$ 42.4
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This investment approach for U.S. stocks uses a systematic and disciplined methodology. It concentrates on selecting large, well-established companies that are assessed as undervalued, seeking out those businesses exhibiting advantageous financial qualities and prospects.
| Ticker | Company | Weight |
|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 3.43% |
| JPM | JPMorgan Chase & Co | 2.53% |
| AMZN | Amazon.com Inc | 2.19% |
| XOM | Exxon Mobil Corp | 2.09% |
| GOOGL | Alphabet Inc Class A | 2.01% |
| GOOG | Alphabet Inc Class C | 1.63% |
| MU | Micron Technology Inc | 1.55% |
| JNJ | Johnson & Johnson | 1.54% |
| WMT | Walmart Inc. Common Stock | 1.32% |
| PG | Procter & Gamble Company | 1.19% |
| Asset | Price | Div. Yield |
|---|