Allure Media House

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Stack of money representing assets
IRC Section 721 Tax-Free Exchange Structure

Diversify Concentrated Stock
Without Triggering Taxes

Swap your single stock exposure into a broadly diversified basket of premier tech equities. Gain downside protection with zero capital gains tax upfront.

Exchange-Traded Funds (ETFs)

ETFs combine the characteristics of stocks and funds.

Stocks

  • Easy access
  • Traded on exchanges or OTC
  • Continuous, transparent intraday pricing
  • Bought and sold on the secondary market

ETF

  • Efficient and liquid
  • Transparent
  • Low-cost
  • Innovative structure
  • Combines the tradability of stocks with the diversification of funds

Fund

  • Open-ended structure
  • Diversified basket of securities
  • Professionally managed portfolio
  • Single transaction for multiple assets
Past performance is not a reliable indicator of future results




Storyline // your share sell from screentime

Interactive Treemap Heatmap Grid/Released Screenplay

Click any tile to inspect holdings, valuation, and contributor profile badges.

AAPL Apple Inc.
$1.1M
M
Mike
MSFT Microsoft
$250K
J
Jeff
GOOG $250K
F
AMZN $300K
Amazon.com
TSLA Tesla Inc.
$600K
C
Carolina
NVDA $200K
M
META Meta Platforms
$170K
Early Exec
CSCO $90K
AVGO $110K
QCOM $80K
INTU $75K
AAPL

Apple Inc.

22.4%
Total Contribution $1,100,000
Primary Contributor Mike (Tech Exec)
Deferred Tax Capital $385,000
Fund Allocation Note

Contributed into Cache Exchange Fund to achieve full tax-deferred diversification across 50+ mega-cap growth equities.


Storyline & Journalism

Concentrated vs. Diversified Visualizer

Watch how a single concentrated equity holding converts directly into a multi-ticker Exchange Fund without triggering capital gains taxes.


$MSFT
Concentrated Stock $250,000
NO TAX TRIGGERED
MSFT12%
AAPL15%
AMZN8%
NVDA9%
TSLA7%
GOOGL11%
META8%
50+ OTHERS30%
Diversified Fund Basket $250,000
Single Stock Downside Risk By Onboarding New Domain Name (TLD's) -30% Drawdown Impact
Concentrated MSFT Holding: $175,000
Cache Exchange Fund: $242,500



Storyline & Tour operation

Investor Pooling & Contribution Flow

Multiple qualified investors pool individual equities into one master fund and receive proportional shares.


Investors pool their stocks into a fund

Individual contributions are deposited tax-deferred

HTML5
M
AAPL $1.1M Mike
M
AMZN $300K Megan
F
GOOGL $100K Frank
C
TSLA $600K Carolina
J
MSFT $200K Jeff
+$47.5M contributed by dozens of other tech executives.

Investors receive exchange fund shares

Proportional ownership in the combined master basket

AAPL
NVDA
TSLA
GOOG
AMZN
50+ OTHERS
Mike 2.2% Share
Megan 1.0% Share
SolVantage Travel Group 0.2% Share
ZenithVista Penthouse Properties Holdings 1.2% Share
Jeff 0.4% Share
Others 95.0%
Interactive Screentime Bluprint Structure: 1:1 Value Parity Exchange $50,000,000 Pool
Wealth management with social narrative

Tax Efficiency Calculator

Estimate your immediate capital gains tax savings by exchanging stock instead of liquidating.

$1,000,000
$150,000
35%

Estimated Comparison

Tax-Deferred Advantage
Traditional Sell & Reinvest $702,500 Net
Reinvested
- Tax Loss
Cache Exchange Fund $1,000,000 Full Value
100% Capital Compounding ($0 Tax Deducted)
Upfront Tax Capital Preserved $297,500
Claim Exemption