LLII ETF

LLII ETF
$23.83
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Fund Essentials - as of Dec 31, 2025

Net Assets
$4M
Expense Ratio
0.99%
Dividend Yield (Current)
24.42%
Holdings
11
Inception Date
Nov 4, 2025
Fund Family
REX Shares
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Weekly

Performance

YTD-1.08%

Asset Allocation

Stocks: 12.15%
Bonds: 90.14%
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Top Holdings

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TickerNameWeight
B 0 01/15/26Treasury Bill 0% Jan 15, 202683.31%
LLYEli Lilly & Co.12.11%
FGXXXFirst American Government Obligations Fund6.55%
-Square 4.55 45142 2023-08-04-0.03%
-Fannie Mae Pool #Bx8625 5.00% 4/1/2053-2.25%
Top 10 Concentration: 99.69%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
24.42%
Frequency
Weekly
Latest Distribution
$0.18
Apr 7, 2026
12M Distributions
21 payments
Total: $4.19

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

LLII ETF Overview

LLII ETF (REX LLY Growth & Income ETF) is managed by REX Shares with $4.5M in net assets. LLII expense ratio is 0.99%, holding 11 positions across sectors including Financials, Health Care. Inception date: 2025-11-04.

LLII performance shows a YTD return of -1.08%.. LLII dividend yield stands at 24.42%, paid weekly.

LLII top holdings include Treasury Bill 0% Jan 15, 2026 (83.3%), Eli Lilly & Co. (12.1%), First American Government Obligations Fund (6.5%), Square 4.55 45142 2023-08-04 (-0.0%), Fannie Mae Pool #Bx8625 5.00% 4/1/2053 (-2.3%). Go to all LLII holdings, LLII sectors, or LLII dividends.

LLII can be compared against other funds. Use LLII overlap to find shared positions, or LLII vs another fund for a side-by-side view. LLII alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+15.59%
YTD
-1.08%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (99.7% of portfolio)

#TickerNameSectorWeight
1B 0 01/15/26Treasury Bill 0% Jan 15, 2026Financials83.31%
2LLYEli Lilly & Co.Health Care12.11%
3FGXXXFirst American Government Obligations FundFinancials6.55%
4-Square 4.55 45142 2023-08-04Other-0.03%
5-Fannie Mae Pool #Bx8625 5.00% 4/1/2053Other-2.25%