3 5 and 10 year total return steady growth

Распределение активов

Позиция	Категория/Сектор	Целевая доля
MFG Mizuho Financial Group, Inc.	Financial Services	9%
AIRR First Trust RBA American Industrial Renaissance ETF	Building & Construction	9%
PH Parker-Hannifin Corporation	Industrials	9%
SNEX StoneX Group Inc.	Financial Services	9%
WMT Walmart Inc.	Consumer Defensive	9%
EUFN iShares MSCI Europe Financials ETF	Financials Equities	3.06%
ABBV AbbVie Inc.	Healthcare	3.06%
RTX RTX Corporation	Industrials	3.06%
MAIN Main Street Capital Corporation	Financial Services	3.06%
RDVY First Trust Rising Dividend Achievers ETF	Large Cap Blend Equities, Dividend	3.06%
SPMO Invesco S&P 500 Momentum ETF	Momentum, S&P 500	3.06%
AVDV Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	3.06%
ELP		3.06%
QQQM Invesco NASDAQ 100 ETF	Nasdaq-100	3.06%
ALL The Allstate Corporation	Financial Services	3.06%
ESPO VanEck Vectors Video Gaming and eSports ETF	Large Cap Growth Equities, Technology Equities, Gaming	3.06%
EWO iShares MSCI Austria ETF	Europe Equities	3.06%
ADI Analog Devices, Inc.	Technology	3.06%
LVHI Franklin International Low Volatility High Dividend Index ETF	Volatility Hedged Equity, Dividend	3.06%
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	3.06%
KBWP Invesco KBW Property & Casualty Insurance ETF	Financials Equities	3.06%
ATO Atmos Energy Corporation	Utilities	3.06%
LIN Linde plc	Basic Materials	3.06%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

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Open Portfolio Optimizer

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