Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (4) |
Author: mapg x2  😊 😞
Number: of 6132 
Subject: Weighted Average Indices (OT)
Date: 01/27/24 12:19 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
Sometimes we need to be reminded how the ETF's have created a heavy bias for mega cap stocks.

         ITOT    Shares Core S&P Total US Stock Market ETF
Total: 2643 (Long: 2642 | Short: 1)
Top 10 Holdings Weight 26.45%
Other Holdings 73.55%

Basket Holdings: 1336 AS OF 12/29/2023
Compare All Basket Holdings
index Symbol Company Count() Weight Wt Sum()
AAPL Apple Inc 1 6.03 6.03
MSFT Microsoft Corp 2 5.99 12.02
AMZN Amazon.com Inc 3 2.96 14.98
NVDA NVIDIA Corp 4 2.62 17.60
GOOGL Alphabet Inc Class A 5 1.77 19.37
META Meta Platforms Inc Class A 6 1.68 21.05
GOOG Alphabet Inc Class C 7 1.50 22.55
TSLA Tesla Inc 8 1.47 24.02
BRK.B Berkshire Hathaway Inc Class B 9 1.39 25.41
JPM JPMorgan Chase & Co 10 1.05 26.46
AVGO Broadcom Inc 11 1.05 27.51
UNH UnitedHealth Group Inc 12 1.04 28.55
LLY Eli Lilly and Co 13 0.99 29.54
V Visa Inc Class A 14 0.89 30.43
XOM Exxon Mobil Corp 15 0.86 31.29
JNJ Johnson & Johnson 16 0.81 32.10
MA Mastercard Inc Class A 17 0.76 32.86
HD The Home Depot Inc 18 0.74 33.60
PG Procter & Gamble Co 19 0.74 34.34
COST Costco Wholesale Corp 20 0.63 34.97
MRK Merck & Co Inc 21 0.59 35.56
ABBV AbbVie Inc 22 0.59 36.15
ADBE Adobe Inc 23 0.58 36.73
CVX Chevron Corp 24 0.56 37.29
CRM Salesforce Inc 25 0.55 37.84
AMD Advanced Micro Devices Inc 26 0.51 38.35
PEP PepsiCo Inc 27 0.50 38.85
BAC Bank of America Corp 28 0.50 39.35
KO Coca-Cola Co 29 0.49 39.84
WMT Walmart Inc 30 0.48 40.32
ACN Accenture PLC Class A 31 0.47 40.79
MCD McDonald's Corp 32 0.46 41.25
NFLX Netflix Inc 33 0.46 41.71
INTC Intel Corp 34 0.45 42.16
TMO Thermo Fisher Scientific Inc 35 0.44 42.60
CSCO Cisco Systems Inc 36 0.44 43.04
LIN Linde PLC 37 0.43 43.47
ABT Abbott Laboratories 38 0.41 43.88
WFC Wells Fargo & Co 39 0.38 44.26
CMCSA Comcast Corp Class A 40 0.38 44.64
INTU Intuit Inc 41 0.37 45.01
ORCL Oracle Corp 42 0.36 45.37
PFE Pfizer Inc 43 0.35 45.72
DIS The Walt Disney Co 44 0.35 46.07
VZ Verizon Communications Inc 45 0.34 46.41
QCOM Qualcomm Inc 46 0.34 46.75
DHR Danaher Corp 47 0.33 47.08
AMGN Amgen Inc 48 0.33 47.41
TXN Texas Instruments Inc 49 0.33 47.74
BA Boeing Co 50 0.32 48.06
IBM International Business Machines Corp 51 0.32 48.38
UNP Union Pacific Corp 52 0.32 48.70
CAT Caterpillar Inc 53 0.32 49.02
SPGI S&P Global Inc 54 0.31 49.33
NOW ServiceNow Inc 55 0.31 49.64
PM Philip Morris International Inc 56 0.31 49.95
HON Honeywell International Inc 57 0.30 50.25
GE General Electric Co 58 0.30 50.55
AMAT Applied Materials Inc 59 0.29 50.84
COP ConocoPhillips 60 0.29 51.13
NKE Nike Inc Class B 61 0.28 51.41
NEE NextEra Energy Inc 62 0.27 51.68
GS The Goldman Sachs Group Inc 63 0.27 51.95
UBER Uber Technologies Inc 64 0.27 52.22
LOW Lowe's Companies Inc 65 0.27 52.49
BKNG Booking Holdings Inc 66 0.26 52.75
T AT&T Inc 67 0.26 53.01
RTX RTX Corp 68 0.26 53.27
PLD Prologis Inc 69 0.26 53.53
MS Morgan Stanley 70 0.25 53.78
ISRG Intuitive Surgical Inc 71 0.25 54.03
ELV Elevance Health Inc 72 0.24 54.27
UPS United Parcel Service Inc Class B 73 0.24 54.51
BLK BlackRock Inc 74 0.24 54.75
DE Deere & Co 75 0.23 54.98
TJX TJX Companies Inc 76 0.23 55.21
AXP American Express Co 77 0.23 55.44
MDT Medtronic PLC 78 0.23 55.67
SBUX Starbucks Corp 79 0.23 55.90
GILD Gilead Sciences Inc 80 0.22 56.12
SYK Stryker Corp 81 0.22 56.34
CVS CVS Health Corp 82 0.22 56.56
SCHW Charles Schwab Corp 83 0.22 56.78
LRCX Lam Research Corp 84 0.22 57.00
BMY Bristol-Myers Squibb Co 85 0.22 57.22
VRTX Vertex Pharmaceuticals Inc 86 0.22 57.44
AMT American Tower Corp 87 0.22 57.66
ADP Automatic Data Processing Inc 88 0.21 57.87
ETN Eaton Corp PLC 89 0.21 58.08
C Citigroup Inc 90 0.21 58.29
MDLZ Mondelez International Inc Class A 91 0.21 58.50
ADI Analog Devices Inc 92 0.21 58.71
LMT Lockheed Martin Corp 93 0.21 58.92
PANW Palo Alto Networks Inc 94 0.20 59.12
CB Chubb Ltd 95 0.20 59.32
PGR Progressive Corp 96 0.20 59.52
MMC Marsh & McLennan Companies Inc 97 0.20 59.72
BX Blackstone Inc 98 0.20 59.92
MU Micron Technology Inc 99 0.20 60.12
SP100 REGN Regeneron Pharmaceuticals Inc 100 0.20 60.32
…. …. …. …. …. ….
SP500 ROL Rollins Inc 500 0.03 87.71
…. …. …. …. …. ….
EUSA IVZ Invesco Ltd 650 0.02 90.91
…. …. …. …. …. ….
SP1500 ALEX Alexander & Baldwin Inc 1334 0.01 98.46


GD_
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mapg here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community