Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) - Large Value fund with $190.64 Million in assets. The fund allocates 21.42% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is JPMorgan Chase Co at 2.04% of total assets. This is followed by Apple Inc (2.45%) and Costco Wholesale Corp (1.99%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Chase Co | 2.04% | - | - |
| Apple Inc | 2.45% | - | - |
| Costco Wholesale Corp | 1.99% | - | - |
| Meta Platforms Inc | 2.50% | - | - |
| Exxon Mobil Corp | 2.30% | - | - |
| Johnson Johnson | 1.97% | - | - |
| Walmart Inc | 1.89% | - | - |
| Amazon.com Inc | 2.41% | - | - |
| Caterpillar Inc | 2.47% | - | - |
| Applied Materials Inc | 1.40% | - | - |
| ATT Inc | 1.62% | - | - |
| Wells Fargo Co | 1.83% | - | - |
| Chevron Corp | 1.64% | - | - |
| Gilead Sciences Inc | 1.60% | - | - |
| Progressive Corp/The | 1.57% | - | - |
| Alphabet Inc | 1.71% | - | - |
| Verizon Communications Inc | 1.64% | - | - |
| Merck Co Inc | 2.48% | - | - |
| Micron Technology Inc | 2.36% | - | - |
| Lam Research Corp | 2.06% | - | - |