Capital Group Private Client Services

Capital Group Private Client Services as of Sept. 30, 2025

Portfolio Holdings for Capital Group Private Client Services

Capital Group Private Client Services holds 280 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR) 17.2 $1.0B 23M 43.92
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 11.6 $693M 20M 34.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.6 $398M 9.5M 42.03
Alphabet Cap Stk Cl C (GOOG) 4.0 $239M 983k 243.55
Alphabet Cap Stk Cl A (GOOGL) 3.3 $200M 822k 243.10
Capital Group Core Equity Et Shs Creation Uni (CGUS) 3.0 $180M 4.6M 39.54
Capital Group Dividend Growe Shs Etf (CGDG) 2.7 $164M 4.7M 34.65
Broadcom (AVGO) 2.7 $163M 495k 329.91
Capital Group Global Equity SHS (CGGE) 2.3 $138M 4.5M 30.79
Microsoft Corporation (MSFT) 2.2 $132M 254k 517.95
Capital Group Conservative E SHS (CGCV) 1.7 $99M 3.3M 30.11
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.6 $95M 3.2M 29.62
Meta Platforms Cl A (META) 1.3 $79M 108k 734.38
Capital Group New Geography SHS (CGNG) 1.3 $75M 2.4M 30.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $75M 122k 612.38
Amazon (AMZN) 1.2 $74M 335k 219.57
Apple (AAPL) 1.2 $73M 287k 254.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $72M 259k 279.29
Ge Aerospace Com New (GE) 1.1 $64M 212k 300.82
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.0 $61M 2.3M 25.98
JPMorgan Chase & Co. (JPM) 0.9 $56M 177k 315.43
Ge Vernova (GEV) 0.8 $47M 76k 614.90
Visa Com Cl A (V) 0.7 $43M 126k 341.38
Constellation Energy (CEG) 0.7 $41M 126k 329.07
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.7 $41M 1.5M 27.29
Philip Morris International (PM) 0.7 $39M 241k 162.20
Marsh & McLennan Companies (MMC) 0.6 $37M 183k 201.53
Capital Group International SHS (CGIC) 0.6 $35M 1.1M 30.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $35M 52k 666.18
Northrop Grumman Corporation (NOC) 0.6 $33M 54k 609.32
Kla Corp Com New (KLAC) 0.5 $32M 30k 1078.60
Capital Group International SHS (CGIE) 0.5 $32M 957k 33.72
Abbott Laboratories (ABT) 0.5 $32M 238k 133.94
Royal Caribbean Cruises (RCL) 0.5 $29M 89k 323.58
Ishares Gold Tr Ishares New (IAU) 0.5 $29M 396k 72.77
Linde SHS (LIN) 0.5 $28M 59k 475.00
Servicenow (NOW) 0.4 $27M 29k 920.28
MercadoLibre (MELI) 0.4 $27M 11k 2336.94
NVIDIA Corporation (NVDA) 0.4 $26M 139k 186.58
Deutsche Bank A G Namen Akt (DB) 0.4 $26M 725k 35.17
Mastercard Incorporated Cl A (MA) 0.4 $22M 39k 568.81
Amgen (AMGN) 0.3 $20M 69k 282.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $19M 59k 328.17
Raytheon Technologies Corp (RTX) 0.3 $19M 114k 167.33
Welltower Inc Com reit (WELL) 0.3 $19M 107k 178.14
TransDigm Group Incorporated (TDG) 0.3 $19M 14k 1318.02
salesforce (CRM) 0.3 $18M 76k 237.00
United Rentals (URI) 0.3 $18M 19k 954.66
Mondelez Intl Cl A (MDLZ) 0.3 $18M 285k 62.47
Atmos Energy Corporation (ATO) 0.3 $18M 104k 170.75
Eli Lilly & Co. (LLY) 0.3 $17M 23k 763.00
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.3 $17M 646k 26.36
Ingersoll Rand (IR) 0.3 $17M 204k 82.62
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.3 $17M 574k 29.32
Ryanair Holdings Sponsored Adr (RYAAY) 0.3 $16M 268k 60.22
UnitedHealth (UNH) 0.3 $16M 47k 345.30
Aon Shs Cl A (AON) 0.3 $16M 45k 356.58
Beone Medicines Sponsored Ads (ONC) 0.2 $15M 44k 340.70
Arthur J. Gallagher & Co. (AJG) 0.2 $14M 46k 309.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $14M 178k 79.93
Netflix (NFLX) 0.2 $14M 12k 1198.92
Ishares Tr Core S&p500 Etf (IVV) 0.2 $14M 21k 669.31
Tc Energy Corp (TRP) 0.2 $13M 247k 54.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $13M 345k 38.57
Vanguard Index Fds Small Cp Etf (VB) 0.2 $13M 52k 254.28
Tractor Supply Company (TSCO) 0.2 $13M 230k 56.87
Electronic Arts (EA) 0.2 $13M 63k 201.70
Abbvie (ABBV) 0.2 $13M 55k 231.54
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $13M 86k 148.61
