Index Performance
+6.69%
HFCI
+8.96%
TMLARGE
+6.35%
VTI
Overview
Description
I analyze financials of companies and assess their risk to go bankrupt or have significant losses in the next 5 years. The index is then weighted based on the financial solidity of the companies in it. Geopolitics is taken under consideration when assessing risk.
- TickerHFCI
- Inception Date03/18/2024
- WeightingCustom
- # of holdings110
What's inside?
Holdings
All holdings as of December 3, 2025
CSV download
| Alphabet, Inc. (GOOGL) | 1.96% | $3.86T | 16.21% | 59.66% | 7.55 |
| Apple, Inc. (AAPL) | 1.81% | $4.20T | 6.43% | 46.91% | 9.35 |
| Berkshire Hathaway, Inc. (BRK/B) | 1.59% | $1.09T | 2.13% | 24.62% | 2.30 |
| Merck & Co., Inc. (MRK) | 1.58% | $253.84B | 2.80% | 75.59% | 3.64 |
| L'Oréal SA (LRLCY) | 1.55% | $229.52B | 5.65% | 74.18% | 4.13 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.54% | $365.78B | -1.71% | 67.03% | 4.09 |
| Johnson & Johnson (JNJ) | 1.45% | $494.70B | 6.77% | 69.72% | 5.03 |
| Roche Holding AG (RO) | 1.45% | $313.60B | 3.03% | 73.51% | 3.97 |
| Microsoft Corp. (MSFT) | 1.44% | $3.55T | 18.43% | 69.05% | 13.22 |
| Bellway Plc (BWY) | 1.44% | $4.31B | 16.91% | 16.42% | 1.18 |
| Morgan Stanley (MS) | 1.36% | $276.09B | 13.88% | N/A | 6.09 |
| Nestlé SA (NESN) | 1.35% | $247.97B | -1.77% | 46.72% | 2.75 |
| Pfizer Inc. (PFE) | 1.35% | $145.38B | -5.92% | 67.15% | 2.91 |
| Novartis AG (NOVN) | 1.34% | $255.41B | 0.19% | 74.58% | 4.60 |
| Allianz SE (ALV) | 1.32% | $161.45B | 43.59% | N/A | N/A |
| PepsiCo, Inc. (PEP) | 1.32% | $202.45B | 2.65% | 53.72% | 2.63 |
| Assicurazioni Generali SpA (G) | 1.31% | $61.08B | 12.14% | N/A | 1.01 |
| ING Groep NV (INGA) | 1.31% | $77.24B | -0.19% | N/A | 7.98 |
| The Goldman Sachs Group, Inc. (GS) | 1.30% | $250.91B | 2.94% | N/A | 7.20 |
| Advanced Micro Devices, Inc. (AMD) | 1.29% | $354.26B | 35.59% | 48.43% | 8.07 |
| Eli Lilly & Co. (LLY) | 1.29% | $977.11B | 53.87% | 82.91% | 12.09 |
| McDonald's Corp. (MCD) | 1.27% | $219.14B | 2.97% | 58.19% | 10.32 |
| NVIDIA Corp. (NVDA) | 1.27% | $4.36T | 62.49% | 73.41% | 24.10 |
| UnitedHealth Group, Inc. (UNH) | 1.27% | $307.72B | 12.24% | N/A | 0.93 |
| Saudi Arabian Oil Co. (2222) | 1.26% | $1.58T | -10.00% | 52.85% | 3.74 |
| Amazon.com, Inc. (AMZN) | 1.25% | $2.48T | 13.40% | 50.79% | 3.52 |
| Meritage Homes Corp. (MTH) | 1.24% | $5.26B | -10.81% | 19.36% | 1.05 |
| Toyota Motor Corp. (7203) | 1.24% | $252.63B | 8.15% | 15.91% | 1.41 |
| Sony Group Corp. (SONY) | 1.21% | $172.94B | 8.24% | 32.42% | 2.06 |
| Visa, Inc. (V) | 1.21% | $630.90B | 11.34% | 77.31% | 16.87 |
| Caterpillar, Inc. (CAT) | 1.19% | $276.81B | 9.51% | 31.89% | 4.00 |
| Mastercard, Inc. (MA) | 1.18% | $497.25B | 16.95% | 96.63% | 16.59 |
