Holdings by Type

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As of October 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
UNH UnitedHealth Group Inc 3.72% 542.98 0.68%
IWD iShares Russell 1000 Value ETF 3.43% 153.90 -0.04%
BRK.B Berkshire Hathaway Inc 2.67% 305.89 -0.61%
PG Procter & Gamble Co 2.45% 150.22 0.63%
CVX Chevron Corp 2.25% 172.53 0.30%
PFE Pfizer Inc 2.22% 50.25 1.09%
XOM Exxon Mobil Corp 2.08% 103.71 -0.16%
AVGO Broadcom Inc 1.87% 518.91 -1.31%
TXN Texas Instruments Inc 1.71% 173.76 -0.33%
AMGN Amgen Inc 1.69% 285.85 0.90%
CSCO Cisco Systems Inc 1.62% 48.17 -0.86%
LMT Lockheed Martin Corp 1.61% 481.35 -0.55%
UNP Union Pacific Corp 1.60% 212.26 0.53%
MDT Medtronic PLC 1.53% 76.91 -0.22%
JNJ Johnson & Johnson 1.47% 177.22 0.64%
ELV Elevance Health Inc 1.45% 530.19 0.34%
PM Philip Morris International Inc 1.41% 101.85 0.22%
CVS CVS Health Corp 1.38% 102.33 1.13%
MMM 3M Co 1.33% 126.33 1.40%
C Citigroup Inc 1.29% 44.66 -0.71%
UPS United Parcel Service Inc 1.23% 174.61 -0.28%
PSX Phillips 66 1.23% 103.04 -0.04%
T AT&T Inc 1.14% 19.29 0.63%
KMB Kimberly-Clark Corp 1.13% 136.72 0.52%
USB U.S. Bancorp 1.12% 43.54 1.40%
As of October 31, 2022