Morningstar’s Analysis QUSA
There is no Morningstar’s Analysis data available.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
OTHER ASSETS AND LIABILITIES | 6.79 | 1M | — |
Caterpillar Inc | 5.66 | 1M | Industrials |
Apple Inc | 5.49 | 1M | Technology |
NVIDIA Corp | 5.36 | 1M | Technology |
Broadcom Inc | 5.14 | 1M | Technology |
Berkshire Hathaway Inc Class B | 5.06 | 1M | Financial Services |
Microsoft Corp | 4.63 | 985,471 | Technology |
Costco Wholesale Corp | 4.41 | 938,240 | Consumer Defensive |
Walmart Inc | 4.35 | 924,298 | Consumer Defensive |
Eli Lilly and Co | 4.29 | 911,641 | Healthcare |