ALTI GLOBAL INC

Stock Holdings
Option Holdings
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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EFA
ISHARES MSCI EAFE ETF
5,797,378-1,565,795-21.27%
Created with Highcharts 10.1.0
$72.3012.42%0.83%473,819,5062025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
6,249,246-390,517-5.88%
Created with Highcharts 10.1.0
$232.029.56%0.41%364,643,5452025-03-31
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
2,542,030+116,017+4.78%
Created with Highcharts 10.1.0
$99.498.13%0.50%310,152,3522025-03-31
SPMD
SPDR(R) PORTFOLIO S&P 400 MID CAP ETF
5,336,965-53,432-0.99%
Created with Highcharts 10.1.0
$44.487.16%2.25%273,145,7252025-03-31
SPY
SPDR S&P 500 ETF
457,699+3,859+0.85%
Created with Highcharts 10.1.0
$446.266.73%0.04%256,800,3152025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
531,912-5,035-0.94%
Created with Highcharts 10.1.0
$222.573.83%0.03%146,190,2132025-03-31
GLD
SPDR GOLD TRUST
469,814+35,290+8.12%
Created with Highcharts 10.1.0
$220.933.55%0.14%135,372,2112025-03-31
XOM
EXXON MOBIL
962,818-62,695-6.11%
Created with Highcharts 10.1.0
$105.503.00%0.02%114,508,2182025-03-31
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
3,019,391-270,840-8.23%
Created with Highcharts 10.1.0
$26.902.97%0.00%113,197,0542025-03-31
EIPX
FT ENERGY INCOME PARTNERS STRATEGY ETF
4,093,723+284,392+7.47%
Created with Highcharts 10.1.0
$22.302.80%0.00%106,641,5652025-03-31
IAU
ISHARES GOLD TRUST
1,548,242+183,798+13.47%
Created with Highcharts 10.1.0
$40.562.39%0.21%91,284,2422025-03-31
TLT
ISHARES 20+ YEAR TREASURY BOND ETF
747,746-155,100-17.18%
Created with Highcharts 10.1.0
$93.091.78%0.13%68,067,2962025-03-31
AAPL
APPLE
283,400-14,400-4.84%
Created with Highcharts 10.1.0
$184.701.65%0.00%62,952,4362025-03-31
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
579,377-72,176-11.08%
Created with Highcharts 10.1.0
$97.511.57%0.52%59,947,7262025-03-31
VOO
VANGUARD 500 INDEX FUND
93,969-8,873-8.63%
Created with Highcharts 10.1.0
$425.701.27%0.01%48,292,0402025-03-31
GOOGL
ALPHABET
249,279-17,967-6.72%
Created with Highcharts 10.1.0
$135.141.01%0.00%38,548,1642025-03-31
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
1,153,300-94,800-7.60%
Created with Highcharts 10.1.0
$30.841.00%0.00%38,203,1302025-03-31
UBER
UBER
504,756-6,341-1.24%
Created with Highcharts 10.1.0
$55.100.96%0.02%36,776,9502025-03-31
MSFT
MICROSOFT
79,396-16,726-17.40%
Created with Highcharts 10.1.0
$368.880.78%0.00%29,805,0632025-03-31
CVX
CHEVRON
165,675-21,274-11.38%
Created with Highcharts 10.1.0
$149.930.73%0.01%27,715,1182025-03-31
MDT
MEDTRONIC
303,193+601+0.20%
Created with Highcharts 10.1.0
$84.480.71%0.02%27,247,1762025-03-31
PLD
PROLOGIS
203,820-1,504-0.73%
Created with Highcharts 10.1.0
$114.090.60%0.02%22,785,4352025-03-31
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
257,549-2,682-1.03%
Created with Highcharts 10.1.0
$73.330.56%0.25%21,448,6602025-03-31
DIS
WALT DISNEY
212,573-968-0.45%
Created with Highcharts 10.1.0
$91.710.55%0.01%20,980,9052025-03-31
BRK.B
BERKSHIRE HATHAWAY
