Index Performance
+9.36%
HFCI
+4.88%
TMLARGE
+5.91%
VTI
Overview
Description
I analyze financials of companies and assess their risk to go bankrupt or have significant losses in the next 5 years. The index is then weighted based on the financial solidity of the companies in it. Geopolitics is taken under consideration when assessing risk.
- TickerHFCI
- Inception Date03/18/2024
- WeightingCustom
- # of holdings111
What's inside?
Holdings
All holdings as of August 3, 2026
CSV download
| Microsoft Corp. (MSFT) | 2.06% | $3.62T | 17.79% | 67.94% | 8.53 |
| Alphabet, Inc. (GOOGL) | 1.66% | $4.56T | 23.98% | 61.62% | 9.62 |
| Berkshire Hathaway, Inc. (BRK/B) | 1.63% | $995.33B | 4.40% | 23.06% | 2.09 |
| L'Oréal SA (LRLCY) | 1.62% | $238.59B | 5.69% | 74.36% | 4.69 |
| Apple, Inc. (AAPL) | 1.59% | $4.43T | 16.36% | 50.06% | 8.99 |
| Amazon.com, Inc. (AMZN) | 1.52% | $3.06T | 19.62% | 52.26% | 3.50 |
| Mastercard, Inc. (MA) | 1.47% | $504.76B | 13.79% | 96.67% | 13.26 |
| Sony Group Corp. (SONY) | 1.44% | $135.49B | -1.80% | 36.70% | 1.45 |
| Visa, Inc. (V) | 1.39% | $682.72B | 14.36% | 73.31% | 14.83 |
| Toyota Motor Corp. (7203) | 1.39% | $200.90B | 10.38% | 18.03% | N/A |
| Merck & Co., Inc. (MRK) | 1.38% | $315.57B | 3.72% | 71.98% | 5.20 |
| Bellway Plc (BWY) | 1.38% | $3.09B | 16.91% | N/A | 1.18 |
| Roche Holding AG (RO) | 1.38% | $350.66B | 1.69% | 73.53% | 4.73 |
| Johnson & Johnson (JNJ) | 1.37% | $613.10B | 6.64% | 68.73% | 6.63 |
| ING Groep NV (INGA) | 1.35% | $97.28B | 10.19% | N/A | 9.76 |
| Allianz SE (ALV) | 1.33% | $188.89B | 6.46% | N/A | 1.27 |
| Assicurazioni Generali SpA (G) | 1.30% | $78.05B | -15.59% | N/A | 1.41 |
| Novartis AG (NOVN) | 1.29% | $281.73B | -2.00% | 74.47% | 6.35 |
| UnitedHealth Group, Inc. (UNH) | 1.28% | $377.21B | 0.37% | N/A | 1.00 |
| Saudi Arabian Oil Co. (2222) | 1.28% | $1.75T | 8.76% | 55.63% | 3.39 |
| Nestlé SA (NESN) | 1.27% | $256.83B | -2.04% | 45.59% | 2.85 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.27% | $276.23B | -4.58% | 66.24% | 4.27 |
| Novo Nordisk A/S (NOVO.B) | 1.26% | $206.55B | 23.99% | 85.96% | 3.51 |
| PepsiCo, Inc. (PEP) | 1.25% | $190.58B | 6.41% | 54.03% | 2.48 |
| Pfizer Inc. (PFE) | 1.24% | $142.66B | 5.37% | 66.67% | 3.26 |
| NVIDIA Corp. (NVDA) | 1.23% | $5.00T | 85.23% | 74.93% | 19.77 |
| McDonald's Corp. (MCD) | 1.22% | $188.45B | 9.42% | 56.74% | 10.04 |
| Procter & Gamble Co. (PG) | 1.22% | $337.58B | 3.26% | 50.18% | 4.36 |
| Meritage Homes Corp. (MTH) | 1.21% | $4.71B | -13.77% | 18.62% | 1.23 |
| Adobe, Inc. (ADBE) | 1.20% | $99.91B | 12.69% | 88.64% | 4.19 |
| The Goldman Sachs Group, Inc. (GS) | 1.16% | $302.99B | 23.03% | N/A | 8.17 |
| Salesforce, Inc. (CRM) | 1.16% | $152.29B | 13.27% | 74.07% | 4.31 |
