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An ETF of ETFs: TOT Aims to Track Broad Market and ‘Reduce Tax Drag’

An ETF of ETFs: TOT Aims to Track Broad Market and ‘Reduce Tax Drag’

Schwab Network · Schwab Network

September 4, 20255m 30s

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Show Notes

Sofia Massie, CEO of LionShares, brings the case for their debut actively managed ETF, TOT. It tracks the broad market but “reduces tax drag” by aiming to pay “no dividends.” Sofia discusses the founding story and the fund’s top holdings, which are all ETFs themselves.


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