NYSE ARCA | ETF
The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of largeU. S. companies.
The advisor 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 |
---|---|---|---|---|
AVGO | Broadcom Inc | Technology | Semiconductors | 3.46% |
BRK-B | Berkshire Hathaway Inc | Financial Services | Insurance - Diversified | 3.05% |
JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 2.84% |
XOM | Exxon Mobil Corp | Energy | Oil & Gas Integrated | 2.47% |
UNH | UnitedHealth Group Incorporated | Healthcare | Healthcare Plans | 2.47% |
JNJ | Johnson & Johnson | Healthcare | Drug Manufacturers - General | 1.77% |
PG | Procter & Gamble Company | Consumer Defensive | Household & Personal Products | 1.76% |
HD | Home Depot Inc | Consumer Cyclical | Home Improvement Retail | 1.70% |
ABBV | AbbVie Inc | Healthcare | Drug Manufacturers - General | 1.52% |
WMT | Walmart Inc | Consumer Defensive | Discount Stores | 1.42% |
MRK | Merck & Company Inc | Healthcare | Drug Manufacturers - General | 1.33% |
CVX | Chevron Corp | Energy | Oil & Gas Integrated | 1.31% |
BAC | Bank of America Corp | Financial Services | Banks - Diversified | 1.25% |
KO | The Coca-Cola Company | Consumer Defensive | Beverages - Non-Alcoholic | 1.20% |
PEP | PepsiCo Inc | Consumer Defensive | Beverages - Non-Alcoholic | 1.10% |
TMO | Thermo Fisher Scientific Inc | Healthcare | Diagnostics & Research | 1.09% |
ORCL | Oracle Corporation | Technology | Software - Infrastructure | 1.07% |
WFC | Wells Fargo & Company | Financial Services | Banks - Diversified | 0.96% |
QCOM | Qualcomm Incorporated | Technology | Semiconductors | 0.94% |
DHR | Danaher Corporation | Healthcare | Diagnostics & Research | 0.86% |