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $13M 106k 118.83
ConocoPhillips (COP) 0.2 $13M 133k 94.59
Micron Technology (MU) 0.2 $13M 75k 167.32
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $12M 428k 27.75
Waste Connections (WCN) 0.2 $12M 66k 175.80
Hilton Worldwide Holdings (HLT) 0.2 $11M 43k 259.44
S&p Global (SPGI) 0.2 $11M 23k 486.71
CenterPoint Energy (CNP) 0.2 $11M 285k 38.80
Ferrari Nv Ord (RACE) 0.2 $11M 23k 483.27
HEICO Corporation (HEI) 0.2 $11M 33k 322.82
Sempra Energy (SRE) 0.2 $11M 118k 89.98
Chipotle Mexican Grill (CMG) 0.2 $11M 270k 39.19
Danaher Corporation (DHR) 0.2 $10M 53k 198.26
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.2 $10M 366k 28.39
Roblox Corp Cl A (RBLX) 0.2 $10M 74k 138.52
Progressive Corporation (PGR) 0.2 $10M 41k 246.95
Carrier Global Corporation (CARR) 0.2 $9.8M 164k 59.70
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $9.7M 25k 391.64
Metropcs Communications (TMUS) 0.2 $9.4M 39k 239.38
Ametek (AME) 0.1 $8.7M 46k 188.00
Ishares Tr Russell 2000 Etf (IWM) 0.1 $8.7M 36k 241.96
Accenture Plc Ireland Shs Class A (ACN) 0.1 $8.6M 35k 246.60
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $8.4M 401k 21.00
Heico Corp Cl A (HEI.A) 0.1 $8.4M 33k 254.09
TJX Companies (TJX) 0.1 $8.2M 57k 144.54
Canadian Natl Ry (CNI) 0.1 $8.1M 86k 94.30
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $8.0M 102k 78.09
Barrick Mng Corp Com Shs (B) 0.1 $7.9M 241k 32.81
Truist Financial Corp equities (TFC) 0.1 $7.6M 167k 45.72
PNC Financial Services (PNC) 0.1 $7.4M 37k 200.93
Kkr & Co (KKR) 0.1 $7.4M 57k 129.95
Astrazeneca Sponsored Adr (AZN) 0.1 $7.2M 94k 76.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $7.2M 52k 137.80
Honeywell International (HON) 0.1 $7.1M 34k 210.50
Marriott Intl Cl A (MAR) 0.1 $7.0M 27k 260.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $7.0M 12k 596.03
Charter Communications Inc N Cl A (CHTR) 0.1 $6.9M 25k 275.11
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $6.8M 85k 80.65
Capital Group Core Balanced SHS (CGBL) 0.1 $6.8M 197k 34.72
CSX Corporation (CSX) 0.1 $6.8M 191k 35.51
Itt (ITT) 0.1 $6.7M 37k 178.76
Aramark Hldgs (ARMK) 0.1 $6.6M 172k 38.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $6.4M 67k 96.55
Exxon Mobil Corporation (XOM) 0.1 $6.3M 56k 112.75
Entergy Corporation (ETR) 0.1 $6.3M 68k 93.19
Yum! Brands (YUM) 0.1 $6.3M 42k 152.00
Allegheny Technologies Incorporated (ATI) 0.1 $6.3M 77k 81.34
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $6.2M 57k 108.70
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $6.2M 247k 25.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.2M 44k 142.41
Costco Wholesale Corporation (COST) 0.1 $6.0M 6.5k 925.63
Paychex (PAYX) 0.1 $5.9M 47k 126.76
Morgan Stanley Com New (MS) 0.1 $5.6M 35k 158.96
Freeport-mcmoran CL B (FCX) 0.1 $5.5M 140k 39.22
Sherwin-Williams Company (SHW) 0.1 $5.4M 16k 346.26
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV) 0.1 $5.4M 202k 26.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.9M 8.2k 598.77
Ishares Core Msci Emkt (IEMG) 0.1 $4.8M 72k 65.92
Arch Cap Group Ord (ACGL) 0.1 $4.8M 53k 90.73
Toast Cl A (TOST) 0.1 $4.7M 129k 36.51
Church & Dwight (CHD) 0.1 $4.6M 52k 87.63
EQT Corporation (EQT) 0.1 $4.6M 84k 54.43
Ishares Tr Rus 1000 Etf (IWB) 0.1 $4.3M 12k 365.49
Asml Holding N V N Y Registry Shs (ASML) 0.1 $4.3M 4.4k 968.09
Armstrong World Industries (AWI) 0.1 $4.0M 20k 196.01
Hershey Company (HSY) 0.1 $3.9M 21k 187.05
Qiagen Nv Com Shs (QGEN) 0.1 $3.9M 88k 44.68
Chubb (CB) 0.1 $3.9M 14k 282.25
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $3.9M 131k 29.62
FedEx Corporation (FDX) 0.1 $3.9M 16k 235.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.8M 59k 65.26
Lennox International (LII) 0.1 $3.8M 7.2k 529.36
Atlassian Corporation Cl A (TEAM) 0.1 $3.8M 24k 159.70
Axon Enterprise (AXON) 0.1 $3.8M 5.3k 717.64
