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 | 6.78% |
MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 6.31% |
NVDA | NVIDIA Corporation | Technology | Semiconductors | 5.78% |
BRK | Berkshire Hathaway Inc Class B | null | null | 4.13% |
AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 4.09% |
META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.54% |
TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 2.49% |
GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 2.14% |
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 | 1.53% |
JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.27% |
LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.23% |
V | Visa Inc. Class A | Financial Services | Credit Services | 0.99% |
XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 0.90% |
UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 0.83% |
COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 0.81% |
MA | Mastercard Inc | Financial Services | Credit Services | 0.81% |
WMT | Walmart Inc | Consumer Defensive | Discount Stores | 0.77% |
HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 0.76% |