Question 1

What are the top holdings in APUE?

Accepted Answer

ActivePassive U.S. Equity ETF (APUE) holds 403 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is APUE's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review APUE's holdings table to analyze concentration risk.

Question 3

What is APUE's sector allocation?

Accepted Answer

The Sector Allocation chart shows how APUE distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does APUE invest in?

Accepted Answer

APUE's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is APUE ETF?

Accepted Answer

APUE's diversification can be assessed by reviewing its 403 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are APUE's largest positions by weight?

Accepted Answer

APUE's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	AAPL	Apple Inc	Stock	6.31%
2	NVDA	NVIDIA Corporation	Stock	6.29%
3	MSFT	Microsoft Corporation	Stock	5.63%
4	# #DFAS	Dimensional U.S. Small Cap ETF	Stock	4.69%
5	N NYSE ARCA:DFAS	Dimensional U.S. Small Cap ETF	Cash	4.40%
6	AMZN	Amazon.com, Inc	Stock	3.41%
7	GOOGL	Alphabet Inc.	Stock	3.19%
8	AVGO	Broadcom Inc	Stock	3.02%
9	GOOG	Alphabet Inc.	Stock	2.49%
10	META	Meta Platforms, Inc.	Stock	2.19%
11	TSLA	Tesla, Inc	Stock	1.78%
12	LLY	Eli Lilly and Company	Stock	1.47%
13	JPM	JPMorgan Chase & Co	Stock	1.43%
14	XOM	Exxon Mobil Corporation	Stock	1.06%
15	JNJ	Johnson & Johnson	Stock	1.05%
16	WMT	Walmart Inc.	Stock	0.97%
17	V	Visa Inc	Stock	0.86%
18	BRK.B	Berkshire Hathaway Inc	Stock	0.80%
19	CSCO	Cisco Systems, Inc.	Stock	0.78%
20	NFLX	Netflix, Inc	Stock	0.75%
21	MU	Micron Technology, Inc.	Stock	0.75%
22	C	Citigroup Inc	Stock	0.62%
23	PLTR	Palantir Technologies Inc	Stock	0.57%
24	BK	The Bank of New York Mellon Corporation	Stock	0.56%
25	LRCX	Lam Research Corporation	Stock	0.54%
26	MA	Mastercard Incorporated	Stock	0.54%
27	ABBV	AbbVie Inc.	Stock	0.53%
28	ORCL	Oracle Corporation	Stock	0.53%
29	MRK	Merck & Co., Inc.	Stock	0.52%
30	CMI	Cummins Inc	Stock	0.50%
31	APH	Amphenol Corporation	Stock	0.49%
32	IBM	International Business Machines Corporation	Stock	0.49%
33	AMD	Advanced Micro Devices, Inc	Stock	0.48%
34	N NMFQS:FGXXX	-	Cash	0.46%
35	GD	General Dynamics Corporation	Stock	0.45%
36	AMAT	Applied Materials, Inc	Stock	0.43%
37	RTX	Raytheon Technologies Corporation	Stock	0.43%
38	PG	The Procter & Gamble Company	Stock	0.43%
39	ABT	Abbott Laboratories	Stock	0.42%
40	COST	Costco Wholesale Corporation	Stock	0.42%
41	GS	The Goldman Sachs Group, Inc	Stock	0.41%
42	MDT	Medtronic plc	Stock	0.41%
43	T	AT&T Inc	Stock	0.40%
44	LHX	L3Harris Technologies, Inc	Stock	0.39%
45	MO	Altria Group, Inc	Stock	0.38%
46	QCOM	QUALCOMM Incorporated	Stock	0.38%
47	UBER	Uber Technologies, Inc	Stock	0.36%
48	DUK	Duke Energy Corporation	Stock	0.36%
49	WTM	White Mountains Insurance Group Ltd	Stock	0.36%
50	KLAC	KLA Corporation	Stock	0.35%

APUE ETF Holdings: ActivePassive U.S. Equity ETF

Portfolio Allocations

Top 50 Holdings by Portfolio Weight