Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ADP Automatic Data Processing, Inc. | Industrials | 7.14% |
CRM salesforce.com, inc. | Technology | 7.14% |
DGRO iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 7.14% |
FANG Diamondback Energy, Inc. | Energy | 7.14% |
IEMG iShares Core MSCI Emerging Markets ETF | Emerging Markets Diversified | 7.14% |
IWM iShares Russell 2000 ETF | Small Cap Blend Equities | 7.14% |
LMT Lockheed Martin Corporation | Industrials | 7.14% |
NESN | 7.14% | |
NESN.SW Nestlé S.A. | Consumer Defensive | 7.14% |
QCOM QUALCOMM Incorporated | Technology | 7.14% |
QQQ Invesco QQQ ETF | Large Cap Growth Equities | 7.14% |
STXS Stereotaxis, Inc. | Healthcare | 7.14% |
WMT Walmart Inc. | Consumer Defensive | 7.14% |
XOM Exxon Mobil Corporation | Energy | 7.14% |
Ticker
Every 3 months
We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: NESN.