Index Performance
+7.58%
JQIM
+2.42%
TMLARGE
+3.13%
QQQ
+0.14%
VO
+5.29%
VUG
-3.31%
VTV
-0.88%
DIA
+1.10%
SPY
Overview
Description
Large Cap
- TickerJQIM
- Inception Date06/20/2023
- WeightingCustom
- # of holdings16
What's inside?
Holdings
All holdings as of January 13, 2025
CSV download
| Apple, Inc. (AAPL) | 23.64% | $3.58T | 2.02% | 46.21% | 9.11 |
| Alphabet, Inc. (GOOG) | 16.37% | $2.36T | 15.07% | 58.67% | 5.93 |
| Amazon.com, Inc. (AMZN) | 13.96% | $2.30T | 11.04% | 49.03% | 3.32 |
| Walmart, Inc. (WMT) | 7.15% | $747.10B | 5.46% | 24.91% | 1.07 |
| Visa, Inc. (V) | 6.94% | $603.43B | 10.02% | 77.52% | 15.62 |
| Procter & Gamble Co. (PG) | 5.82% | $373.42B | -0.61% | 52.25% | 5.39 |
| Exxon Mobil Corp. (XOM) | 5.30% | $468.25B | -2.81% | 22.23% | 1.61 |
| Bank of America Corp. (BAC) | 4.21% | $346.12B | 14.11% | N/A | 5.40 |
| Costco Wholesale Corp. (COST) | 2.99% | $415.91B | 7.53% | 12.94% | 1.64 |
| Honda Motor Co., Ltd. (HMC) | 2.46% | $46.79B | 4.80% | 21.32% | 0.64 |
| QUALCOMM, Inc. (QCOM) | 2.11% | $174.40B | 8.77% | 56.21% | 4.99 |
| United Parcel Service, Inc. (UPS) | 2.04% | $105.20B | 5.69% | 17.07% | 1.51 |
| McDonald's Corp. (MCD) | 1.99% | $202.31B | 2.70% | 56.28% | 10.46 |
| T-Mobile US, Inc. (TMUS) | 1.99% | $245.21B | 4.73% | 49.51% | 4.35 |
| Netflix, Inc. (NFLX) | 1.90% | $358.08B | 14.46% | 47.63% | 8.53 |
| Elevance Health, Inc. (ELV) | 1.11% | $88.40B | 5.36% | N/A | 0.85 |
Market data by FactSet