| Morgan Stanley (MS) | 1.16% | $333.17B | 17.22% | N/A | 5.86 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.14% | $47.40B | 9.31% | 22.29% | 3.88 |
| Nintendo Co., Ltd. (7974) | 1.06% | $55.74B | 98.56% | 38.80% | 3.46 |
| Tencent Holdings Ltd. (700) | 1.06% | $563.39B | 15.18% | 54.58% | 5.29 |
| Union Pacific Corp. (UNP) | 1.05% | $173.01B | 11.54% | 45.41% | 7.50 |
| Unilever Plc (ULVR) | 1.04% | $138.20B | -15.92% | 46.95% | 2.96 |
| BNP Paribas SA (BNP) | 1.03% | $142.27B | -4.91% | N/A | 4.83 |
| Chevron Corp. (CVX) | 1.03% | $384.74B | 51.73% | 22.91% | 1.71 |
| The Coca-Cola Co. (KO) | 1.03% | $373.72B | 5.93% | 62.95% | 7.76 |
| Kering SA (KER) | 1.02% | $40.74B | -14.65% | 72.64% | 3.54 |
| Commonwealth Bank of Australia (CBA) | 1.02% | $208.43B | 6.48% | N/A | 7.70 |
| Deutsche Telekom AG (DTE) | 1.01% | $154.74B | 0.39% | 23.40% | 2.66 |
| JPMorgan Chase & Co. (JPM) | 1.00% | $944.90B | 18.09% | N/A | 7.11 |
| Société Générale SA (GLE) | 0.99% | $61.90B | -5.94% | N/A | 2.52 |
| UniCredit SpA (UCG) | 0.98% | $145.60B | 5.32% | N/A | N/A |
| Meta Platforms, Inc. (META) | 0.98% | $1.50T | 27.96% | 81.37% | 6.43 |
| Berkeley Group Holdings Plc (BKG) | 0.97% | $4.40B | -4.15% | 25.06% | 1.14 |
| The Home Depot, Inc. (HD) | 0.97% | $339.04B | 4.79% | 30.98% | 2.31 |
| UBS Group AG (UBSG) | 0.96% | $159.27B | -0.28% | N/A | 4.36 |
| American Express Co. (AXP) | 0.95% | $232.79B | 8.38% | 59.42% | 2.90 |
| Volkswagen AG (VOW3) | 0.95% | $44.34B | 2.03% | 15.94% | 0.84 |
| Eli Lilly & Co. (LLY) | 0.95% | $1.06T | 55.55% | 81.93% | 11.93 |
| Prologis, Inc. (PLD) | 0.94% | $137.23B | 11.06% | 45.74% | 18.45 |
| The Toronto-Dominion Bank (TD) | 0.94% | $202.17B | -25.77% | N/A | 4.63 |
| Netflix, Inc. (NFLX) | 0.94% | $305.34B | 13.41% | 52.12% | 6.39 |
| Monster Beverage Corp. (MNST) | 0.94% | $91.49B | 26.89% | 54.96% | 7.80 |
| Costco Wholesale Corp. (COST) | 0.94% | $423.11B | 11.58% | 12.77% | 1.49 |
| Broadcom Inc. (AVGO) | 0.93% | $1.87T | 47.87% | 67.24% | 27.82 |
| Iberdrola SA (IBE) | 0.93% | $156.91B | 5.80% | 27.68% | 4.67 |
| NIKE, Inc. (NKE) | 0.93% | $63.26B | -0.01% | 43.20% | 1.52 |
| D.R. Horton, Inc. (DHI) | 0.88% | $41.02B | 0.02% | 23.26% | 1.55 |
| Citigroup, Inc. (C) | 0.86% | $229.06B | 4.85% | N/A | 5.99 |
| Advanced Micro Devices, Inc. (AMD) | 0.82% | $790.25B | 37.85% | 50.00% | 8.67 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 0.81% | $1.89T | 32.92% | 67.72% | 16.79 |
| Alibaba Group Holding Ltd. (BABA) | 0.76% | $306.14B | 4.41% | 39.48% | 2.08 |
| Caterpillar, Inc. (CAT) | 0.76% | $382.34B | 22.22% | 33.13% | 5.22 |
| Super Micro Computer, Inc. (SMCI) | 0.75% | $18.53B | 122.68% | 9.95% | 0.70 |
| MercadoLibre, Inc. (MELI) | 0.74% | $96.26B | 49.03% | 43.66% | 2.75 |
| Tesla, Inc. (TSLA) | 0.74% | $1.27T | 25.52% | 16.83% | 14.11 |
| Persimmon Plc (PSN) | 0.70% | $4.88B | 17.28% | 17.49% | 1.32 |
