UX Wealth Marketplace — Complete Strategy Guide

Ai Alpha (Formerly MyStockDNA)

9 Strategies0.49% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
UMAi Conservative	$117,000	Core	Conservative	AI
UMAi Conservative ETFs	$49,500	Other	Conservative	AI
UMAi Moderate ETFs	$41,500	Other	Moderate	AI
UMAi Moderate with Leveraged ETFs	$235,000	Core	Moderate	AI
UMAi Moderate	$50,000	Core	Moderate	AI
UMAi Growth ETFs	$82,000	Other	Growth	AI
UMAi Aggressive with Leveraged ETFs	$242,000	Tactical	Growth	AI
UMAi Growth with Leveraged ETFs	$235,000	Core	Growth	AI
UMAi Growth	$238,500	Core	Growth	AI

Ai Funds

11 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Ai Core 40	$23,000	Core	Conservative	AI
Ai Core 50	$44,000	Core	Moderate	AI
Ai Core 60	$21,000	Core	Moderate	AI
Ai Core 70	$16,500	Core	Growth	AI
Ai Core 80	$16,500	Core	Growth	AI
Ai-TaxO Q1	$113,500	Core	Growth	AI TAX
Ai-TaxO Q2	$63,000	Core	Growth	AI TAX
Ai SPAI	$3,500	Core	Aggressive	AI
Ai Unconstrained 100+	$14,000	Satellite	Aggressive	AI
Ai QQAI	$3,000	Core	Aggressive	AI
Ai DJAI	$2,500	Core	Aggressive	AI

BX Partners

3 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
BX-Folio Beyond Dynamic Volatility	$1,000	Core	Conservative	QUANT
BX-Dynalogic Sector Rotation	$10,000	Core	Growth	QUANT
BX Fantastic Five	$6,000	Tactical	Growth	QUANT

BlackRock

6 Strategies0.00% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
BlackRock Target Allocation ETF 0/100	$10,000	Core	Conservative	STRATEGIC
BlackRock Target Allocation ETF 20/80	$65,500	Core	Conservative	STRATEGIC
BlackRock Target Allocation ETF 40/60	$51,500	Core	Conservative	STRATEGIC
BlackRock Target Allocation ETF 60/40	$42,500	Core	Moderate	STRATEGIC
BlackRock Target Allocation ETF 80/20	$47,500	Core	Growth	STRATEGIC
BlackRock Target Allocation ETF 100/0	$24,500	Core	Aggressive	STRATEGIC

Global Macro Asset Management

2 Strategies0.55% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Global Macro Asset Compact DI US Large Cap	$107,500	Core	Conservative	DI
Global Macro Asset Compact DI Innovation & Technology	$113,000	Satellite	Growth	DI

iShares

3 Strategies0.00% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Minimum Balance Conservative	$500	Core	Conservative	TAX
Minimum Balance Moderate	$500	Core	Moderate	TAX
Minimum Balance Growth	$500	Core	Growth	TAX

Nationwide / Thor Financial Technologies

4 Strategies0.50% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Nationwide Monument IOVA 30	$15,000	Core	Conservative	TAX
Nationwide Monument IOVA 50	$15,000	Core	Moderate	TAX
Nationwide Monument IOVA 70	$15,000	Core	Growth	TAX
Nationwide Monument IOVA 100	$15,000	Core	Aggressive	TAX

Qraft Technologies

7 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Qraft AI-Powered Dynamic Fixed Income	$25,000	Core	Conservative	AI
Qraft Enhanced 40/60 Tilt	$25,000	Core	Moderate	AI
Qraft AI-Pilot Global Markets Rotation	$25,000	Core	Moderate	AI
Qraft Enhanced All Weather	$25,000	Core	Growth	AI
Qraft Enhanced 60/40 Tilt	$25,000	Core	Growth	AI
Qraft Enhanced Factor Rotation	$14,500	Core	Growth	AI
Qraft Enhanced 80/20 Tilt	$15,000	Core	Aggressive	AI

STRATxAI

3 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
STRATxAI Quant Equity Leaders - Moderate	$15,000	Factor	Moderate	AI
STRATxAI Quant Equity Leaders - Growth	$89,000	Factor	Growth	AI
STRATxAI Quant Equity Leaders - Alpha	$66,500	Factor	Aggressive	AI

Scarecrow Trading

2 Strategies0.60% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Scarecrow - Crow Chaser	$2,500	Tactical	Growth	QUANT
Scarecrow - High 5	$2,500	Tactical	Growth	QUANT

StockSnips

2 Strategies0.45% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
StockSnips AI Monthly Multi-factor All Cap 30	$282,000	Satellite	Growth	AI
StockSnips AI Weekly All Cap	$224,000	Satellite	Growth	AI

Stonebridge Capital Advisors

3 Strategies0.60% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Stonebridge Large Cap Growth	$100,000	Core	Growth
Stonebridge Dividend Income	$100,000	Core	Growth	INCOME
Stonebridge Growth & Income	$100,000	Core	Growth	INCOME

Thor ETFs

2 Strategies0.00% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Thor Low Volatility Index (THLV)	$500	Core	Moderate	ETF
Thor SDQ Rotation Index (THIR)	$500	Core	Growth	ETF

Thor Financial Technologies

12 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Thor Diversified Bond	$7,000	Core	Conservative	QUANT
Thor Dollar ALT	$4,000	Core	Moderate	QUANT
THOR Defined Outcome - July	$4,000	—	Growth	QUANT
Thor Low Volatility SDQ	$23,000	Core	Growth	QUANT
Thor International	$23,000	Factor	Growth	QUANT
Thor NextGen ETF	$11,500	Satellite	Aggressive	QUANT
Thor ESG 100	$5,000	Core	Aggressive	ESG QUANT
Thor NextGen Stock	$500	Core	Aggressive	QUANT
Thor MAG7	$11,000	Satellite	Aggressive	QUANT
Thor All Asset	$11,500	Core	Aggressive	QUANT
Thor Levered Index	$5,500	Tactical	Aggressive	QUANT
Thor Sector 100	$25,000	Core	Aggressive	QUANT

Vanguard

12 Strategies0.00% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Vanguard Income 0/100	$25,000	Core	Conservative	PASSIVE
Vanguard CRSP 30/70	$10,000	Core	Conservative	PASSIVE
Vanguard Income 30/70	$25,000	Core	Conservative	PASSIVE
Vanguard Tax-Efficient 30/70	$25,000	Core	Conservative	TAX PASSIVE
Vanguard CRSP 50/50	$10,000	Core	Moderate	PASSIVE
Vanguard Income 50/50	$25,000	Core	Moderate	PASSIVE
Vanguard Tax-Efficient 50/50	$25,000	Core	Moderate	TAX PASSIVE
Vanguard Income 70/30	$25,000	Core	Growth	PASSIVE
Vanguard CRSP 70/30	$10,000	Core	Growth	PASSIVE
Vanguard Tax-Efficient 70/30	$25,000	Core	Growth	TAX PASSIVE
Vanguard Income 100/0	$25,000	Core	Aggressive	PASSIVE
Vanguard CRSP 100/0	$19,500	Core	Aggressive	PASSIVE

Blended Strategies