| Amount | Holding |
|---|---|
| 5.40% | Microsoft Corp |
| 5.04% | Apple Inc |
| 4.66% | Amazon.com Inc |
| 2.96% | Alphabet Inc A |
| 2.54% | Johnson & Johnson |
| 2.01% | Visa Inc Class A |
| 1.90% | Verizon Communications Inc |
| 1.88% | Facebook Inc A |
| 1.87% | Merck & Co Inc |
| 1.80% | Aon PLC |
Expense Ratio Rating
1 /10
Expense Rating
0 /10
Market Score
8 /10
Category Score
10 /10
Market Size
8 /10
Expenses: 1.74% (Better than 0% of similar funds)
This is a bad choice for a Large Blend US Stocks fund. See why ยป
| Amount | Holding |
|---|---|
| 5.40% | Microsoft Corp |
| 5.04% | Apple Inc |
| 4.66% | Amazon.com Inc |
| 2.96% | Alphabet Inc A |
| 2.54% | Johnson & Johnson |
| 2.01% | Visa Inc Class A |
| 1.90% | Verizon Communications Inc |
| 1.88% | Facebook Inc A |
| 1.87% | Merck & Co Inc |
| 1.80% | Aon PLC |
Minafi - The intersection of FI, minimalism & mindfulness.
Don't miss out on new posts, courses, interactive articles and more!
Join & Get Your First Course Free© 2025 Adam Fortuna
Site Map