The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Alpha Architect 1-3 Month Box ETF BOXX
Morningstar’s Analysis BOXX
Will BOXX outperform in future?
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 199.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Option On Spdr® S&P 500 Etf Trust Sep24 | 132.55 | 4.1 Bil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 56.31 | 1.8 Bil | — |
Option On Spdr® S&P 500 Etf Trust Sep24 | 7.31 | 228.0 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 3.06 | 95.6 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.61 | 18.9 Mil | — |
Spy 09/20/2024 1.01 C | 0.12 | 3.9 Mil | — |
Spy 09/20/2024 1001.01 P | 0.11 | 3.4 Mil | — |
First American Government Obligs X | 0.11 | 3.3 Mil | Cash and Equivalents |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.03 | 1.0 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.00 | 830 | — |