Holdings by Type

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As of November 30, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 7.75% 154.73 1.98%
MSFT Microsoft Corp 6.74% 267.25 4.08%
AMZN Amazon.com Inc 3.67% 101.01 -1.15%
GOOG Alphabet Inc 3.29% 106.87 3.29%
TSLA Tesla Inc 2.45% 196.97 1.13%
WFC Wells Fargo & Co 2.44% 48.36 1.43%
JPM JPMorgan Chase & Co 2.32% 144.06 1.51%
TRV The Travelers Companies Inc 2.20% 187.96 1.06%
XOM Exxon Mobil Corp 2.17% 114.65 2.61%
BSX Boston Scientific Corp 2.13% 47.74 0.18%
MA Mastercard Inc 2.11% 372.41 -0.15%
DHR Danaher Corp 2.11% 262.67 -0.41%
UNH UnitedHealth Group Inc 2.08% 473.40 -0.39%
NVDA NVIDIA Corp 1.94% 219.25 3.96%
LLY Eli Lilly and Co 1.83% 336.84 -0.24%
ZEGA AstraZeneca PLC ADR 1.66% -- --
CRM Salesforce Inc 1.61% 170.55 0.89%
VRTX Vertex Pharmaceuticals Inc 1.60% 305.52 0.21%
META Meta Platforms Inc 1.43% 192.29 3.35%
-- Fidelity U S Money Mkt Invt Tr 1.39% -- --
KO Coca-Cola Co 1.39% 60.13 -0.07%
LOW Lowe's Companies Inc 1.36% 213.50 -1.10%
NOW ServiceNow Inc 1.31% 462.25 1.54%
COST Costco Wholesale Corp 1.25% 515.10 -0.10%
CSX CSX Corp 1.24% 32.27 0.69%
As of September 30, 2022