The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Strive 500 ETF STRV
Morningstar’s Analysis STRV
Will STRV 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 33.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.95 | 40.5 Mil | Technology |
Microsoft Corp | 6.83 | 39.8 Mil | Technology |
NVIDIA Corp | 5.93 | 34.6 Mil | Technology |
Amazon.com Inc | 3.65 | 21.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.18 | 12.7 Mil | Communication Services |
Alphabet Inc Class A | 2.16 | 12.6 Mil | Communication Services |
Alphabet Inc Class C | 1.82 | 10.6 Mil | Communication Services |
Eli Lilly and Co | 1.54 | 9.0 Mil | Healthcare |
Broadcom Inc | 1.48 | 8.6 Mil | Technology |
Tesla Inc | 1.35 | 7.9 Mil | Consumer Cyclical |