R13_Retirement, All-weather, Solid companies

Распределение активов

Позиция	Категория/Сектор	Целевая доля
ADM Archer-Daniels-Midland Company	Consumer Defensive	1.50%
AJG Arthur J. Gallagher & Co.	Financial Services	2%
ANSS		2.50%
AVGO Broadcom Inc.	Technology	3%
BAESY BAE Systems PLC	Industrials	2%
BLK BlackRock, Inc.	Financial Services	1.31%
BRO Brown & Brown, Inc.	Financial Services	3%
CNI Canadian National Railway Company	Industrials	1.20%
COST Costco Wholesale Corporation	Consumer Defensive	4%
CTRA Coterra Energy Inc.	Energy	1.50%
DECK Deckers Outdoor Corporation	Consumer Cyclical	3%
DRI Darden Restaurants, Inc.	Consumer Cyclical	1.78%
ENB Enbridge Inc.	Energy	3.74%
EW Edwards Lifesciences Corporation	Healthcare	2%
FICO Fair Isaac Corporation	Technology	1.50%
GD General Dynamics Corporation		2.40%
GIS General Mills, Inc.	Consumer Defensive	4%
LLY Eli Lilly and Company	Healthcare	4%
LMT Lockheed Martin Corporation	Industrials	8.50%
LNG Cheniere Energy, Inc.	Energy	3.70%
MKC McCormick & Company, Incorporated	Consumer Defensive	2%
NEE NextEra Energy, Inc.	Utilities	4%
NVO Novo Nordisk A/S	Healthcare	5%
O Realty Income Corporation	Real Estate	5%
ODFL Old Dominion Freight Line, Inc.	Industrials	2%
STRL Sterling Construction Company, Inc.	Industrials	3%
TDG TransDigm Group Incorporated	Industrials	3.50%
TJX The TJX Companies, Inc.	Consumer Cyclical	3%
TMO Thermo Fisher Scientific Inc.	Healthcare	2.37%
TYL Tyler Technologies, Inc.	Technology	4%
UNH UnitedHealth Group Incorporated	Healthcare	4%
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares	Government Bonds	2.50%
XLK State Street Technology Select Sector SPDR ETF	Technology Equities	3%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

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: ANSS.