31,282-490-1.54%
Created with Highcharts 10.1.0
$0.000.44%0.00%16,659,6402025-03-31
AMZN
AMAZON
84,349-11,218-11.74%
Created with Highcharts 10.1.0
$145.430.42%0.00%16,048,6212025-03-31
PABU
ISHARES PARIS-ALIGNED CLIMATE MSCI USA ETF
258,511+17,272+7.16%
Created with Highcharts 10.1.0
$62.500.41%0.78%15,490,0122025-03-31
JNJ
JOHNSON & JOHNSON
91,994-15,770-14.63%
Created with Highcharts 10.1.0
$154.110.40%0.00%15,255,7792025-03-31
DVY
ISHARES SELECT DIVIDEND ETF
112,251-50,155-30.88%
Created with Highcharts 10.1.0
$111.390.40%0.08%15,074,1872025-03-31
ESGU
ISHARES ESG AWARE MSCI USA ETF
122,379+1,149+0.95%
Created with Highcharts 10.1.0
$102.730.39%0.12%14,919,0202025-03-31
ORCL
ORACLE
106,518-2,199-2.02%
Created with Highcharts 10.1.0
$107.930.39%0.00%14,892,7512025-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
139,441+13,136+10.40%
Created with Highcharts 10.1.0
$103.970.39%0.04%14,702,6892025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
80,700+4,165+5.44%
Created with Highcharts 10.1.0
$152.050.37%0.02%13,979,3632025-03-31
IVV
ISHARES CORE S&P 500 ETF
24,730-25,303-50.57%
Created with Highcharts 10.1.0
$465.060.36%0.00%13,895,4072025-03-31
IBIT
iShares Bitcoin Trust ETF
284,877+137,132+92.82%
Created with Highcharts 10.1.0
$43.450.35%0.03%13,335,0922025-03-31
GOOG
ALPHABET
84,362-8,395-9.05%
Created with Highcharts 10.1.0
$135.210.35%0.00%13,179,3212025-03-31
QQQ
INVESCO QQQ
28,038+1,539+5.81%
Created with Highcharts 10.1.0
$410.110.35%0.00%13,166,2572025-03-31
IWB
ISHARES RUSSELL 1000 ETF
42,882-898-2.05%
Created with Highcharts 10.1.0
$245.550.34%0.04%13,153,8922025-03-31
IWV
ISHARES RUSSELL 3000 ETF
41,215-4,792-10.42%
Created with Highcharts 10.1.0
$259.340.34%0.09%13,091,4662025-03-31
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
155,653-80,075-33.97%
Created with Highcharts 10.1.0
$70.150.33%0.14%12,715,3142025-03-31
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
109,97000.00%
Created with Highcharts 10.1.0
$89.020.32%0.00%12,116,4952025-03-31
VZ
VERIZON COMMUNICATIONS
266,475+1,770+0.67%
Created with Highcharts 10.1.0
$35.410.32%0.01%12,087,2402025-03-31
WMT
WALMART
134,990-1,498-1.10%
Created with Highcharts 10.1.0
$55.160.31%0.00%11,880,3622025-03-31
CME
CME GROUP
40,212-15,425-27.72%
Created with Highcharts 10.1.0
$211.060.28%0.01%10,666,7792025-03-31
NUMG
NUVEEN ESG MID-CAP GROWTH ETF
247,577-17,393-6.56%
Created with Highcharts 10.1.0
$38.160.28%0.00%10,625,9912025-03-31
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
202,853+68,208+50.66%
Created with Highcharts 10.1.0
$50.370.27%0.00%10,209,5932025-03-31
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
250,694+7,187+2.95%
Created with Highcharts 10.1.0
$34.870.26%0.11%9,950,0222025-03-31
ACWI
ISHARES MSCI ACWI ETF
81,337-1,074-1.30%
Created with Highcharts 10.1.0
$98.030.25%0.00%9,466,7562025-03-31
ABBV
ABBVIE
44,010-17,935-28.95%
Created with Highcharts 10.1.0
$150.810.24%0.00%9,220,5192025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
177,877+33,702+23.38%
Created with Highcharts 10.1.0
$46.880.24%0.01%9,041,4882025-03-31