Nomura Wealth Builder R6 (DDERX) - Allocation--50% to 70% Equity fund with $892.52 Million in assets. The fund allocates 24.35% 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 2.50% of total assets. This is followed by NVIDIA Corp (3.57%) and Microsoft Corp (2.63%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple Inc | 2.50% | - | - |
| NVIDIA Corp | 3.57% | - | - |
| Microsoft Corp | 2.63% | - | - |
| iShares Core MSCI Emerging Markets ETF | 2.08% | - | - |
| Vanguard SP 500 ETF | 6.17% | - | - |
| United States Treasury Note/Bond | 1.91% | - | - |
| iShares Core MSCI Europe ETF | 1.67% | - | - |
| Exxon Mobil Corp | 1.26% | - | - |
| SC HIXSON LLC PP | 1.46% | - | - |
| Merck Co Inc | 1.10% | - | - |
| 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 | 2.27% | - | - |
| United States Treasury Inflation Indexed Bonds | 1.75% | - | - |
| Broadcom Inc | 1.57% | - | - |
| Alphabet Inc | 1.36% | - | - |
| Vanguard Index Funds SP 500 ETF SHS | 7.38% | - | - |
| NVIDIA Corp. COM | 3.57% | - | - |
| iShares Trust CORE MSCI EAFE | 2.44% | - | - |
| Apple Inc. COM | 2.37% | - | - |
| T 4 11/15/35 | 2.34% | - | - |
| Microsoft Corp. COM | 2.10% | - | - |
| Exxon Mobil Corp. COM | 1.55% | - | - |
| iShares Trust IBOXX HI YD ETF | 1.49% | - | - |
| Alphabet Inc. CAP STK CL A | 1.33% | - | - |
| Micron Technology Inc. COM | 1.26% | - | - |
| VANGUARD INDEX FUNDS SP 500 ETF SHS | 8.62% | - | - |
| NVIDIA CORP COM | 3.67% | - | - |
| ISHARES TRUST CORE MSCI PAC | 2.86% | - | - |
| APPLE INC COM | 2.65% | - | - |
| MICROSOFT CORP COM | 2.42% | - | - |
| T 4.375 05/15/36 | 1.92% | - | - |
| BROADCOM INC COM | 1.74% | - | - |
| ISHARES TRUST IBOXX HI YD ETF | 1.70% | - | - |
| ALPHABET INC CAP STK CL A | 1.60% | - | - |
| MICRON TECHNOLOGY INC COM | 1.41% | - | - |