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MFUL · Mindful Conservative ETF ETF

Collaborative Investment Series Trust

SEC fund profile
$22.56 -0.14% At close · Sep 4
Net assets $6,723,407
Holdings15
1 month
+0.09%
Year to date
+3.77%
52-week range
$20.89–$22.65
30-session avg volume
267

Market performance

Adjusted close · up to five years

Since Nov 2021

Fund profile

Structure
Open-end / ETF
SEC series
S000072879
Report date
Jun 30, 2026
Holdings coverage
Full reported portfolio

Portfolio concentration

Top 10 holdings75.22%

Calculated only when the SEC filing is stored with complete portfolio coverage.

Asset allocation

No breakdown is stored.

Country allocation

US95.35%

Portfolio holdings

Latest linked SEC Form NPORT-P report.

Export CSV
HoldingValueWeight
WisdomTree Floating Rate Treasury Fund$884,54913.16%
State Street SPDR Bloomberg 1-3 Month T-Bill ETF$692,43210.30%
iShares Core 60/40 Balanced Allocation ETF$635,8569.46%
Schwab US Large-Cap Value ETF$618,2269.20%
Ishares Short Duration Bond Active ETF$553,7148.24%
State Street SPDR Bloomberg Convertible Sec ETF$375,5375.59%
State Street SPDR SSGA Multi-Asset Real Return ETF$335,2304.99%
ProShares S&P 500 Dividend Aristocrats ETF$328,2554.88%
Vanguard Mega Cap Value Index Fund$325,2664.84%
State Street SPDR SSGA Income Allocation ETF$308,5724.59%
iShares 5-10 Yr Investment Grade Corporate Bd ETF$298,6564.44%
Capital Group Core Balanced ETF$284,5864.23%
WisdomTree Yield Enhanced US Aggregate Bond Fund$269,1854.00%
PIMCO Multisector Bond Active ETF$259,9233.87%
WisdomTree US High Dividend Fund$240,6713.58%