Value US
The portfolio is designed to provide exposure to the equity value factor by tracking the performance of companies within the S&P 500.

Holdings: 15
Rebalance: Quarterly
Value US
iShares Core S&P 500 (ARCX: IVV)
Metric Asset Time Period
3m 6m 1y 2y 3y Inception
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Countries Exposure

Industries Allocation

Minimum Investment

Fractions:
(Min 1 share)
Minimum Required Amount
$23,800
Based on current portfolio weights
Stock Weight
MICROSOFT CORPORATION (XNAS:MSFT) 9.48%
NVIDIA CORPORATION (XNAS:NVDA) 11.72%
APPLE INC. (XNAS:AAPL) 9.12%
AMAZON.COM, INC. (XNAS:AMZN) 7.77%
MICROSOFT CORPORATION (XNAS:MSFT) 7.57%
NVIDIA CORPORATION (XNAS:NVDA) 7.70%
APPLE INC. (XNAS:AAPL) 11.57%
AMAZON.COM, INC. (XNAS:AMZN) 4.96%
MICROSOFT CORPORATION (XNAS:MSFT) 3.60%
NVIDIA CORPORATION (XNAS:NVDA) 5.28%
APPLE INC. (XNAS:AAPL) 3.35%
AMAZON.COM, INC. (XNAS:AMZN) 4.90%
NVIDIA CORPORATION (XNAS:NVDA) 5.39%
APPLE INC. (XNAS:AAPL) 4.39%
AMAZON.COM, INC. (XNAS:AMZN) 3.19%
Next Rebalance date: Aug 14, 2026
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