NYSE | ETF
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily, under normal market conditions, in common stocks ofU. S. growth companies.
It invests for the long-term, meaning the fund may hold securities in its portfolio with market capitalizations that have increased or decreased in value from the time of purchase.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| AGG | iShares Trust - iShares Core U.S. Aggregate Bond ETF | 25.20% | ||
| SST_old | SPDR Blmbg Barclays ST Treasury ETF | Industrials | Specialty Business Services | 10.49% |
| SPTS | SPDR Barclays Short Term Treasury | 7.47% | ||
| AGG | iShares Core U.S. Aggregate Bond ETF | 6.40% | ||
| MCD | McDonald’s Corporation | Consumer Cyclical | Restaurants | 4.94% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 4.82% |
| TMUS | T-Mobile US Inc | Communication Services | Telecom Services | 4.77% |
| T | AT&T Inc | Communication Services | Telecom Services | 4.33% |
| MU | Micron Technology Inc | Technology | Semiconductors | 4.06% |
| VZ | Verizon Communications Inc | Communication Services | Telecom Services | 3.91% |
| ADI | Analog Devices Inc | Technology | Semiconductors | 3.89% |
| PEP | PepsiCo Inc | Consumer Defensive | Beverages - Non-Alcoholic | 3.78% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 3.72% |
| LOW | Lowe's Companies Inc | Consumer Cyclical | Home Improvement Retail | 3.70% |
| TJX | The TJX Companies Inc | Consumer Cyclical | Apparel Retail | 3.66% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 3.66% |
| MRK | Merck & Company Inc | Healthcare | Drug Manufacturers - General | 3.66% |
| SCHW | Charles Schwab Corp | Financial Services | Capital Markets | 3.64% |
| NFLX | Netflix Inc | Communication Services | Entertainment | 3.62% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 3.61% |