Question 1

What are the top holdings in BLUX?

Accepted Answer

Bluemonte Dynamic Total Market ETF (BLUX) holds 278 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 BLUX'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 BLUX's holdings table to analyze concentration risk.

Question 3

What is BLUX's sector allocation?

Accepted Answer

The Sector Allocation chart shows how BLUX 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 BLUX invest in?

Accepted Answer

BLUX'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 BLUX ETF?

Accepted Answer

BLUX's diversification can be assessed by reviewing its 278 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 BLUX's largest positions by weight?

Accepted Answer

BLUX'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	# #SPYM	State Street SPDR Portfolio S&P 500 ETF	Stock	48.34%
2	# #VTWO	Vanguard Russell 2000 ETF	Stock	30.24%
3	# #ISCV	iShares Morningstar Small Cap Value ETF	Stock	15.77%
4	# #SCHA	Schwab U.S. Small-Cap ETF	Stock	5.14%
5	COST	Costco Wholesale Corporation	Stock	0.01%
6	GS	The Goldman Sachs Group, Inc.	Stock	0.01%
7	# #VOO	Vanguard S&P 500 ETF	Stock	0.01%
8	# #QQQ	Invesco QQQ Trust Series I	Stock	0.01%
9	BRK.B	Berkshire Hathaway Inc.	Stock	0.01%
10	CAT	Caterpillar Inc.	Stock	0.01%
11	ACN	Accenture plc	Stock	0.01%
12	META	Meta Platforms, Inc.	Stock	0.01%
13	# #VO	Vanguard Mid-Cap ETF	Stock	0.00%
14	# #IWF	iShares Russell 1000 Growth ETF	Stock	0.00%
15	HD	The Home Depot, Inc.	Stock	0.00%
16	UNH	UnitedHealth Group Incorporated	Stock	0.00%
17	ETN	Eaton Corporation plc	Stock	0.00%
18	AAPL	Apple Inc.	Stock	0.00%
19	GOOGL	Alphabet Inc.	Stock	0.00%
20	# #IWM	iShares Russell 2000 ETF	Stock	0.00%
21	V	Visa Inc.	Stock	0.00%
22	UNP	Union Pacific Corporation	Stock	0.00%
23	WM	Waste Management, Inc.	Stock	0.00%

BLUX ETF Holdings: Bluemonte Dynamic Total Market ETF

Portfolio Allocations

Top 23 Holdings by Portfolio Weight