| Procter & Gamble Co. (PG) | 1.18% | $342.82B | 2.99% | 51.81% | 4.71 |
| Samsung Electronics Co., Ltd. (005930) | 1.17% | $458.78B | 8.80% | 38.19% | 1.52 |
| Monster Beverage Corp. (MNST) | 1.08% | $72.28B | 16.81% | 55.73% | 7.99 |
| Prologis, Inc. (PLD) | 1.07% | $122.85B | 8.72% | 45.71% | 17.04 |
| Iberdrola SA (IBE) | 1.07% | $138.83B | 6.11% | 23.23% | 3.66 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 1.05% | $1.20T | 40.71% | 58.38% | 12.04 |
| Broadcom Inc. (AVGO) | 1.03% | $1.80T | 22.03% | 64.08% | 24.30 |
| Kering SA (KER) | 1.02% | $42.06B | -12.12% | 73.75% | 2.71 |
| The Toronto-Dominion Bank (TD) | 1.02% | $143.86B | -5.82% | N/A | 3.54 |
| American Express Co. (AXP) | 1.01% | $253.59B | 9.54% | 61.53% | 2.98 |
| The Coca-Cola Co. (KO) | 1.00% | $304.60B | 5.67% | 61.57% | 6.64 |
| Union Pacific Corp. (UNP) | 1.00% | $139.53B | 2.51% | 46.36% | 7.02 |
| Volkswagen AG (VOW3) | 0.99% | $60.52B | 2.33% | 18.02% | 0.82 |
| QUALCOMM, Inc. (QCOM) | 0.99% | $187.50B | 13.66% | 55.43% | 4.29 |
| Tesla, Inc. (TSLA) | 0.98% | $1.49T | 11.57% | 17.99% | 16.11 |
| Citigroup, Inc. (C) | 0.98% | $190.95B | 0.88% | N/A | 5.21 |
| Novo Nordisk A/S (NOVO.B) | 0.98% | $210.80B | 5.14% | 76.12% | 5.07 |
| Société Générale SA (GLE) | 0.98% | $46.81B | 13.16% | N/A | 1.46 |
| UniCredit SpA (UCG) | 0.95% | $118.97B | 0.16% | N/A | N/A |
| JPMorgan Chase & Co. (JPM) | 0.93% | $849.70B | 4.02% | N/A | 7.00 |
| D.R. Horton, Inc. (DHI) | 0.92% | $48.19B | -6.93% | 23.70% | 1.64 |
| Costco Wholesale Corp. (COST) | 0.91% | $408.73B | 8.17% | 12.84% | 1.51 |
| Chevron Corp. (CVX) | 0.91% | $305.23B | -0.88% | 14.93% | 1.82 |
| Salesforce, Inc. (CRM) | 0.91% | $227.26B | 8.63% | 75.78% | 6.14 |
| Unilever Plc (ULVR) | 0.90% | $145.66B | -0.78% | 45.05% | 2.63 |
| BNP Paribas SA (BNP) | 0.90% | $95.68B | 5.65% | N/A | 4.01 |
| Berkeley Group Holdings Plc (BKG) | 0.90% | $4.69B | 0.90% | 26.56% | 1.60 |
| Tencent Holdings Ltd. (700) | 0.89% | $711.45B | 15.84% | 54.31% | 7.87 |
| Nintendo Co., Ltd. (7974) | 0.88% | $95.04B | 90.56% | 40.46% | 7.38 |
| Deutsche Telekom AG (DTE) | 0.88% | $155.30B | 1.52% | 25.14% | 2.58 |
| NIKE, Inc. (NKE) | 0.87% | $97.04B | 1.01% | 41.78% | 2.51 |
| Commonwealth Bank of Australia (CBA) | 0.86% | $168.00B | 6.29% | N/A | 7.70 |
| UBS Group AG (UBSG) | 0.86% | $120.42B | -15.25% | N/A | 3.62 |
| Adobe, Inc. (ADBE) | 0.84% | $136.79B | 10.72% | 88.63% | 6.56 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.81% | $44.86B | 7.51% | 21.48% | 4.76 |
| The Home Depot, Inc. (HD) | 0.81% | $356.30B | 2.82% | 31.41% | 2.66 |
| Netflix, Inc. (NFLX) | 0.79% | $440.51B | 19.06% | 47.03% | 12.19 |
| Meta Platforms, Inc. (META) | 0.77% | $1.61T | 26.25% | 82.03% | 10.00 |
| Persimmon Plc (PSN) | 0.75% | $5.73B | 15.42% | 18.20% | 1.27 |
