bhargav krishna
64 posts

bhargav krishna
@ybbkrishna
wanna be jack of all! 🏗 Builder @usecache 💰 Building a brokerage to manage large stock positions. 🚀 Diversify using exchange funds without a large tax bill















Today, we’re announcing one of the biggest upgrades to the exchange fund in over 70 years. Cache is launching an S&P 500 Exchange Fund that combines two powerful ideas in tax-efficient investing: ➕ Diversify without incurring taxes (Exchange Fund) ➕ Rebalance without incurring taxes (ETF) We call this innovation Index Sync, and it will change how investors manage large stock positions. Now, Cache Exchange Funds offer: ✅ Multiple benchmarks: S&P 500, S&P 500 Growth, Nasdaq-100 ✅ Greater capacity (for in-demand stocks) ✅ Tighter benchmark tracking goals ✅ Onboarding every two weeks ✅ Receive diversified ETF 💰All at lower fees, from 0.40% - 0.95% We’ve grown to $400M+ in assets in a year, trusted by well-known leaders in tech and finance. Why? Because traditional exchange funds have remained static, hard to access, unpredictable capacity, and outdated processes, while charging high fees. Investors deserve better, and we made it our mission to build a modern brokerage for your large stock positions. If you are sitting on a concentrated stock position or advising someone who does, this S&P 500 Cache Exchange Fund is built with you in mind. 👉 Take a deeper look: usecache.com/product/sp-500… Proud to partner with @alphaarchitect to make the magic happen. #taxefficientinvesting #exchangefunds #etfs #equitycomp #financialplanning #wealthmanagement #innovation -- Important Disclosures: Cache Advisors is an SEC-registered investment adviser to the Cache Exchange Funds, with $400M in gross AUM as of April 30, 2025. “Index Sync” refers to our strategy of making indirect investments in broad market-based ETFs sponsored by third parties instead of directly holding only contributed securities. Cache may partner with unaffiliated firms (such as ETF sponsors) for research, product development, or distribution; all investment decisions remain solely ours. Investments are accepted only from qualified investors who complete the confidential offering documents. Cache and Alpha Architect are independent companies. Cache offers no tax or legal advice, does not consider individual investor objectives, and makes no investment recommendations. For additional information and important disclosures, please visit our website.




















