Holding | Country | Type |
---|
US Government | United States | Fixed Income | 5.1 |
Broadcom | United States | Equity | 3.8 |
Philip Morris | United States | Equity | 3.0 |
Fannie Mae | United States | Fixed Income | 2.9 |
Abbvie | United States | Equity | 2.1 |
Holding | Country | Type |
---|
RTX | United States | Equity | 2.0 |
TSMC | Taiwan | Equity | 1.7 |
JP Morgan | United States | Equity | 1.5 |
Microsoft | United States | Equity | 1.5 |
Abbott Laboratories | United States | Equity | 1.5 |
Sector |
---|
Equity | 79.3% | 100.0 |
Energy | 5.0 | 6.3 |
Materials | 3.1 | 3.9 |
Industrials | 10.0 | 12.5 |
Consumer discretionary | 4.9 | 6.2 |
Consumer staples | 8.8 | 11.0 |
Health care | 10.6 | 13.3 |
Financials | 15.2 | 19.2 |
Information technology | 9.5 | 12.0 |
Communication services | 2.7 | 3.4 |
Utilities | 5.5 | 7.0 |
Real Estate | 4.1 | 5.2 |
Fixed Income | 16.7% | 100.0 |
Government | 5.2 | 31.2 |
Corporate | 11.5 | 68.8 |
Cash and equivalents | 4.0% | 100.0 |
Name |
---|
North America | 65.3 |
Europe | 21.3 |
Emerging Markets | 4.6 |
Asia Pacific ex Japan | 2.4 |
Japan | 2.3 |
Other | 0.1 |
Cash & equivalents | 4.0 |