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 |
|---|---|---|---|---|
| AAPL | Apple Inc | Technology | Consumer Electronics | 6.54% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 6.12% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 6.00% |
| BRK | Berkshire Hathaway Inc Class B | null | null | 4.13% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 4.04% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.51% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 2.24% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 2.16% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 2.05% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.92% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 1.59% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.37% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.09% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 1.04% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 0.93% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 0.88% |
| MA | Mastercard Inc | Financial Services | Credit Services | 0.80% |
| COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 0.79% |
| HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 0.76% |
| WMT | Walmart Inc | Consumer Defensive | Discount Stores | 0.75% |