STRAIGHTLINE GROUP LLC - Portfolio overview

STRAIGHTLINE GROUP LLC has 17 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. XTRE - BONDBLOXX ETF TRUST, 25.66%
2. XMHQ - INVESCO EXCHANGE TRADED FD T, 18.71%
3. GSIE - GOLDMAN SACHS ETF TR, 15.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.