2.54%

Sole

0.00

Shared

0.00

None

11.11K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares18.11K

TypeSH

Market value$3.47M

2.41%

Sole

0.00

Shared

0.00

None

18.11K

APPLE INC

SOLE

COM

Shares13.33K

TypeSH

Market value$3.38M

2.35%

Sole

0.00

Shared

0.00

None

13.33K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares51.61K

TypeSH

Market value$2.60M

1.81%

Sole

0.00

Shared

0.00

None

51.61K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares84.20K

TypeSH

Market value$2.58M

1.79%

Sole

0.00

Shared

0.00

None

84.20K

JANUS DETROIT STR TR

SOLE

HENDERSON MTG

Shares56.56K

TypeSH

Market value$2.56M

1.77%

Sole

0.00

Shared

0.00

None

56.56K

PUTNAM ETF TRUST

SOLE

FOCUSED LAR CAP

Shares54.72K

TypeSH

Market value$2.54M

1.76%

Sole

0.00

Shared

0.00

None

54.72K

MICROSOFT CORP

SOLE

COM

Shares6.72K

TypeSH

Market value$2.49M

1.73%

Sole

0.00

Shared

0.00

None

6.72K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares23.58K

TypeSH

Market value$2.37M

1.65%

Sole

0.00

Shared

0.00

None

23.58K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares43.71K

TypeSH

Market value$2.18M

1.52%

Sole

0.00

Shared

0.00

None

43.71K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares14.93K

TypeSH

Market value$2.11M

1.47%

Sole

0.00

Shared

0.00

None

14.93K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares19.04K

TypeSH

Market value$2.02M

1.40%

Sole

0.00

Shared

0.00

None

19.04K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares40.59K

TypeSH

Market value$1.98M

1.38%

Sole

0.00

Shared

0.00

None

40.59K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares22.01K

TypeSH

Market value$1.94M

1.35%

Sole

0.00

Shared

0.00

None

22.01K

Issuer	Class	Shares	Type	Value / Portfolio %	None
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	13.30K	SH	$8.65M 6.01%	13.30K
INNOVATOR ETFS TRUSTSOLE	US EQTY BUFR MAR	138.45K	SH	$7.27M 5.05%	138.45K
SPROTT ASSET MANAGEMENT LPSOLE	PHYSICAL GOLD TR	199.40K	SH	$7.07M 4.91%	199.40K
ISHARES TRSOLE	MSCI EAFE ETF	64.32K	SH	$6.25M 4.34%	64.32K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	212.15K	SH	$6.18M 4.29%	212.15K
ISHARES TRSOLE	CORE S&P MCP ETF	75.61K	SH	$5.11M 3.55%	75.61K
ISHARES TRSOLE	CORE S&P500 ETF	7.63K	SH	$4.98M 3.46%	7.63K
ISHARES TRSOLE	CORE S&P SCP ETF	39.41K	SH	$4.90M 3.40%	39.41K
SPDR GOLD TRSOLE	GOLD SHS	11.04K	SH	$4.75M 3.30%	11.04K
INVESCO QQQ TRSOLE	UNIT SER 1	8.05K	SH	$4.64M 3.22%	8.05K
ISHARES TRSOLE	CORE MSCI EAFE	50.59K	SH	$4.58M 3.18%	50.59K
HOME DEPOT INCSOLE	COM	11.11K	SH	$3.66M 2.54%	11.11K
ISHARES TRSOLE	MSCI USA QLT FCT	18.11K	SH	$3.47M 2.41%	18.11K
APPLE INCSOLE	COM	13.33K	SH	$3.38M 2.35%	13.33K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	51.61K	SH	$2.60M 1.81%	51.61K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	84.20K	SH	$2.58M 1.79%	84.20K
JANUS DETROIT STR TRSOLE	HENDERSON MTG	56.56K	SH	$2.56M 1.77%	56.56K
PUTNAM ETF TRUSTSOLE	FOCUSED LAR CAP	54.72K	SH	$2.54M 1.76%	54.72K
MICROSOFT CORPSOLE	COM	6.72K	SH	$2.49M 1.73%	6.72K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	23.58K	SH	$2.37M 1.65%	23.58K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	43.71K	SH	$2.18M 1.52%	43.71K
ISHARES TRSOLE	ESG AWR MSCI USA	14.93K	SH	$2.11M 1.47%	14.93K
PROSHARES TRSOLE	S&P 500 DV ARIST	19.04K	SH	$2.02M 1.40%	19.04K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	40.59K	SH	$1.98M 1.38%	40.59K
ISHARES GOLD TRSOLE	ISHARES NEW	22.01K	SH	$1.94M 1.35%	22.01K

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