| HSBC Holdings Plc (HSBA) | 0.70% | $369.16B | -9.47% | N/A | 3.74 |
| Exxonmobil Corp. (XOM) | 0.70% | $637.61B | 43.14% | 21.35% | 1.68 |
| Diageo Plc (DGE) | 0.69% | $49.51B | -2.80% | N/A | 3.71 |
| Century Communities, Inc. (CCS) | 0.69% | $1.96B | -7.75% | 17.21% | 0.93 |
| U.S. Bancorp (USB) | 0.68% | $99.62B | 1.05% | N/A | 3.00 |
| Samsung Electronics Co., Ltd. (005930) | 0.68% | $1.06T | 130.00% | N/A | N/A |
| Waste Management, Inc. (WM) | 0.66% | $90.51B | 3.95% | 29.20% | 4.38 |
| Verizon Communications, Inc. (VZ) | 0.66% | $196.77B | -0.73% | 47.18% | 2.62 |
| Siemens AG (SIE) | 0.65% | $250.58B | -0.01% | 38.90% | 2.68 |
| Sanofi (SAN) | 0.64% | $102.97B | 6.20% | 65.69% | 2.62 |
| QUALCOMM, Inc. (QCOM) | 0.64% | $159.15B | -4.03% | 53.05% | 4.75 |
| Taylor Wimpey Plc (TW) | 0.64% | $3.75B | 13.04% | 17.09% | 0.91 |
| GSK Plc (GSK) | 0.63% | $102.90B | 5.30% | 75.05% | 2.87 |
| Barclays PLC (BARC) | 0.63% | $93.35B | 16.02% | N/A | -5.34 |
| Duke Energy Corp. (DUK) | 0.63% | $96.89B | 11.26% | 30.43% | 5.85 |
| NextEra Energy, Inc. (NEE) | 0.63% | $180.54B | 7.95% | 34.65% | 10.75 |
| Toll Brothers, Inc. (TOL) | 0.62% | $14.06B | -7.59% | 25.16% | 1.40 |
| Lennar Corp. (LEN) | 0.61% | $20.47B | -4.53% | 16.16% | 0.79 |
| Oracle Corp. (ORCL) | 0.51% | $408.59B | 17.35% | 63.34% | 11.86 |
| Barratt Redrow Plc (BDEV) | 0.36% | $5.71B | 33.83% | N/A | 1.20 |
| Honda Motor Co., Ltd. (HMC) | 0.35% | $38.86B | 1.67% | 13.94% | 0.62 |
| NatWest Group Plc (NWG) | 0.35% | $77.28B | 4.94% | N/A | 4.65 |
| Airbus SE (AIR) | 0.34% | $188.67B | 27.74% | 18.43% | 2.02 |
| Bank of America Corp. (BAC) | 0.34% | $436.91B | 0.28% | N/A | 5.93 |
| Airbnb, Inc. (ABNB) | 0.34% | $90.79B | 17.87% | 66.13% | 5.29 |
| Honeywell International, Inc. (HON) | 0.34% | $78.21B | -6.12% | 38.43% | 2.50 |
| KB Home (KBH) | 0.33% | $3.45B | -27.27% | 15.64% | 0.88 |
| Wells Fargo & Co. (WFC) | 0.33% | $265.78B | 8.15% | N/A | 5.39 |
| PulteGroup, Inc. (PHM) | 0.32% | $24.24B | -9.56% | 25.01% | 1.66 |
| Deutsche Bank AG (DBK) | 0.32% | $69.49B | 8.44% | N/A | 1.31 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.32% | $16.90B | 39.49% | 95.87% | 5.21 |
| Ford Motor Co. (F) | 0.32% | $57.54B | -3.76% | 7.15% | 1.00 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.31% | $119.47B | 11.65% | 85.48% | N/A |
| Centene Corp. (CNC) | 0.31% | $31.50B | 9.92% | N/A | 0.24 |
| The Walt Disney Co. (DIS) | 0.30% | $170.42B | 7.45% | 31.47% | 2.18 |
| Cisco Systems, Inc. (CSCO) | 0.30% | $456.65B | 11.96% | 62.19% | 6.10 |
| Walmart, Inc. (WMT) | 0.29% | $881.04B | 7.33% | 25.14% | 1.55 |
| Barrick Mining Corp. (ABX) | 0.28% | $61.39B | 62.63% | 57.47% | 3.99 |
| Honeywell Aerospace, Inc. (HONA) | 0.14% | $66.00B | N/A | 37.45% | N/A |
Market data by FactSet
