Tomato Tree Taxable

Распределение активов

Позиция	Категория/Сектор	Целевая доля
LMT Lockheed Martin Corporation	Industrials	5.03%
MCK McKesson Corporation	Healthcare	4.91%
STX Seagate Technology plc	Technology	4.54%
CAH Cardinal Health, Inc.	Healthcare	4.20%
STRL Sterling Construction Company, Inc.	Industrials	4.16%
ADSK Autodesk, Inc.	Technology	4.07%
T AT&T Inc.	Communication Services	3.89%
MSFT Microsoft Corporation	Technology	3.73%
BRO Brown & Brown, Inc.	Financial Services	3.71%
ABBV AbbVie Inc.	Healthcare	3.66%
VTI Vanguard Total Stock Market ETF	Large Cap Blend Equities	3.55%
VEA Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	3.50%
VYM Vanguard High Dividend Yield ETF	Dividend	3.39%
IRM Iron Mountain Incorporated	Real Estate	3.23%
LOW Lowe's Companies, Inc.	Consumer Cyclical	3.15%
AJG Arthur J. Gallagher & Co.	Financial Services	3.11%
WMB The Williams Companies, Inc.	Energy	3.10%
MDT Medtronic plc	Healthcare	3.08%
MSI Motorola Solutions, Inc.	Technology	2.88%
LRCX Lam Research Corporation	Technology	2.72%
GD General Dynamics Corporation		2.69%
VNQ Vanguard Real Estate ETF	REIT	2.59%
CNQ Canadian Natural Resources Limited	Energy	2.57%
RTX RTX Corporation	Industrials	2.55%
HUM Humana Inc.	Healthcare	2.48%
ANSS		2.36%
VLO Valero Energy Corporation	Energy	2.18%
AB AllianceBernstein Holding L.P.	Financial Services	2.14%
WPC W. P. Carey Inc.	Real Estate	1.66%
AEM Agnico Eagle Mines Limited	Basic Materials	1.50%
BCE BCE Inc.	Communication Services	1.42%
BAESY BAE Systems PLC	Industrials	1.03%
ALSN Allison Transmission Holdings, Inc.	Consumer Cyclical	0.70%
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF	Volatility Hedged Equity	0.52%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

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portfolio-optimization-cta-description

Open Portfolio Optimizer

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