The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Strive 500 ETF STRV
Morningstar’s Analysis STRV
Will STRV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.92 | 45.0 Mil | Technology |
Microsoft Corp | 6.44 | 41.8 Mil | Technology |
NVIDIA Corp | 6.02 | 39.1 Mil | Technology |
Amazon.com Inc | 3.50 | 22.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.65 | 17.2 Mil | Communication Services |
Alphabet Inc Class A | 2.01 | 13.0 Mil | Communication Services |
Alphabet Inc Class C | 1.67 | 10.8 Mil | Communication Services |
Broadcom Inc | 1.63 | 10.6 Mil | Technology |
Eli Lilly and Co | 1.57 | 10.2 Mil | Healthcare |
Tesla Inc | 1.40 | 9.1 Mil | Consumer Cyclical |