MACROVIEW INVESTMENT MANAGEMENT LLC
107 holdingsFiling period: 2026-06-30Current AUM: $165.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 14.3K | $10.7M | $10.8M | 6.55% | +979 | 2026-06-30 |
| 2 | BMAR | INNOVATOR ETFS TRUST | 138.3K | $8.0M | $8.1M | 4.91% | -125 | 2026-06-30 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 223.9K | $7.6M | $7.8M | 4.75% | +11.8K | 2026-06-30 |
| 4 | EFA | ISHARES TR | 67.6K | $7.0M | $7.1M | 4.31% | +3.3K | 2026-06-30 |
| 5 | QQQ | INVESCO QQQ TR | 8.5K | $6.3M | $6.0M | 3.63% | +453 | 2026-06-30 |
| 6 | IJR | ISHARES TR | 40.8K | $6.0M | $5.7M | 3.46% | +1.3K | 2026-06-30 |
| 7 | IJH | ISHARES TR | 78.2K | $6.0M | $5.7M | 3.47% | +2.5K | 2026-06-30 |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | 197.4K | $6.0M | $6.4M | 3.88% | -1,965 | 2026-06-30 |
| 9 | IVV | ISHARES TR | 7.7K | $5.8M | $5.8M | 3.54% | +67 | 2026-06-30 |
| 10 | IEFA | ISHARES TR | 51.9K | $5.0M | $5.1M | 3.09% | +1.3K | 2026-06-30 |
| 11 | QUAL | ISHARES TR | 18.6K | $4.1M | $4.1M | 2.46% | +492 | 2026-06-30 |
| 12 | HD | HOME DEPOT INC | 11.2K | $3.9M | $3.4M | 2.07% | +49 | 2026-06-30 |
| 13 | AAPL | APPLE INC | 13.2K | $3.8M | $4.4M | 2.65% | -137 | 2026-06-30 |
| 14 | PVAL | PUTNAM ETF TRUST | 60.5K | $3.1M | $3.3M | 1.97% | +5.8K | 2026-06-30 |
| 15 | SCHD | SCHWAB STRATEGIC TR | 91.7K | $2.9M | $3.1M | 1.91% | +7.5K | 2026-06-30 |
| 16 | JAAA | JANUS DETROIT STR TR | 53.5K | $2.7M | $2.7M | 1.64% | +1.9K | 2026-06-30 |
| 17 | JMBS | JANUS DETROIT STR TR | 57.2K | $2.6M | $2.5M | 1.50% | +684 | 2026-06-30 |
| 18 | MINT | PIMCO ETF TR | 24.7K | $2.5M | $2.5M | 1.51% | +1.1K | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 6.6K | $2.5M | $3.3M | 1.99% | -100 | 2026-06-30 |
| 20 | ESGU | ISHARES TR | 14.9K | $2.4M | $2.5M | 1.49% | +6 | 2026-06-30 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | 11.0K | $2.3M | $2.3M | 1.42% | +1.7K | 2026-06-30 |
| 22 | VTIP | VANGUARD MALVERN FDS | 46.3K | $2.3M | $2.3M | 1.39% | +2.6K | 2026-06-30 |
| 23 | NOBL | PROSHARES TR | 40.4K | $2.3M | $2.3M | 1.38% | +21.3K | 2026-06-30 |
| 24 | GLDM | WORLD GOLD TR | 28.0K | $2.2M | $2.4M | 1.44% | -- | 2026-06-30 |
| 25 | VNLA | JANUS DETROIT STR TR | 42.5K | $2.1M | $2.1M | 1.26% | +2.0K | 2026-06-30 |
← Scroll →
Page 1 of 5