A

Conservative Growth

CGIX

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Index Performance

+10.23%
CGIX
+3.36%
SPY

Overview

Description

This index tracks the SPDR S&P 500 ETF Trust.

  • TickerCGIX
  • Inception Date01/01/2024
  • WeightingEqual
  • # of holdings10
What's inside?

Holdings

All holdings as of August 21, 2026
CSV download
Johnson & Johnson (JNJ)13.98%$651.25B6.64%68.73%6.63
AbbVie, Inc. (ABBV)13.97%$468.22B10.16%74.71%7.92
The Coca-Cola Co. (KO)12.61%$391.96B5.93%62.95%7.76
CVS Health Corp. (CVS)9.86%$118.97B7.24%14.85%0.47
Target Corp. (TGT)9.79%$75.14B5.27%31.22%0.74
The Walt Disney Co. (DIS)9.43%$186.10B7.48%34.81%2.22
Starbucks Corp. (SBUX)9.38%$122.07B-1.43%19.25%3.61
The Hershey Co. (HSY)8.05%$37.46B6.60%42.24%4.21
PepsiCo, Inc. (PEP)7.07%$195.83B6.41%54.03%2.48
UnitedHealth Group, Inc. (UNH)5.88%$350.16B0.37%N/A1.02
Market data by FactSet

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