Morningstar’s Analysis XCHG

There is no Morningstar’s Analysis data available.

Portfolio Holdings XCHG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.44 61M
Technology

Microsoft Corp

6.52 47M
Technology

Apple Inc

5.42 39M
Technology

Amazon.com Inc

4.74 34M
Consumer Cyclical

Alphabet Inc Class C

3.69 27M
Communication Services

Broadcom Inc

2.99 22M
Technology

Meta Platforms Inc Class A

2.97 21M
Communication Services

Visa Inc Class A

2.87 21M
Financial Services

Alphabet Inc Class A

2.19 16M
Communication Services

Charles Schwab Corp

1.61 12M
Financial Services

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