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AMPC 6BM Z7
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


1 position 1.80%SPY 10.40%AAPL 9.20%MSFT 7.80%IWM 7.80%VUG 7.30%VTV 5.60%IWB 5.20%61 positions 44.90%CurrencyCurrencyEquityEquity
PositionCategory/SectorTarget Weight
SPY
State Street SPDR S&P 500 ETF
S&P 500
10.40%
AAPL
Apple Inc
Technology
9.20%
MSFT
Microsoft Corporation
Technology
7.80%
IWM
iShares Russell 2000 ETF
Small Cap Blend Equities
7.80%
VUG
Vanguard Growth ETF
Large Cap Growth Equities
7.30%
VTV
Vanguard Value ETF
Large Cap Value Equities
5.60%
IWB
iShares Russell 1000 ETF
Large Cap Blend Equities
5.20%
CVX
Chevron Corporation
Energy
4.30%
XLE
State Street Energy Select Sector SPDR ETF
Energy Equities
4%
DTD
WisdomTree U.S. Total Dividend Fund
Large Cap Value Equities, Dividend
4%
GOOGL
Alphabet Inc. Class A
Communication Services
3.50%
EFA
iShares MSCI EAFE ETF
Foreign Large Cap Equities
3%
APA
Apache Corporation
Energy
2.50%
MS
Morgan Stanley
Financial Services
2.40%
USD=X
USD Cash
1.80%
NVDA
NVIDIA Corporation
Technology
1%
MSI
Motorola Solutions, Inc.
Technology
1%
COST
Costco Wholesale Corporation
Consumer Defensive
1%
CSCO
Cisco Systems, Inc.
Technology
1%
INTC
Intel Corporation
Technology
1%
ZS
Zscaler, Inc.
Technology
1%
NFLX
Netflix, Inc.
Communication Services
1%
ZTS
Zoetis Inc.
Healthcare
1%
DELL
Dell Technologies Inc.
Technology
1%
CRM
Salesforce, Inc.
Technology
1%
AMAT
Applied Materials, Inc.
Technology
1%
PWR
Quanta Services, Inc.
Industrials
1%
SYK
Stryker Corporation
Healthcare
1%
UNH
UnitedHealth Group Incorporated
Healthcare
0.50%
LLY
Eli Lilly and Company
Healthcare
0.30%
CDNS
Cadence Design Systems, Inc.
Technology
0.30%
LRCX
Lam Research Corporation
Technology
0.30%
CDW
CDW Corporation
Technology
0.30%
AZO
AutoZone, Inc.
Consumer Cyclical
0.30%
DHI
D.R. Horton, Inc.
Consumer Cyclical
0.30%
PH
Parker-Hannifin Corporation
Industrials
0.30%
TMO
Thermo Fisher Scientific Inc.
Healthcare
0.20%
ADBE
Adobe Inc
Technology
0.20%
HD
The Home Depot, Inc.
Consumer Cyclical
0.20%
TMUS
T-Mobile US, Inc.
Communication Services
0.20%
PGR
The Progressive Corporation
Financial Services
0.20%
ABBV
AbbVie Inc.
Healthcare
0.20%
LMT
Lockheed Martin Corporation
Industrials
0.20%
V
Visa Inc.
Financial Services
0.20%
MA
Mastercard Incorporated
Financial Services
0.20%
META
Meta Platforms, Inc.
Communication Services
0.20%
MRK
Merck & Co., Inc.
Healthcare
0.20%
AMGN
Amgen Inc.
Healthcare
0.20%
JPM
JPMorgan Chase & Co.
Financial Services
0.20%
MDLZ
Mondelez International, Inc.
Consumer Defensive
0.20%
WMT
Walmart Inc.
Consumer Defensive
0.20%
AON
Aon plc
Financial Services
0.20%
AVY
Avery Dennison Corporation
Industrials
0.20%
BNY
The Bank of New York Mellon Corporation
Financial Services
0.20%
DOV
Dover Corporation
Industrials
0.20%
MCHP
Microchip Technology Incorporated
Technology
0.20%
PKG
Packaging Corporation of America
Consumer Cyclical
0.20%
PXD
0.20%
STE
STERIS plc
Healthcare
0.20%
COP
ConocoPhillips Company
Energy
0.10%
ABT
Abbott Laboratories
Healthcare
0.10%
WMB
The Williams Companies, Inc.
Energy
0.10%
DFS
0.10%
NSC
Norfolk Southern Corporation
Industrials
0.10%
ZBRA
Zebra Technologies Corporation
Technology
0.10%
AMT
American Tower Corporation
Real Estate
0.10%
AXP
American Express Company
Financial Services
0.10%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive
0.10%
PLD
Prologis, Inc.
Real Estate
0.10%

S&P 500 Index

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