AMPC 6BM Z7

Распределение активов

Позиция	Категория/Сектор	Целевая доля
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%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

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