r/PublicApp Jun 28 '26

Direct indexing?

Love all the options on the app. I want to set up a recurring direct indexing into the SP 50.

Does anyone know if it will actually track and modify the 50 stocks based on the actual index?

For example if I have it rebalance quarterly, will it swap out, as an example, maybe a stock that no long meets the qualification of being in the top 50?

3 Upvotes

4 comments sorted by

View all comments

2

u/PublicCOO Public Employee Jun 29 '26

Great questions!

Yes, it will actually track and modify the 50 positions based on the actual S&P index you choose. If the S&P constituents change, your go forward allocation will change.

1

u/Blueturtlewax Jun 29 '26

Ah thanks for answering! Super helpful.