NYSE ARCA | ETF
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index.
The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly tradedU. S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | Technology | Consumer Electronics | 5.22% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 4.09% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 3.84% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 2.59% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 2.59% |
| VZ | Verizon Communications Inc | Communication Services | Telecom Services | 2.58% |
| T | AT&T Inc | Communication Services | Telecom Services | 2.53% |
| MRK | Merck & Company Inc | Healthcare | Drug Manufacturers - General | 2.52% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 2.11% |
| C | Citigroup Inc. | Financial Services | Banks - Diversified | 2.05% |
| CSCO | Cisco Systems Inc | Technology | Communication Equipment | 1.63% |
| BMY | Bristol-Myers Squibb Company | Healthcare | Drug Manufacturers - General | 1.62% |
| GM | General Motors Company | Consumer Cyclical | Auto Manufacturers | 1.59% |
| ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.48% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 1.26% |
| AMAT | Applied Materials Inc | Technology | Semiconductor Equipment & Materials | 1.22% |
| CMCSA | Comcast Corp | Communication Services | Telecom Services | 1.21% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 1.08% |
| QCOM | Qualcomm Incorporated | Technology | Semiconductors | 1.06% |
| IBM | International Business Machines | Technology | Information Technology Services | 1.05% |