H
Top50SquareRoot

HTFSR

Index Performance

+6.14%
HTFSR
+7.12%
SPY

Overview

Description

Stocks in the SP500 over $200 Billion Market Cap and using a Square Root weighting method. Backtested against SPY,

  • TickerHTFSR
  • Inception Date10/29/2024
  • WeightingSq. Root Market Cap
  • # of holdings65
What's inside?

Holdings

All holdings as of October 30, 2024
CSV download
Apple, Inc. (AAPL)4.04%$3.55T4.87%46.26%8.49
NVIDIA Corp. (NVDA)4.00%$3.46T122.40%75.15%28.91
Microsoft Corp. (MSFT)3.88%$3.21T15.67%69.76%13.71
Amazon.com, Inc. (AMZN)3.07%$2.02T10.12%50.14%3.53
Alphabet, Inc. (GOOGL)3.06%$2.01T15.09%58.68%N/A
Alphabet, Inc. (GOOG)3.06%$1.95T15.09%58.68%N/A
Saudi Arabian Oil Co. (2222)2.85%$2.05T-20.36%53.85%4.54
Meta Platforms, Inc. (META)2.46%$1.29T22.10%81.30%8.65
Berkshire Hathaway, Inc. (BRK/B)2.14%$980.55B1.24%21.84%1.97
Berkshire Hathaway, Inc. (BRK/A)2.14%$980.55B1.24%21.84%1.98
Taiwan Semiconductor Manufacturing Co., Ltd. (2330)1.98%$647.39B-4.51%52.84%6.79
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)1.98%$835.69B36.27%57.83%10.43
Tesla, Inc. (TSLA)1.97%$826.75B7.85%19.84%9.21
Broadcom Inc. (AVGO)1.96%$825.01B47.27%58.15%15.61
Eli Lilly & Co. (LLY)1.94%$804.85B35.98%80.80%21.69
Walmart, Inc. (WMT)1.75%$654.23B4.77%25.11%0.92
JPMorgan Chase & Co. (JPM)1.73%$638.48B12.07%N/A5.28
UnitedHealth Group, Inc. (UNH)1.56%$519.85B10.35%N/A1.59
Exxon Mobil Corp. (XOM)1.56%$521.05B11.96%22.37%1.53
Tencent Holdings Ltd. (TCEHY)1.51%$486.43B4.67%51.82%5.27
Tencent Holdings Ltd. (700)1.51%$486.43B4.38%51.82%5.26
Visa, Inc. (V)1.51%$484.70B10.02%77.52%18.51
Oracle Corp. (ORCL)1.50%$483.72B6.86%65.96%8.86
Mastercard, Inc. (MA)1.48%$470.91B10.85%96.77%15.85
Procter & Gamble Co. (PG)1.35%$391.31B-0.61%52.25%5.39
The Home Depot, Inc. (HD)1.35%$389.89B0.60%31.68%2.76
Costco Wholesale Corp. (COST)1.35%$389.50B5.02%12.61%1.56
Johnson & Johnson (JNJ)1.34%$386.69B5.27%69.19%4.64
Novo Nordisk A/S (NOVO.B)1.33%$377.10B25.34%84.90%17.38
AbbVie, Inc. (ABBV)1.29%$334.63B4.31%71.01%6.57
LVMH Moët Hennessy Louis Vuitton SE (MC)1.25%$334.90B8.80%68.80%4.60
Bank of America Corp. (BAC)1.23%$324.64B7.80%N/A5.43
Netflix, Inc. (NFLX)1.23%$324.63B14.46%47.63%8.53
Samsung Electronics Co., Ltd. (005930)1.16%$285.53B23.44%39.37%1.70
The Coca-Cola Co. (KO)1.15%$282.42B-0.54%61.22%7.33
Salesforce, Inc. (CRM)1.15%$285.74B8.39%74.46%6.89
Industrial & Commercial Bank of China Ltd. (601398)1.14%$279.17B4.91%N/A3.53
SAP SE (SAP)1.14%$278.13B9.38%73.64%7.21
Chevron Corp. (CVX)1.12%$270.77B5.34%15.98%1.55
ASML Holding NV (ASML)1.12%$270.74B11.90%50.80%11.35
Kweichow Moutai Co., Ltd. (600519)1.12%$270.16B15.06%89.45%15.17
Merck & Co., Inc. (MRK)1.11%$265.72B7.25%73.43%5.49
T-Mobile US, Inc. (TMUS)1.10%$258.52B4.73%49.51%4.35
Roche Holding AG (RO)1.09%$255.85B-7.21%73.06%3.99
Nestlé SA (NESN)1.07%$244.65B-1.51%45.88%3.31
Advanced Micro Devices, Inc. (AMD)1.06%$240.51B17.57%44.98%N/A
Hermès International SCA (RMS)1.06%$238.98B15.73%67.80%14.34
Toyota Motor Corp. (7203)1.06%$238.72B12.24%20.51%1.65
PepsiCo, Inc. (PEP)1.03%$228.04B-0.58%55.70%3.06
Agricultural Bank of China Ltd. (601288)1.03%$226.64B7.34%N/A4.99
AstraZeneca PLC (AZN)1.03%$226.23B12.44%75.69%5.48
Linde Plc (LIN)1.03%$226.05B0.77%36.99%7.02
Wells Fargo & Co. (WFC)1.02%$222.64B22.44%N/A3.69
Cisco Systems, Inc. (CSCO)1.02%$221.58B-5.61%63.44%3.85
Novartis AG (NOVN)1.01%$218.06B6.73%74.23%N/A
Accenture Plc (ACN)1.01%$226.85B1.22%32.65%3.35
Adobe, Inc. (ADBE)1.00%$214.24B10.71%88.96%12.21
Thermo Fisher Scientific, Inc. (TMO)0.99%$210.33B0.23%37.44%6.25
McDonald's Corp. (MCD)0.99%$209.12B2.70%54.77%N/A
Alibaba Group Holding Ltd. (BABA)0.99%$208.20B0.69%39.20%1.16
Philip Morris International, Inc. (PM)0.98%$204.57B8.82%63.44%6.37
L'Oréal SA (LRLCY)0.97%$201.10B10.72%73.74%6.11
China Mobile Ltd. (941)0.97%$201.78B0.73%26.17%1.17
PetroChina Co., Ltd. (601857)0.97%$200.15B11.52%12.61%0.77
Shell Plc (SHEL)0.97%$200.07B2.86%16.13%0.92
Market data by FactSet

Similar indices