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 |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 7.16% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 6.45% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 6.42% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 4.05% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.96% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 2.65% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 2.30% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 1.94% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.94% |
| NFLX | Netflix Inc | Communication Services | Entertainment | 1.57% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.51% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 1.41% |
| MA | Mastercard Inc | Financial Services | Credit Services | 1.39% |
| HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 1.21% |
| COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 1.17% |
| ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.09% |
| PM | Philip Morris International Inc | Consumer Defensive | Tobacco | 1.09% |
| CRM | Salesforce.com Inc | Technology | Software - Application | 0.98% |
| DIS | Walt Disney Company | Communication Services | Entertainment | 0.95% |
| WMT | Walmart Inc | Consumer Defensive | Discount Stores | 0.89% |