NYSE ARCA | ETF
The fund will normally invest at least 80% of assets in common stocks included in the S&P 500® Index, which is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to representU. S. equity performance.
The adviser will generally utilizing a research-driven approach identifying long-term drivers of stock returns that may include, but are not limited to, valuation, growth, quality, and other factors.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | Technology | Consumer Electronics | 7.09% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 6.39% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 5.71% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 4.21% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 2.65% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.62% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 2.31% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 2.01% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.75% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.74% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 1.65% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 1.46% |
| NFLX | Netflix Inc | Communication Services | Entertainment | 1.38% |
| MA | Mastercard Inc | Financial Services | Credit Services | 1.32% |
| HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 1.26% |
| ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.15% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.09% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 1.04% |
| PM | Philip Morris International Inc | Consumer Defensive | Tobacco | 1.03% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 1.00% |