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Your at a point were you need torethink how you invest. You can keep in investing in growth index fund (all the fund you listed are growth index funds) like you are now. Growth index fund are very tax efficient. I would suggest investing you money in the taxable account …
For the future I would start investing the money bonds and dividend funds. That way your investment will gradually earn you cash. And over time the passive income from your investments can start taking care of your bills. It takes years to build it but the rewards are with it. …
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Total Off-Exchange Volume: 84415
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 1/15
Capitol Trades
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Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Wells Fargo & Company | 1,792,521 | $24.4 million | 0.0751% | Sep 30, 2025 |
| Morgan Stanley | 483,519 | $6.6 million | 0.0203% | Sep 30, 2025 |
| Advisors Asset Management, Inc. | 420,778 | $5.7 million | 0.0176% | Sep 30, 2025 |
| Guggenheim Capital, LLC | 371,118 | $5.1 million | 0.0155% | Sep 30, 2025 |
| Foundations Investment Advisors, LLC | 370,332 | $5.0 million | 0.0155% | Sep 30, 2025 |
| United Advisor Group, LLC | 351,855 | $4.8 million | 0.0147% | Sep 30, 2025 |
| Invesco Ltd. | 326,194 | $4.4 million | 0.0137% | Sep 30, 2025 |
| AdvisorNet Financial, Inc | 319,133 | $4.3 million | 0.0134% | Sep 30, 2025 |
| Hennion & Walsh Asset Management, Inc. | 264,787 | $3.6 million | 0.0111% | Sep 30, 2025 |
| Janney Montgomery Scott LLC | 234,501 | $3.2 million | 0.0098% | Sep 30, 2025 |

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