TREK FINANCIAL, LLC

PrivateCIK: 1768195
Location

SCOTTSDALE, AZ

470
Positions
$1.88B
Total AUM (reported)
51.19M
Total Shares

Allocation by class

TOTAL AUM$1.88B470 positions
COM$344.69M18.3%
STATE STREET TEC$93.00M4.9%
0-3 MNTH TREASRY$65.57M3.5%
SHRT HGH YIELD$41.54M2.2%
SPONSORED ADR$39.44M2.1%
IPATH S&P 500 SH$39.39M2.1%
CORE MSCI EMKT$38.82M2.1%

Portfolio Concentration

Top 310.6%4–1012.2%11–2517.4%Rest59.8%TOP 1022.8%0%100%
Top 3$200.11M10.6%
4–10$229.05M12.2%
11–25$327.86M17.4%
Rest$1.13B59.8%

Top 3 weight

10.6%

Top 10 weight

22.8%

Voting Authority Distribution

Total shares with voting rights: 51.19M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

51.19M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole470
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings470
Rows:

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares699.78K
TypeSH
Market value$93.00M
4.94%
Sole
0.00
Shared
0.00
None
699.78K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares651.39K
TypeSH
Market value$65.57M
3.48%
Sole
0.00
Shared
0.00
None
651.39K

PROSHARES TR

SOLE
SHRT HGH YIELD
Shares2.68M
TypeSH
Market value$41.54M
2.20%
Sole
0.00
Shared
0.00
None
2.68M

BARCLAYS BANK PLC

SOLE
IPATH S&P 500 SH
Shares1.10M
TypeSH
Market value$39.39M
2.09%
Sole
0.00
Shared
0.00
None
1.10M

ISHARES INC

SOLE
CORE MSCI EMKT
Shares556.49K
TypeSH
Market value$38.82M
2.06%
Sole
0.00
Shared
0.00
None
556.49K

ISHARES TR

SOLE
20 YR TR BD ETF
Shares377.58K
TypeSH
Market value$32.73M
1.74%
Sole
0.00
Shared
0.00
None
377.58K

ISHARES TR

SOLE
CORE UNIVRSL USD
Shares690.75K
TypeSH
Market value$31.91M
1.69%
Sole
0.00
Shared
0.00
None
690.75K

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares269.99K
TypeSH
Market value$29.42M
1.56%
Sole
0.00
Shared
0.00
None
269.99K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares43.48K
TypeSH
Market value$28.40M
1.51%
Sole
0.00
Shared
0.00
None
43.48K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares313.59K
TypeSH
Market value$28.39M
1.51%
Sole
0.00
Shared
0.00
None
313.59K

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares183K
TypeSH
Market value$26.83M
1.42%
Sole
0.00
Shared
0.00
None
183K

APPLE INC

SOLE
COM
Shares102.56K
TypeSH
Market value$26.03M
1.38%
Sole
0.00
Shared
0.00
None
102.56K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares257.90K
TypeSH
Market value$25.60M
1.36%
Sole
0.00
Shared
0.00
None
257.90K

PROSHARES TR

SOLE
K-1 FREE CRD OIL
Shares472.29K
TypeSH
Market value$25.55M
1.36%
Sole
0.00
Shared
0.00
None
472.29K

ISHARES TR

SOLE
S&P 500 VAL ETF
Shares119.95K
TypeSH
Market value$25.33M
1.34%
Sole
0.00
Shared
0.00
None
119.95K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares39.35K
TypeSH
Market value$23.51M
1.25%
Sole
0.00
Shared
0.00
None
39.35K

ISHARES TR

SOLE
S&P 500 GRWT ETF
Shares206.61K
TypeSH
Market value$23.37M
1.24%
Sole
0.00
Shared
0.00
None
206.61K

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares388.47K
TypeSH
Market value$22.60M
1.20%
Sole
0.00
Shared
0.00
None
388.47K

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares412.74K
TypeSH
Market value$20.38M
1.08%
Sole
0.00
Shared
0.00
None
412.74K

VANGUARD BD INDEX FDS

SOLE
LONG TERM BOND
Shares292.12K
TypeSH
Market value$20.09M
1.07%
Sole
0.00
Shared
0.00
None
292.12K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares258.48K
TypeSH
Market value$19.22M
1.02%
Sole
0.00
Shared
0.00
None
258.48K

I-80 GOLD CORP

SOLE
COM
Shares11.72M
TypeSH
Market value$17.81M
0.95%
Sole
0.00
Shared
0.00
None
11.72M

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares158.77K
TypeSH
Market value$17.60M
0.93%
Sole
0.00
Shared
0.00
None
158.77K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares89.50K
TypeSH
Market value$17.46M
0.93%
Sole
0.00
Shared
0.00
None
89.50K

MICROSOFT CORP

SOLE
COM
Shares44.53K
TypeSH
Market value$16.48M
0.87%
Sole
0.00
Shared
0.00
None
44.53K
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