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 |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 6.51% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 6.30% |
| AAPL | Apple Inc | Technology | Consumer Electronics | 5.77% |
| BRK | Berkshire Hathaway Inc Class B | 4.13% | ||
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 3.72% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.76% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 2.23% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 1.83% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 1.82% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 1.70% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.63% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.41% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 1.19% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.14% |
| NFLX | Netflix Inc | Communication Services | Entertainment | 0.98% |
| MA | Mastercard Inc | Financial Services | Credit Services | 0.89% |
| COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 0.89% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 0.85% |
| WMT | Walmart Inc | Consumer Defensive | Discount Stores | 0.82% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 0.74% |