NASDAQ | ETF
The investment seeks capital appreciation.
The fund is an actively managed exchange-traded fund (ETF) and, under normal conditions, will invest at least 80% of its net assets (plus borrowings for investment purposes), directly or indirectly through mutual funds and ETFs, in the equity and fixed income securities of ecologically-focused companies and/or green bonds.
It may also invest up to 20% of its net assets in cash and cash equivalents includingU. S. government securities.
The fund may invest in domestic and foreign securities of companies of any market capitalization.
Top 10 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| SHY | iShares 1-3 Year Treasury Bond ETF | 30.81% | ||
| SUSA | iShares MSCI USA ESG Select | 5.13% | ||
| EXPD | Expeditors International of Washington Inc | Industrials | Integrated Freight & Logistics | 3.37% |
| INTU | Intuit Inc | Technology | Software - Application | 3.24% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 3.22% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 3.17% |
| XLNX | Xilinx Inc | Technology | Semiconductors | 3.17% |
| EW | Edwards Lifesciences Corp | Healthcare | Medical Devices | 3.09% |
| CL | Colgate-Palmolive Company | Consumer Defensive | Household & Personal Products | 2.98% |
| MTD | Mettler-Toledo International Inc | Healthcare | Diagnostics & Research | 2.40% |