NYSE ARCA | 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 |
|---|---|---|---|---|
| SPTS | SPDR Barclays Short Term Treasury | 7.47% | ||
| AGG | iShares Core U.S. Aggregate Bond ETF | 6.40% | ||
| AVGO | Broadcom Inc | Technology | Semiconductors | 4.49% |
| AGG | iShares Trust - iShares Core U.S. Aggregate Bond ETF | 4.40% | ||
| T | AT&T Inc | Communication Services | Telecom Services | 4.33% |
| AMD | Advanced Micro Devices Inc | Technology | Semiconductors | 4.01% |
| ADI | Analog Devices Inc | Technology | Semiconductors | 3.89% |
| LOW | Lowe's Companies Inc | Consumer Cyclical | Home Improvement Retail | 3.70% |
| CVX | Chevron Corp | Energy | Oil & Gas Integrated | 3.68% |
| BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 3.67% |
| TJX | The TJX Companies Inc | Consumer Cyclical | Apparel Retail | 3.66% |
| SCHW | Charles Schwab Corp | Financial Services | Capital Markets | 3.64% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 3.62% |
| MCD | McDonald’s Corporation | Consumer Cyclical | Restaurants | 3.60% |
| KO | The Coca-Cola Company | Consumer Defensive | Beverages - Non-Alcoholic | 3.59% |
| INTC | Intel Corporation | Technology | Semiconductors | 3.59% |
| COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 3.58% |
| RTX | Raytheon Technologies Corp | Industrials | Aerospace & Defense | 3.58% |
| AZN | AstraZeneca PLC | Healthcare | Drug Manufacturers - General | 3.57% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 3.56% |