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 | 4.75% |
AVGO | Broadcom Inc | Technology | Semiconductors | 3.86% |
JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 3.64% |
MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 3.60% |
UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 2.89% |
XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 2.71% |
V | Visa Inc. Class A | Financial Services | Credit Services | 2.59% |
MA | Mastercard Inc | Financial Services | Credit Services | 2.26% |
COST | Costco Wholesale Corp | Consumer Defensive | Discount Stores | 2.21% |
HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 2.19% |
PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 2.17% |
WMT | Walmart Inc | Consumer Defensive | Discount Stores | 2.06% |
JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 1.91% |
ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.66% |
BAC | Bank of America Corp | Financial Services | Banks - Diversified | 1.65% |
ORCL | Oracle Corporation | Technology | Software - Infrastructure | 1.51% |
LIN | Linde PLC | Basic Materials | Chemicals | 1.32% |
MRK | Merck & Company Inc | Healthcare | Drug Manufacturers - General | 1.32% |
KO | The Coca-Cola Company | Consumer Defensive | Beverages - Non-Alcoholic | 1.28% |
CSCO | Cisco Systems Inc | Technology | Communication Equipment | 1.22% |