| GSK Plc (GSK) | 0.75% | $98.72B | 6.68% | 73.80% | 2.44 |
| NextEra Energy, Inc. (NEE) | 0.75% | $176.92B | 9.76% | 31.92% | 9.99 |
| Barclays PLC (BARC) | 0.70% | $80.26B | 9.47% | N/A | -5.23 |
| Super Micro Computer, Inc. (SMCI) | 0.69% | $20.11B | -15.49% | 9.31% | 1.54 |
| Sanofi (SAN) | 0.66% | $121.90B | -4.62% | 63.27% | 3.13 |
| Taylor Wimpey Plc (TW) | 0.66% | $4.80B | -3.22% | 19.04% | 1.12 |
| Lennar Corp. (LEN) | 0.65% | $33.71B | -6.35% | 17.67% | 1.10 |
| HSBC Holdings Plc (HSBA) | 0.65% | $245.21B | -13.39% | N/A | 2.92 |
| Exxon Mobil Corp. (XOM) | 0.65% | $496.78B | -4.29% | 22.47% | 1.60 |
| Toll Brothers, Inc. (TOL) | 0.64% | $13.75B | 7.96% | 25.04% | 1.28 |
| U.S. Bancorp (USB) | 0.64% | $79.17B | 6.48% | N/A | 2.19 |
| Waste Management, Inc. (WM) | 0.62% | $87.08B | 14.87% | 29.19% | 4.54 |
| Century Communities, Inc. (CCS) | 0.62% | $1.94B | -14.88% | 17.34% | 0.84 |
| Siemens AG (SIE) | 0.61% | $209.15B | 3.93% | 38.52% | 2.88 |
| Duke Energy Corp. (DUK) | 0.61% | $92.25B | 4.76% | 32.25% | 5.92 |
| Alibaba Group Holding Ltd. (BABA) | 0.61% | $376.74B | 4.93% | 38.82% | 3.00 |
| Verizon Communications, Inc. (VZ) | 0.59% | $171.48B | 1.47% | 46.89% | 2.54 |
| Diageo Plc (DGE) | 0.58% | $51.91B | -2.81% | 60.49% | 3.71 |
| Honeywell International, Inc. (HON) | 0.58% | $122.83B | 6.99% | 37.79% | 3.94 |
| MercadoLibre, Inc. (MELI) | 0.54% | $107.47B | 39.48% | 43.31% | 4.52 |
| Oracle Corp. (ORCL) | 0.42% | $592.20B | 12.17% | 64.46% | 12.86 |
| Barrick Mining Corp. (ABX) | 0.39% | $68.27B | 25.18% | 51.71% | 4.40 |
| NatWest Group Plc (NWG) | 0.38% | $66.38B | 2.90% | N/A | 0.65 |
| Centene Corp. (CNC) | 0.38% | $19.08B | 18.24% | N/A | 0.19 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.38% | $117.50B | 12.27% | 86.69% | 8.22 |
| Cisco Systems, Inc. (CSCO) | 0.36% | $307.20B | 7.53% | 64.62% | 5.13 |
| Ford Motor Co. (F) | 0.36% | $52.16B | 9.39% | 8.94% | 0.90 |
| Walmart, Inc. (WMT) | 0.35% | $912.17B | 5.84% | 22.94% | 1.24 |
| Wells Fargo & Co. (WFC) | 0.33% | $280.48B | -0.47% | N/A | 5.42 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.33% | $15.15B | 27.78% | 98.24% | 5.13 |
| Bank of America Corp. (BAC) | 0.32% | $394.99B | -5.17% | N/A | 5.67 |
| KB Home (KBH) | 0.32% | $4.26B | -7.54% | 18.47% | 0.91 |
| Barratt Redrow Plc (BDEV) | 0.31% | $7.05B | 33.83% | 15.69% | 1.20 |
| Deutsche Bank AG (DBK) | 0.31% | $68.28B | -8.91% | N/A | 1.08 |
| PulteGroup, Inc. (PHM) | 0.31% | $25.40B | -1.60% | 26.38% | 1.52 |
| Airbus SE (AIR) | 0.30% | $183.07B | 13.62% | 16.42% | 2.19 |
| Airbnb, Inc. (ABNB) | 0.29% | $73.95B | 10.85% | 77.91% | 5.50 |
| The Walt Disney Co. (DIS) | 0.29% | $188.78B | 3.61% | 31.94% | 2.65 |
| Honda Motor Co., Ltd. (HMC) | 0.27% | $39.62B | -0.69% | 20.37% | 0.66 |
Market data by FactSet
