AMPC 5BM Z4

Распределение активов

Позиция	Категория/Сектор	Целевая доля
XLK State Street Technology Select Sector SPDR ETF	Technology Equities	10%
QQQ Invesco QQQ ETF	Nasdaq-100	10%
AAPL Apple Inc	Technology	5%
MSFT Microsoft Corporation	Technology	5%
IBTE		4.10%
IBTF iShares iBonds Dec 2025 Term Treasury ETF	Government Bonds	4%
IBTG iShares iBonds Dec 2026 Term Treasury ETF	Government Bonds	4%
IBTH iShares iBonds Dec 2027 Term Treasury ETF	Government Bonds	3.90%
IBTI iShares iBonds Dec 2028 Term Treasury ETF	Government Bonds	3.90%
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	Government Bonds	3.80%
IBTK iShares iBonds Dec 2030 Term Treasury ETF	Government Bonds	3.70%
LLY Eli Lilly and Company	Healthcare	3%
UNH UnitedHealth Group Incorporated	Healthcare	3%
MRK Merck & Co., Inc.	Healthcare	2.90%
AMGN Amgen Inc.	Healthcare	2.70%
GILD Gilead Sciences, Inc.	Healthcare	2.70%
XOM Exxon Mobil Corporation	Energy	2.60%
GIS General Mills, Inc.	Consumer Defensive	2.40%
TTE TotalEnergies SE	Energy	2.20%
USD=X USD Cash		2.10%
GOOGL Alphabet Inc. Class A	Communication Services	2%
CSCO Cisco Systems, Inc.	Technology	2%
WMB The Williams Companies, Inc.	Energy	2%
ABBV AbbVie Inc.	Healthcare	1.90%
PM Philip Morris International Inc.	Consumer Defensive	1.90%
KMB Kimberly-Clark Corporation	Consumer Defensive	1.80%
PNC The PNC Financial Services Group, Inc.	Financial Services	1.60%
DLR Digital Realty Trust, Inc.	Real Estate	1.20%
NGG National Grid plc	Utilities	1.10%
VZ Verizon Communications Inc.	Communication Services	1%
SO The Southern Company	Utilities	1%
TRP TC Energy Corporation	Energy	0.80%
TFC Truist Financial Corporation	Financial Services	0.70%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

Этот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: IBTE.