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Return Stacked Balanced Allocation & Systematic Macro Fund | RDMAX

Mutual Fund
Return Stacked Balanced Allocation & Systematic Macro Fund
Last update 2025-06-26 1 Stocks (1 new)
Value $32.00 Mil Turnover 100 %
Countries:
Top Holdings: IVV(100.00%)
Return Stacked Balanced Alloca... Top Holdings of 2025-03-31 View Full List
Ticker
IVV
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
57,523
32,322.2
New Holding
100.000
+100.00%
0.010
+16.68%
+7.37%
623,772.3
 

Return Stacked Balanced Allocation & Systematic Macro Fund's Historical Top Holdings Breakdowns

Return Stacked Balanced Allocation & Systematic Macro Fund's Top Stock Picks View Full List
Ticker
IVV
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
New Buy
New Buy
+100.00%
â—Ź
554.06 ($590.51) 615.85
$628.17
6.38%
New holding
57,523
57,523

Return Stacked Balanced Allocation & Systematic Macro Fund Total Holding History ($B)

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Return Stacked Balanced Allocation & Systematic Macro Fund's Asset Allocation

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Return Stacked Balanced Allocation & Systematic Macro Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Return Stacked Balanced Allocation & Systematic Macro Fund's Hypothetical Growth since 2025-03-31

Return Stacked Balanced Allocation & Systematic Macro Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Return Stacked Balanced Allocation & Systematic Macro Fund's Holdings Heat Map

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Return Stacked Balanced Allocation & Systematic Macro Fund's Holdings Bubble Chart

Return Stacked Balanced Allocation & Systematic Macro Fund News

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