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Toroso Investments, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VTICommon628,089-60,954138,356,000-2,278,0004.07  Hist 06/30/2023
Apple Inc. AAPLCommon566,513-8,985109,730,00014,830,0003.23  Hist 06/30/2023
World Gold Trust GLDMETF2,854,019-378,451108,710,000-17,712,0003.20  Hist 06/30/2023
MICROSOFT CORP MSFTCommon280,21826,67895,414,00022,318,0002.800.00 Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon2,164,966-89,07188,093,000-2,970,0002.59  Hist 06/30/2023
Tesla, Inc. TSLACOM272,55654,96571,347,00026,206,0002.10  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD1,240,551-82,68557,291,000-2,479,0001.68  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK140,257140,25757,124,00057,124,0001.68  Hist 06/30/2023
AMAZON COM INC AMZNCommon437,553145,83957,047,00026,916,0001.68  Hist 06/30/2023
NVIDIA CORP NVDACommon103,141-5,25143,631,00013,523,0001.280.00 Hist 06/30/2023
iSHARES TRUST IVVCommon86,40785,78738,512,00038,257,0001.13  Hist 06/30/2023
Alphabet Inc. GOOGLCOM321,72730,54538,511,0008,307,0001.13  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon346,254-5,15437,136,000-1,399,0001.090.01 Hist 06/30/2023
OVERSTOCK.COM, INC OSTKCommon903,897903,89729,439,00029,439,0000.872.00 Hist 06/30/2023
Meta Platforms, Inc. FBCommon96,734-1,63827,761,0006,912,0000.82  Hist 06/30/2023
MICROSTRATEGY Inc MSTRCl A78,66476,61026,936,00026,336,0000.79  Hist 06/30/2023
Coinbase Global, Inc. COINCOM CL A334,56722,00023,938,0002,817,0000.70  Hist 06/30/2023
MARATHON DIGITAL HOLDINGS, INC. MARACOM1,687,6051,687,60523,390,00023,390,0000.691.01 Hist 06/30/2023
ADVANCED MICRO DEVICES INC AMDCommon203,76360,77323,210,0009,195,0000.680.01 Hist 06/30/2023
CHEVRON CORP CVXCommon147,3845,34423,191,00016,0000.680.01 Hist 06/30/2023
BHP Group Ltd BHPSPONSORED ADS385,00310,22522,973,000-792,0000.68  Hist 06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP IBMCommon170,335135,86622,792,00018,273,0000.67  Hist 06/30/2023
VISA INC. VCL A95,45341,11222,668,00010,416,0000.67  Hist 06/30/2023
Accenture plc ACNCOM71,772-90422,147,0001,375,0000.650.01 Hist 06/30/2023
Broadcom Ltd AVGOCOM24,9014,08121,600,0008,243,0000.63  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon118,8004,47719,664,0001,944,0000.58  Hist 06/30/2023
Mastercard Inc MACL A48,99318,59519,269,0008,222,0000.57  Hist 06/30/2023
PayPal Holdings, Inc. PYPLCOM277,208248,57718,498,00016,324,0000.54  Hist 06/30/2023
CISCO SYSTEMS, INC. CSCOCommon356,46920,82818,444,000898,0000.540.01 Hist 06/30/2023
Alphabet Inc. GOOGCOM151,242-6,32818,296,0001,909,0000.54  Hist 06/30/2023
Block, Inc. SQCommon261,98428,02917,440,0001,379,0000.51  Hist 06/30/2023
ORACLE CORP ORCLCommon144,97789,96917,265,00012,154,0000.510.01 Hist 06/30/2023
Riot Platforms, Inc. RIOTCOMMON1,453,3531,453,35317,178,00017,178,0000.500.83 Hist 06/30/2023
CLEANSPARK, INC. CLSKStock3,891,990688,98616,697,0007,793,0000.493.45 Hist 06/30/2023
ADOBE INC. ADBECommon33,03213,06416,153,0008,458,0000.470.01 Hist 06/30/2023
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