Direct Indexing offers several powerful ways to tailor your investment to your specific goals and preferences.
Choose your Index
While the S&P 500® is a common starting point, you can choose from hundreds of other indices, including those focused on specific themes like AI, Financials, Dividends, and more.
Select the number of holdings
You don't have to own every stock in an index. You can choose to invest in only the top 50, 100, or 300 stocks. This choice will affect your minimum investment requirement.
Adjust the weighting
You can decide how the stocks in your portfolio are weighted:
Index Weighting (Default): Follows the official weighting of the chosen index
Market Cap Weighting: Allocates more capital to larger companies
Equal Weighting: Distributes the investment equally across all selected stocks
Select your rebalancing frequency
You can set your portfolio to automatically rebalance at different intervals to stay aligned with your chosen strategy. Options include Monthly, Quarterly, Yearly, or Never (Buy and Hold).
Exclude specific stocks
If there are companies within an index that you don't want to invest in for personal, financial, or ethical reasons, you can exclude them from your portfolio.
Any reference to securities, indexes, or strategies in this communication is for informational and illustrative purposes only, and should not be construed as investment or tax advice.
Investment advisory services for Direct Index Accounts (“DI Accounts”) are provided by Public Advisors LLC, an SEC-registered investment adviser, and brokerage services are provided by Open to the Public Investing, Inc., member FINRA / SIPC. Public Advisors and Public Investing are affiliates, and both charge fees for their respective services. Before investing, consider your investment objectives, all fees and expenses, and any potential conflicts of interest. For more details, see Public Advisors’ Firm Brochure, Form CRS, and Fee Schedule.
Your DI Account’s composition and performance may deviate from the benchmark index due to tracking error, market conditions, the frequency of rebalancing and tax loss harvesting, and any portfolio customizations. Indexes are not available for direct investment; therefore, their performance does not reflect the expenses associated with management of a DI Account. See additional disclosures.
Tax-loss harvesting (“TLH”) occurs whenever your DI Account rebalances or experiences a cash inflow or outflow. In order to opt out of TLH, you must set your rebalancing schedule to “None.” The ability of TLH to reduce tax liability is not guaranteed and will depend on your entire tax and investment profile. The performance of replacement stocks purchased through TLH may be worse than the securities sold, and TLH may cause the composition and performance of your portfolio to deviate from the benchmark index. Learn more about additional TLH risks. Public Advisors does not provide tax advice or assume liability for tax consequences of client transactions.
Any S&P index (“S&P Index”) referenced in this communication is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by Public Holdings. S&P® and S&P 500® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Public Holdings. Public Advisors’ Direct Indexing products are not sponsored or, sold by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of any S&P Index.