Growth and Income #2
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
Growth and Income #2
Currency in USD · Last updated May 11, 2025
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
AAPL Apple Inc | Technology | 3.03% |
ACN Accenture plc | Technology | 3.03% |
ADSK Autodesk, Inc. | Technology | 3.03% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 3.03% |
AVNT Avient Corporation | Basic Materials | 3.03% |
CAT Caterpillar Inc. | Industrials | 3.03% |
CCI Crown Castle International Corp. | Real Estate | 3.03% |
CRM salesforce.com, inc. | Technology | 3.03% |
CVX Chevron Corporation | Energy | 3.03% |
DG Dollar General Corporation | Consumer Defensive | 3.03% |
DHR Danaher Corporation | Healthcare | 3.03% |
FISV | 3.03% | |
HAL Halliburton Company | Energy | 3.03% |
HCA HCA Healthcare, Inc. | Healthcare | 3.03% |
HD The Home Depot, Inc. | Consumer Cyclical | 3.03% |
HLT Hilton Worldwide Holdings Inc. | Consumer Cyclical | 3.03% |
JPM JPMorgan Chase & Co. | Financial Services | 3.03% |
LMT Lockheed Martin Corporation | Industrials | 3.03% |
LOW Lowe's Companies, Inc. | Consumer Cyclical | 3.03% |
LPLA LPL Financial Holdings Inc. | Financial Services | 3.03% |
LRCX | 3.03% | |
MAR | 3.03% | |
MCD | 3.03% | |
MCHP | 3.03% | |
MSFT | 3.03% | |
PG | 3.03% | |
RTX | 3.03% | |
SNPS | 3.03% | |
STZ | 3.03% | |
V | 3.03% | |
WMT | 3.03% | |
YUM | 3.03% | |
ZTS | 3.03% |
Every 3 months