The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
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Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 5.47 | 54.4 Mil | Technology |
Microsoft Corp | 5.44 | 54.2 Mil | Technology |
Alphabet Inc Class A | 4.78 | 47.6 Mil | Communication Services |
Meta Platforms Inc Class A | 3.94 | 39.2 Mil | Communication Services |
NVIDIA Corp | 3.24 | 32.3 Mil | Technology |
Amazon.com Inc | 3.18 | 31.6 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 2.63 | 26.2 Mil | Financial Services |
Exxon Mobil Corp | 2.15 | 21.4 Mil | Energy |
Berkshire Hathaway Inc Class B | 1.81 | 18.1 Mil | Financial Services |
Bank of America Corp | 1.49 | 14.9 Mil | Financial Services |