The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
ClearShares OCIO ETF OCIO
Morningstar’s Analysis OCIO
Will OCIO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vanguard Growth ETF | 5.67 | 7.6 Mil | — |
Invesco QQQ Trust | 5.66 | 7.6 Mil | — |
Technology Select Sector SPDR® ETF | 5.30 | 7.1 Mil | — |
Invesco S&P 500® Momentum ETF | 4.80 | 6.4 Mil | — |
SPDR® Port S&P 1500 Comps Stk Mkt ETF | 4.66 | 6.3 Mil | — |
iShares 3-7 Year Treasury Bond ETF | 4.64 | 6.2 Mil | — |
ClearShares Ultra-Short Maturity ETF | 4.34 | 5.8 Mil | — |
Vanguard Total Stock Market ETF | 4.31 | 5.8 Mil | — |
iShares Core S&P 500 ETF | 4.11 | 5.5 Mil | — |
Vanguard Value ETF | 4.01 | 5.4 Mil | — |