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 | 15.36% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 6.10% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 5.46% |
| BRK | Berkshire Hathaway Inc Class B | 4.13% | ||
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 3.73% |
| DIS | Walt Disney Company | Communication Services | Entertainment | 3.18% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 2.92% |
| HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 2.63% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 2.57% |
| ABT | Abbott Laboratories | Healthcare | Medical Devices | 2.20% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 2.00% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 1.92% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 1.90% |
| NKE | Nike Inc | Consumer Cyclical | Footwear & Accessories | 1.80% |
| TXN | Texas Instruments Incorporated | Technology | Semiconductors | 1.76% |
| ACN | Accenture plc | Technology | Information Technology Services | 1.74% |
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 1.71% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 1.71% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 1.52% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 1.37% |