UX Wealth Marketplace — Complete Strategy Guide

Ai Alpha (Formerly MyStockDNA)

9 Strategies0.49% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
UMAi Conservative	$50,000	Core	Conservative	AI
UMAi Conservative ETFs	$10,000	Other	Conservative	AI
UMAi Moderate ETFs	$10,000	Other	Moderate	AI
UMAi Moderate with Leveraged ETFs	$50,000	Core	Moderate	AI
UMAi Moderate	$50,000	Core	Moderate	AI
UMAi Growth ETFs	$10,000	Other	Growth	AI
UMAi Aggressive with Leveraged ETFs	$50,000	Tactical	Growth	AI
UMAi Growth with Leveraged ETFs	$50,000	Core	Growth	AI
UMAi Growth	$50,000	Core	Growth	AI

Ai Funds

9 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Ai Core 40	$10,000	Core	Conservative	AI
Ai Core 50	$10,000	Core	Moderate	AI
Ai Core 60	$10,000	Core	Moderate	AI
Ai Core 70	$10,000	Core	Growth	AI
Ai Core 80	$10,000	Core	Growth	AI
Ai-TaxO	$50,000	Core	Growth	AI TAX
Ai SPAI	$5,000	Core	Aggressive	AI
Ai Unconstrained 100+	$10,000	Satellite	Aggressive	AI
Ai QQAI	$5,000	Core	Aggressive	AI
Ai DJAI	$5,000	Core	Aggressive	AI

BX Partners

3 Strategies0.39% Mgmt Fee

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

BlackRock

6 Strategies0.00% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile
BlackRock Target Allocation ETF 0/100	$10,000	Core	Conservative
BlackRock Target Allocation ETF 20/80	$10,000	Core	Conservative
BlackRock Target Allocation ETF 40/60	$10,000	Core	Conservative
BlackRock Target Allocation ETF 60/40	$10,000	Core	Moderate
BlackRock Target Allocation ETF 80/20	$10,000	Core	Growth
BlackRock Target Allocation ETF 100/0	$10,000	Core	Aggressive

Global Macro Asset Management

2 Strategies0.55% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Global Macro Asset Compact DI US Large Cap	$50,000	Core	Conservative
Global Macro Asset Compact DI Innovation & Technology	$50,000	Satellite	Growth

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	$25,000	Core	Growth	AI
Qraft Enhanced 80/20 Tilt	$25,000	Core	Aggressive	AI

Reppond Investments

1 Strategy0.40% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Reppond Sector Rotation	$2,000	Tactical	Moderate

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	$15,000	Factor	Growth	AI
STRATxAI Quant Equity Leaders - Alpha	$15,000	Factor	Aggressive	AI

Scarecrow Trading

2 Strategies0.60% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Scarecrow - Crow Chaser	$5,000	Tactical	Growth
Scarecrow - High 5	$5,000	Tactical	Growth

StockSnips

2 Strategies0.45% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
StockSnips AI Monthly Multi-factor All Cap 30	$75,000	Satellite	Growth	AI
StockSnips AI Weekly All Cap	$75,000	Satellite	Growth	AI

Stonebridge Capital Advisors

3 Strategies0.60% Mgmt Fee

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

Thor Financial Technologies

13 Strategies0.00% – 0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Thor Diversified Bond	$5,000	Core	Conservative
Thor Dollar ALT	$5,000	Core	Moderate
Thor Low Volatility Index (THLV)	$1,000	Core	Moderate
THOR Defined Outcome - July	$75,000	—	Growth
Thor SDQ Rotation Index (THIR)	$0	Core	Growth
Thor Low Volatility SDQ	$5,000	Core	Growth
Thor International	$5,000	Factor	Growth
Thor NextGen ETF	$25,000	Satellite	Aggressive
Thor ESG 100	$5,000	Core	Aggressive	ESG
Thor NextGen Stock	$50,000	Core	Aggressive
Thor All Asset	$5,000	Core	Aggressive
Thor Levered Index	$5,000	Tactical	Aggressive
Thor Sector 100	$25,000	Core	Aggressive

Vanguard

12 Strategies0.00% Mgmt Fee

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

iShares

3 Strategies0.00% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Minimum Balance Conservative	$1,000	Core	Conservative	TAX
Minimum Balance Moderate	$1,000	Core	Moderate	TAX
Minimum Balance Growth	$1,000	Core	Growth	TAX

Blended Strategies

11 Strategies0.39% Mgmt Fee

Strategy	Min Investment	Category	Risk Profile	Flags
Ai Funds Blended Conservative	$75,000	Core	Conservative	AI
UX Blend Active Conservative	$100,000	—	Conservative
Ai Funds Blended Moderate	$75,000	Core	Moderate	AI
UX Blend Active Moderate	$100,000	—	Moderate
Ai Funds Blended Growth	$75,000	Core	Growth	AI
UX Blend Active Low Minimum	$10,000	Other	Growth
UX Blend Active Growth	$100,000	—	Growth
Ai Funds Blended Aggressive	$75,000	Core	Aggressive	AI
THOR Blend Moderate	$20,000	—	—
THOR Blend Growth	$20,000	—	—
THOR Blend All Equity	$20,000	—	—

Manager & Strategy Marketplace