The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Alpha Architect 1-3 Month Box ETF BOXX
Morningstar’s Analysis BOXX
Will BOXX 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 199.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Option On Spdr® S&P 500 Etf Trust Sep24 | 163.05 | 5.5 Bil | — |
Option On Ishares Russell 2000 Etf Sep24 | 125.66 | 4.3 Bil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 26.86 | 910.1 Mil | — |
Option On Spdr® S&P 500 Etf Trust Sep24 | 9.19 | 311.3 Mil | — |
Option On Ishares Russell 2000 Etf Sep24 | 2.49 | 84.4 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 1.50 | 50.9 Mil | — |
Option On Spdr® S&P 500 Etf Trust Sep24 | 0.38 | 12.7 Mil | — |
Option On Spdr® S&P 500 Etf Trust Sep24 | 0.31 | 10.3 Mil | — |
First American Government Obligs X | 0.09 | 3.0 Mil | Cash and Equivalents |
Option on S&P 500 PR | 0.00 | 64,382 | — |