Holding | Country | Type | Rating |
---|
US Government | United States | Fixed Income | — | 11.1% |
Broadcom | United States | Equity | — | 5.5% |
TSMC | Taiwan | Equity | — | 3.4% |
Microsoft | United States | Equity | — | 2.7% |
Umbs | United States | Fixed Income | — | 2.6% |
Holding | Country | Type | Rating |
---|
Astrazeneca | United Kingdom | Equity | — | 2.4% |
JPMorgan Chase | United States | Equity | — | 2.2% |
Philip Morris | United States | Equity | — | 2.2% |
UnitedHealth | United States | Equity | — | 2.0% |
Visa | United States | Equity | — | 1.9% |
Sector |
---|
Equity | 65.7% | 100.0 |
Energy | 4.2% | 6.4% |
Materials | 1.5% | 2.3% |
Industrials | 6.9% | 10.6% |
Consumer discretionary | 3.1% | 4.7% |
Consumer staples | 7.3% | 11.1% |
Health care | 9.7% | 14.7% |
Financials | 10.6% | 16.1% |
Information technology | 17.7% | 26.9% |
Communication services | 1.9% | 2.9% |
Utilities | 2.1% | 3.2% |
Real Estate | 0.7% | 1.1% |
Fixed Income | 30.0% | 100.0 |
Government | 20.8% | 69.5% |
Corporate | 9.1% | 30.5% |
Cash and equivalents | 4.3% | 100.0 |
Name |
---|
North America | 59.6% |
Europe | 20.2% |
Emerging Markets | 9.9% |
Japan | 4.6% |
Asia Pacific ex Japan | 0.8% |
Other | 0.6% |
Cash & equivalents | 4.3% |