Comcast Corp Cl A (CMCSA) 0.1 $3.8M 119k 31.42
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI) 0.1 $3.7M 147k 25.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.6M 67k 54.18
Home Depot (HD) 0.1 $3.5M 8.6k 405.19
Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.4M 37k 93.37
South Bow Corp (SOBO) 0.1 $3.3M 117k 28.30
Te Connectivity Ord Shs (TEL) 0.1 $3.3M 15k 219.53
Capital One Financial (COF) 0.1 $3.3M 15k 212.58
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $3.1M 126k 24.63
Jack Henry & Associates (JKHY) 0.1 $3.1M 21k 148.93
AES Corporation (AES) 0.1 $3.1M 234k 13.16
Equifax (EFX) 0.1 $3.1M 12k 256.53
Texas Instruments Incorporated (TXN) 0.1 $3.0M 17k 183.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.0M 50k 60.03
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $3.0M 33k 91.75
Burlington Stores (BURL) 0.1 $3.0M 12k 254.50
Keurig Dr Pepper (KDP) 0.0 $3.0M 117k 25.51
Msci (MSCI) 0.0 $2.9M 5.1k 567.41
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $2.8M 125k 22.72
Spdr Gold Tr Gold Shs (GLD) 0.0 $2.8M 7.9k 355.47
Saia (SAIA) 0.0 $2.7M 9.2k 299.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.6M 28k 91.42
Advanced Drain Sys Inc Del (WMS) 0.0 $2.5M 18k 138.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $2.5M 42k 59.92
Spotify Technology S A SHS (SPOT) 0.0 $2.4M 3.5k 698.00
International Paper Company (IP) 0.0 $2.4M 51k 46.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $2.2M 4.8k 468.46
Humana (HUM) 0.0 $2.2M 8.5k 260.17
Bristol Myers Squibb (BMY) 0.0 $2.2M 49k 45.10
Amphenol Corp Cl A (APH) 0.0 $2.2M 18k 123.75
Flutter Entmt SHS (FLUT) 0.0 $2.1M 8.3k 257.21
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.1M 39k 53.40
Capital Group Equity Etf Tr Us Large Growt (CGGG) 0.0 $2.1M 72k 28.43
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.0M 23k 89.37
Mettler-Toledo International (MTD) 0.0 $2.0M 1.6k 1227.61
Blackstone Group Inc Com Cl A (BX) 0.0 $1.9M 11k 170.85
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.9M 3.9k 479.60
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $1.8M 58k 31.38
Norfolk Southern (NSC) 0.0 $1.7M 5.6k 300.41
Novo-nordisk A S Adr (NVO) 0.0 $1.7M 30k 55.49
Vanguard World Mega Grwth Ind (MGK) 0.0 $1.7M 4.1k 402.44
Regeneron Pharmaceuticals (REGN) 0.0 $1.6M 2.9k 562.27
Gartner (IT) 0.0 $1.6M 6.2k 262.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.6M 11k 140.95
Ceridian Hcm Hldg (DAY) 0.0 $1.6M 23k 68.89
Cme (CME) 0.0 $1.5M 5.6k 270.19
Air Products & Chemicals (APD) 0.0 $1.5M 5.6k 272.72
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $1.5M 21k 70.85
Applied Materials (AMAT) 0.0 $1.5M 7.3k 204.74
Anthem (ELV) 0.0 $1.5M 4.5k 323.12
Universal Display Corporation (OLED) 0.0 $1.4M 10k 143.63
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $1.4M 24k 59.61
Sap Se Spon Adr (SAP) 0.0 $1.4M 5.3k 267.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.4M 4.4k 320.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $1.3M 15k 88.96
Equinix (EQIX) 0.0 $1.2M 1.5k 783.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $1.1M 49k 23.28
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $1.1M 32k 35.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.1M 15k 73.46
Strategy Cl A New (MSTR) 0.0 $1.1M 3.3k 322.21
Coca-Cola Company (KO) 0.0 $1.0M 16k 66.32
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.0M 7.4k 138.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.0M 13k 78.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $973k 4.8k 203.57
Intel Corporation (INTC) 0.0 $961k 29k 33.55
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $942k 16k 58.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $925k 7.7k 120.71
Ishares Tr Select Divid Etf (DVY) 0.0 $911k 6.4k 142.10
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $900k 16k 56.94
