AMPC 6BM Z7 Version 10-26-2023

Распределение активов

Позиция	Категория/Сектор	Целевая доля
USD=X USD Cash		10.20%
SPY State Street SPDR S&P 500 ETF	S&P 500	10.10%
AAPL Apple Inc	Technology	8.50%
IWM iShares Russell 2000 ETF	Small Cap Blend Equities	7.50%
MSFT Microsoft Corporation	Technology	7.40%
VUG Vanguard Growth ETF	Large Cap Growth Equities	6.80%
XLE State Street Energy Select Sector SPDR ETF	Energy Equities	6%
DTD WisdomTree U.S. Total Dividend Fund	Large Cap Value Equities, Dividend	5.60%
VTV Vanguard Value ETF	Large Cap Value Equities	5.60%
CVX Chevron Corporation	Energy	5%
IWB iShares Russell 1000 ETF	Large Cap Blend Equities	5%
EFA iShares MSCI EAFE ETF	Foreign Large Cap Equities	4.50%
GOOGL Alphabet Inc. Class A	Communication Services	3.40%
APA Apache Corporation	Energy	3.20%
MS Morgan Stanley	Financial Services	2.30%
UNH UnitedHealth Group Incorporated	Healthcare	0.50%
AZO AutoZone, Inc.	Consumer Cyclical	0.30%
CDNS Cadence Design Systems, Inc.	Technology	0.30%
CDW CDW Corporation	Technology	0.30%
DHI D.R. Horton, Inc.	Consumer Cyclical	0.30%
LLY Eli Lilly and Company	Healthcare	0.30%
LRCX Lam Research Corporation	Technology	0.30%
PXD		0.30%
ABBV AbbVie Inc.	Healthcare	0.20%
ADBE Adobe Inc	Technology	0.20%
AMGN Amgen Inc.	Healthcare	0.20%
AON Aon plc	Financial Services	0.20%
AVY Avery Dennison Corporation	Industrials	0.20%
BAC Bank of America Corporation	Financial Services	0.20%
COP ConocoPhillips Company	Energy	0.20%
DOV Dover Corporation	Industrials	0.20%
HD The Home Depot, Inc.	Consumer Cyclical	0.20%
JPM JPMorgan Chase & Co.	Financial Services	0.20%
LMT Lockheed Martin Corporation	Industrials	0.20%
MA Mastercard Incorporated	Financial Services	0.20%
MCHP Microchip Technology Incorporated	Technology	0.20%
MDLZ Mondelez International, Inc.	Consumer Defensive	0.20%
META Meta Platforms, Inc.	Communication Services	0.20%
MRK Merck & Co., Inc.	Healthcare	0.20%
PGR The Progressive Corporation	Financial Services	0.20%
PH Parker-Hannifin Corporation	Industrials	0.20%
PKG Packaging Corporation of America	Consumer Cyclical	0.20%
STE STERIS plc	Healthcare	0.20%
TMO Thermo Fisher Scientific Inc.	Healthcare	0.20%
TMUS T-Mobile US, Inc.	Communication Services	0.20%
V Visa Inc.	Financial Services	0.20%
WMT Walmart Inc.	Consumer Defensive	0.20%
ABT Abbott Laboratories	Healthcare	0.10%
AXP American Express Company	Financial Services	0.10%
BNY The Bank of New York Mellon Corporation	Financial Services	0.10%
BMY Bristol-Myers Squibb Company	Healthcare	0.10%
CMCSA Comcast Corporation	Communication Services	0.10%
DFS		0.10%
ES Eversource Energy	Utilities	0.10%
KDP Keurig Dr Pepper Inc.	Consumer Defensive	0.10%
NEE NextEra Energy, Inc.	Utilities	0.10%
NSC Norfolk Southern Corporation	Industrials	0.10%
TXN Texas Instruments Incorporated	Technology	0.10%
WMB The Williams Companies, Inc.	Energy	0.10%
ZBRA Zebra Technologies Corporation	Technology	0.10%
AMT American Tower Corporation	Real Estate	0.10%
PLD Prologis, Inc.	Real Estate	0.10%

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: DFS, PXD.