NYSE ARCA | ETF
The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time.
The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | Technology | Consumer Electronics | 4.78% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 4.21% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 3.75% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 3.16% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 2.84% |
| XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 2.76% |
| V | Visa Inc. Class A | Financial Services | Credit Services | 2.32% |
| MA | Mastercard Inc | Financial Services | Credit Services | 2.15% |
| PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 2.15% |
| HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 2.12% |
| COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 2.06% |
| JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 2.05% |
| WMT | Walmart Inc | Consumer Defensive | Discount Stores | 1.85% |
| ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.84% |
| MRK | Merck & Company Inc | Healthcare | Drug Manufacturers - General | 1.51% |
| KO | The Coca-Cola Company | Consumer Defensive | Beverages - Non-Alcoholic | 1.47% |
| ORCL | Oracle Corporation | Technology | Software - Infrastructure | 1.43% |
| BAC | Bank of America Corp | Financial Services | Banks - Diversified | 1.41% |
| LIN | Linde PLC | Basic Materials | Chemicals | 1.32% |
| PEP | PepsiCo Inc | Consumer Defensive | Beverages - Non-Alcoholic | 1.23% |