Welcome to Cache Welcome to CacheSelect your investor type InvestorYou are an individual or entity investing your own capital. AdvisorYou are a financial intermediary representing clients you manage. Mark sent you an exclusive invite to invest with Cache.When you sign up for Cache using Mark's unique referral link, you both get $100,000 managed free for one year.Got it BackAll in Exchange FundsRecentGuideDavid’s Story: Finding a Better Path Out of a Concentrated PositionDiversify concentrated stock positions with a modern exchange fund. See how David moved beyond Tesla equity and why he chose Cache for a flexible, low-fee path forward.Larry’s Story: Using Exchange Funds to Stay Diversified and In ControlA real investor case study on how exchange funds help reduce concentrated stock risk, improve tax efficiency, and create long-term diversification.Why Exchange Funds Hold Real Estate: The 20% Qualifying Asset Rule, ExplainedDiscover why exchange funds must hold 20% in qualifying real estate under IRS §721 and how Cache uses institutional real estate to support tax-deferred diversification.How Cache Built the Modern Exchange Fund with 99% CorrelationCurious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.From Tesla Rollercoaster to Portfolio Balance: How Cache Transformed One Investor's Wealth StrategyAfter years at a high-growth tech company, David Zhang, a Tesla executive, found himself with a concentrated Tesla position and a growing sense of financial vulnerability. He knew diversification was necessary, but the path to get there wasn’t clear.Eric’s Journey: How Cache Helped Protect Wealth as the Market TurnedRead a real-life case study of a former Tesla executive -- how he used Cache to defer a $388K tax bill—and come out $278K ahead as markets turned volatile.No items found. 12 1 / 21IntroductionWhat is an Exchange Fund?Exchange funds take stocks from multiple investors and pool them into a single fund, giving each investor a stake in the fund. Learn exchange fund requirements and whether they’re right for you.1Performance follows DesignHow Cache Built the Modern Exchange Fund with 99% CorrelationCurious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.2EssentialsHow do exchange funds work? The ultimate guideHow do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here.3ComparisonList of exchange funds — providers and product detailsWho offers exchange funds? And how do these products differ? Learn about the providers and product details.