The portfolio maintains a cost advantage over competitors, priced within the least expensive 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 32.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.72 | 48.5 Mil | Technology |
Alphabet Inc Class A | 4.78 | 40.5 Mil | Communication Services |
Apple Inc | 4.49 | 38.1 Mil | Technology |
Meta Platforms Inc Class A | 3.68 | 31.2 Mil | Communication Services |
Amazon.com Inc | 3.21 | 27.2 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 2.70 | 22.9 Mil | Financial Services |
NVIDIA Corp | 2.54 | 21.6 Mil | Technology |
Exxon Mobil Corp | 2.11 | 17.9 Mil | Energy |
Berkshire Hathaway Inc Class B | 1.80 | 15.2 Mil | Financial Services |
Bank of America Corp | 1.54 | 13.1 Mil | Financial Services |