NYSE ARCA | ETF
The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap IndexSM composed of large- and mid-capitalizationU. S. equities.
The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index.
The underlying index measures the performance of stocks issued by large-mid capitalization companies that have exhibited similar "growth" and "value" characteristics, as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 6.65% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 6.24% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 5.93% |
| BRK | Berkshire Hathaway Inc Class B | null | null | 4.13% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 3.70% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.35% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 1.99% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 1.84% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.78% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 1.61% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 1.44% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.32% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.18% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 1.01% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 1.01% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 0.99% |
| MA | Mastercard Inc | Financial Services | Credit Services | 0.81% |
| COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 0.79% |
| HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 0.77% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 0.77% |