Holding | Country | Type | Rating |
---|
US Government | United States | Fixed Income | — | 4.7% |
Broadcom | United States | Equity | — | 4.3% |
UMBS | United States | Fixed Income | — | 3.0% |
Fannie Mae | United States | Fixed Income | — | 2.6% |
Abbvie | United States | Equity | — | 2.3% |
Holding | Country | Type | Rating |
---|
Microsoft | United States | Equity | — | 2.2% |
Philip Morris | United States | Equity | — | 2.1% |
Freddie Mac | United States | Fixed Income | — | 1.8% |
RTX | United States | Equity | — | 1.7% |
Abbott Laboratories | United States | Equity | — | 1.5% |
Sector |
---|
Equity | 77.9% | 100.0 |
Energy | 6.2% | 7.9% |
Materials | 2.2% | 2.8% |
Industrials | 8.9% | 11.4% |
Consumer discretionary | 4.2% | 5.4% |
Consumer staples | 9.0% | 11.6% |
Health care | 10.2% | 13.1% |
Financials | 13.3% | 17.1% |
Information technology | 10.4% | 13.3% |
Communication services | 3.2% | 4.1% |
Utilities | 6.1% | 7.8% |
Real Estate | 4.3% | 5.5% |
Fixed Income | 18.6% | 100.0 |
Government | 4.8% | 25.7% |
Corporate | 13.8% | 74.3% |
Cash and equivalents | 3.5% | 100.0 |
Name |
---|
North America | 67.2% |
Europe | 19.4% |
Emerging Markets | 4.4% |
Asia Pacific ex Japan | 2.7% |
Japan | 2.5% |
Other | 0.3% |
Cash & equivalents | 3.5% |