THEMATIC Dividend Growth Plan



Index Performance




This index tracks the investment plan "Dividend Growth" created by From the plan description: U.S. stocks from companies with a history of consistently growing dividends, defined using the top 20 holdings by weight from the iShares Core Dividend Growth ETF (DGRO).

  • TickerPUBDIV
  • Inception Date11/27/2023
  • WeightingEqual
  • # of holdings20
What's inside?


All holdings as of February 23, 2024
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Merck & Co., Inc. (MRK)5.87%$327.55B2.81%76.88%N/A
AbbVie, Inc. (ABBV)5.52%$312.22B-6.44%69.35%5.93
Broadcom Inc. (AVGO)5.46%$610.88B7.88%65.05%10.70
Procter & Gamble Co. (PG)5.33%$377.80B3.22%52.69%4.63
JPMorgan Chase & Co. (JPM)5.30%$527.31B51.91%N/A4.87
Microsoft Corp. (MSFT)5.24%$3.06T17.58%68.36%12.47
The Home Depot, Inc. (HD)4.97%$369.58B-3.01%31.63%2.65
Amgen, Inc. (AMGN)4.97%$152.83B7.35%69.96%7.48
The Coca-Cola Co. (KO)4.94%$263.71B6.98%59.75%6.00
Johnson & Johnson (JNJ)4.94%$386.49B-10.38%68.60%4.80
Pfizer Inc. (PFE)4.93%$155.56B-41.70%50.06%3.88
Chevron Corp. (CVX)4.90%$292.53B-16.69%15.36%1.49
Exxon Mobil Corp. (XOM)4.87%$418.70B-16.42%24.92%1.26
Bristol Myers Squibb Co. (BMY)4.86%$103.80B-2.50%56.34%3.02
PepsiCo, Inc. (PEP)4.84%$231.25B5.86%54.48%2.97
Bank of America Corp. (BAC)4.82%$264.60B51.46%N/A5.15
UnitedHealth Group, Inc. (UNH)4.70%$486.97B14.64%N/A1.51
Cisco Systems, Inc. (CSCO)4.67%$196.67B-5.89%64.51%3.47
Comcast Corp. (CMCSA)4.49%$166.06B0.12%57.97%2.30
Apple, Inc. (AAPL)4.38%$2.85T2.07%45.87%7.87
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