Fund Holdings — STRAIGHTLINE GROUP LLC

Total Portfolio Value
$201.12M
Total Bought
$26.35M
Total Sold
$5.12M
Net Transaction
+$21.23M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
VANECK ETF TRUST
REAL ASSETS ETF
0473,126+473,126019,2619.58%+19,261
ISHARES TR818,319911,742+93,42318,90720,92410.40%+2,017
BONDBLOXX ETF TRUST
BLOOMBERG THREE
1,001,8691,042,492+40,62349,81051,61425.66%+1,804
GOLDMAN SACHS ETF TR682,684735,238+52,55430,25031,71115.77%+1,461
INNOVATOR ETFS TRUST
EQUTY DUL DIRCT
010,637+10,63702010.10%+201
SELECT SECTOR SPDR TR
ST STR STAPL ETF
24,91226,400+1,4882,0652,1641.08%+99
SELECT SECTOR SPDR TR
ST STR SVC ETF
18,86919,951+1,0822,2072,2121.10%+5
ALLY FINL INC(ALLY)18,02518,271+2467417170.36%-24
STELLANTIS N.V(STLA)34,67839,442+4,7643382800.14%-58
OSCAR HEALTH INC(OSCR)19,76921,413+1,6443102460.12%-64
FRONTIER GROUP HLDGS INC(ULCC)60,58665,576+4,9903172310.12%-86
SELECT SECTOR SPDR TR
ST STR DISCR ETF
17,21318,357+1,1442,1192,0010.99%-119
SELECT SECTOR SPDR TR
ST STR MATER ETF
37,72834,005-3,7231,8851,6990.84%-186
INTERACTIVE BROKERS GROUP IN(IBKR)13,94013,223-7171,0818870.44%-195
UPWORK INC(UPWK)39,22242,521+3,2998674660.23%-401
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
354,219363,959+9,74038,37637,62218.71%-754
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
1,020,759936,206-84,55333,62428,88514.36%-4,739
Page 1 of 1
STRAIGHTLINE GROUP LLC — 13F Holdings — Q1 2026 | TickerTrail