Nomura Wealth Builder Fund Class R (DDDRX) is a Allocation--50% to 70% Equity fund with $634.61 Million in assets. The fund allocates 23.42% 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 Apple Inc at 3.01% of total assets. This is followed by NVIDIA Corp (3.67%) and Microsoft Corp (2.69%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple Inc | 3.01% | - | - |
| NVIDIA Corp | 3.67% | - | - |
| Microsoft Corp | 2.69% | - | - |
| iShares Core MSCI Emerging Markets ETF | 2.08% | - | - |
| Vanguard SP 500 ETF | 4.86% | - | - |
| United States Treasury Note/Bond | 1.70% | - | - |
| iShares Core MSCI Europe ETF | 1.67% | - | - |
| Exxon Mobil Corp | 1.26% | - | - |
| SC HIXSON LLC PP | 1.46% | - | - |
| Merck Co Inc | 1.02% | - | - |
| iShares Core U.S. Aggregate Bond ETF | 3.52% | - | - |
| Chattanooga Opportunities LLC | 1.21% | - | - |
| Cisco Systems Inc | 0.97% | - | - |
| iShares iBoxx $ High Yield Corporate Bond ETF | 0.96% | - | - |
| Vanguard Russell 1000 Value | 6.07% | - | - |
| iShares U.S. Treasury Bond ETF | 2.24% | - | - |
| United States Treasury Inflation Indexed Bonds | 1.75% | - | - |
| Broadcom Inc | 1.15% | - | - |