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Holdings lookup

Holdings snapshotLatest filing or a historical date
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IVEAs of 2026-03-31 • NPORT
Visible10
Total443
SourceNPORT
Columns9 shown
Table columnsChoose the fields shown in the holdings table.

Portfolio statistics

10 returned holdings

Largest holding
AAPL · 6.895%
Top 10 concentration
23.27%
Gross exposure
23.27%
Net exposure
23.27%

Composition

No classification data available.

Valuation

No valuation data available.

#TickerNameWeightCIKComposite FIGIShare Class FIGILEIOriginal
1AAPLApple Inc.6.895%0000320193BBG000B9XRY4BBG001S5N8V8HWUPKR0MPOU8FGXBT394Apple Inc.
2AMZNAmazon.com, Inc.3.539%0001018724BBG000BVPV84BBG001S5PQL7ZXTILKJKG63JELOEG630Amazon.com, Inc.
3XOMExxon Mobil Corp.2.624%0000034088BBG000GZQ728BBG001S69V32J3WHBG0MTS7O8ZVMDC91Exxon Mobil Corp.
4WMTWalmart Inc2.016%0000104169BBG000BWXBC2BBG001S5XH92Y87794H0US1R65VBXU25Walmart Inc
5COSTCostco Wholesale Corporation1.637%0000909832BBG000F6H8W8BBG001S9KRQ729DX7H14B9S6O3FD6V18Costco Wholesale Corporation
6TSLATesla Inc1.471%0001318605BBG000N9MNX3BBG001SQKGD754930043XZGB27CTOV49Tesla Inc
7CVXCHEVRON CORP1.436%0000093410BBG000K4ND22BBG001S67ZC5-CHEVRON CORP
8PGThe Procter & Gamble Co.1.242%0000080424BBG000BR2TH3BBG001S5V4L92572IBTT8CCZW6AU4141The Procter & Gamble Co.
9HDHome Depot Inc.1.212%0000354950BBG000BKZB36BBG001S5RTW7QEKMOTMBBKA8I816DO57Home Depot Inc.
10BACBank of America Corp.1.197%0000070858BBG000BCTLF6BBG001S5P0Y09DJT3UXIJIZJI4WXO774Bank of America Corp.
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