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.0 $873k 17k 52.48
Icici Bank Adr (IBN) 0.0 $866k 29k 30.23
Take-Two Interactive Software (TTWO) 0.0 $848k 3.3k 258.36
Ishares Tr Core Msci Eafe (IEFA) 0.0 $824k 9.4k 87.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $815k 16k 50.07
Analog Devices (ADI) 0.0 $802k 3.3k 245.70
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $792k 5.7k 140.06
Kb Finl Group Sponsored Adr (KB) 0.0 $777k 9.4k 82.91
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $760k 4.3k 178.73
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $754k 1.00 754200.00
East West Ban (EWBC) 0.0 $735k 6.9k 106.45
Smurfit Westrock SHS (SW) 0.0 $711k 17k 42.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $668k 4.8k 139.68
Vanguard Index Fds Value Etf (VTV) 0.0 $659k 3.5k 186.49
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $658k 19k 34.92
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $653k 3.0k 215.78
Southern Company (SO) 0.0 $627k 6.6k 94.77
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $619k 2.1k 293.67
CMS Energy Corporation (CMS) 0.0 $614k 8.4k 73.26
Nike CL B (NKE) 0.0 $598k 8.6k 69.73
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $595k 3.4k 176.82
Starbucks Corporation (SBUX) 0.0 $590k 7.0k 84.60
Tradeweb Mkts Cl A (TW) 0.0 $576k 5.2k 110.98
Chevron Corporation (CVX) 0.0 $574k 3.7k 155.29
Sony Group Corp Sponsored Adr (SONY) 0.0 $573k 20k 28.79
Godaddy Cl A (GDDY) 0.0 $563k 4.1k 136.83
Vanguard Index Fds Large Cap Etf (VV) 0.0 $561k 1.8k 307.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $557k 2.9k 194.50
Ishares Tr Short Treas Bd (SHV) 0.0 $553k 5.0k 110.49
Webster Financial Corporation (WBS) 0.0 $551k 9.3k 59.44
PG&E Corporation (PCG) 0.0 $538k 36k 15.08
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $536k 7.0k 76.72
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $532k 5.1k 104.50
State Street Corporation (STT) 0.0 $523k 4.5k 116.01
Ul Solutions Class A Com Shs (ULS) 0.0 $494k 7.0k 70.86
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $494k 19k 26.58
Darden Restaurants (DRI) 0.0 $493k 2.6k 190.36
Alnylam Pharmaceuticals (ALNY) 0.0 $488k 1.1k 456.00
Rexford Industrial Realty Inc reit (REXR) 0.0 $480k 12k 41.11
Merck & Co (MRK) 0.0 $473k 5.6k 83.93
Wells Fargo & Company (WFC) 0.0 $472k 5.6k 83.82
Trinity Industries (TRN) 0.0 $468k 17k 28.04
Watsco, Incorporated (WSO) 0.0 $463k 1.1k 404.30
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $440k 6.4k 68.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $428k 5.8k 74.36
Edwards Lifesciences (EW) 0.0 $394k 5.1k 77.77
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $389k 8.3k 46.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $370k 14k 25.71
Moody's Corporation (MCO) 0.0 $341k 715.00 476.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $310k 4.3k 71.37
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $308k 3.1k 100.68
Vale S A Sponsored Ads (VALE) 0.0 $288k 27k 10.86
Vici Pptys (VICI) 0.0 $275k 8.4k 32.61
Constellation Brands Cl A (STZ) 0.0 $275k 2.0k 134.67
CVS Caremark Corporation (CVS) 0.0 $258k 3.4k 75.39
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $244k 2.2k 110.46
Ishares Tr Core Msci Total (IXUS) 0.0 $238k 2.9k 82.58
Dollar General (DG) 0.0 $237k 2.3k 103.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $231k 1.1k 208.77
Ishares Tr Msci Usa Value (VLUE) 0.0 $226k 1.8k 125.05
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $219k 1.0k 209.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $218k 1.5k 145.65
Lincoln Electric Holdings (LECO) 0.0 $216k 916.00 235.83
Select Sector Spdr Tr Technology (XLK) 0.0 $214k 758.00 282.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $213k 4.3k 49.46
General Mills (GIS) 0.0 $209k 4.1k 50.42
Cibc Cad (CM) 0.0 $207k 2.6k 79.91
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $200k 2.1k 95.14