The portfolio maintains a 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 199.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Option On Spdr® S&P 500 Etf Trust Jun24 | 124.61 | 3.4 Bil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 63.34 | 1.7 Bil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 6.39 | 174.7 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 3.43 | 93.7 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.80 | 22.0 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.76 | 20.6 Mil | — |
Option on S&P 500 PR | 0.12 | 3.3 Mil | — |
First American Government Obligs X | 0.01 | 159,637 | Cash and Equivalents |
Option on S&P 500 PR | 0.01 | 142,448 | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 0.00 | −5,511 | — |