Index Performance
-0.72%
JQIM
-2.47%
SP500
-1.80%
DJI
-0.62%
TMLARGE
-1.38%
QQQ
-4.16%
VO
-2.23%
VUG
-1.49%
VTV
Overview
Description
Large Cap
- TickerJQIM
- Inception Date06/20/2023
- WeightingCustom
- # of holdings16
What's inside?
Holdings
All holdings as of September 29, 2023
CSV download
| Apple, Inc. (AAPL) | 25.46% | $2,676.737B | -1.40% | 44.52% | 8.09x |
| Alphabet, Inc. (GOOG) | 15.88% | $1,541.254B | 7.63% | 57.22% | 5.05x |
| Amazon.com, Inc. (AMZN) | 13.19% | $1,304.296B | 10.85% | 48.38% | 2.70x |
| Walmart, Inc. (WMT) | 7.08% | $430.462B | 5.74% | 24.61% | 0.78x |
| Visa, Inc. (V) | 6.95% | $369.577B | 11.66% | 76.63% | 15.55x |
| Procter & Gamble Co. (PG) | 5.94% | $343.777B | 5.32% | 48.36% | 4.93x |
| Exxon Mobil Corp. (XOM) | 5.24% | $470.695B | -28.59% | 24.39% | 1.26x |
| Bank of America Corp. (BAC) | 3.99% | $217.572B | 67.73% | N/A | 5.58x |
| Costco Wholesale Corp. (COST) | 3.17% | $250.361B | 9.50% | 12.31% | 0.97x |
| QUALCOMM, Inc. (QCOM) | 2.06% | $123.943B | -22.72% | 55.13% | 3.48x |
| T-Mobile US, Inc. (TMUS) | 2.05% | $164.763B | -2.56% | 48.24% | 3.51x |
| United Parcel Service, Inc. (UPS) | 2.02% | $112.737B | -10.91% | 21.29% | 1.79x |
| Honda Motor Co., Ltd. (HMC) | 1.98% | $59.764B | 14.01% | 21.56% | 1.42x |
| McDonald's Corp. (MCD) | 1.98% | $191.985B | 13.62% | 56.83% | 10.99x |
| Netflix, Inc. (NFLX) | 1.98% | $167.332B | 2.72% | 42.92% | 6.45x |
| Elevance Health, Inc. (ELV) | 1.03% | $102.606B | 13.05% | N/A | 0.80x |
Market data by FactSet