OCIO
OCIO
About ClearShares OCIO ETF
The ClearShares OCIO ETF seeks to outperform a traditional 60/40 mix of global equity & fixed-income investments. It is an actively managed portfolio primarily focused on passive index-based ETFs, but also uses actively managed ETFs or individual securities. The fund employs a Covered Call strategy to generate income and offset potential market losses.
About ClearShares OCIO ETF
The ClearShares OCIO ETF seeks to outperform a traditional 60/40 mix of global equity & fixed-income investments. It is an actively managed portfolio primarily focused on passive index-based ETFs, but also uses actively managed ETFs or individual securities. The fund employs a Covered Call strategy to generate income and offset potential market losses.
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 NVDA | NVIDIA Corporation | 0.38% | 2.99K | $631.52K |
 AAPL | Apple Inc. | 0.32% | 1.72K | $535.81K |
 AMZN | Amazon.com, Inc. | 0.21% | 1.29K | $348.31K |
 GOOGL | Alphabet Inc. | 0.18% | 773 | $294.00K |
 AVGO | Broadcom Inc. | 0.17% | 637 | $284.59K |
 GOOG | Alphabet Inc. | 0.14% | 623 | $234.51K |
 TSLA | Tesla, Inc. | 0.09% | 337 | $146.86K |
 MU | Micron Technology, Inc. | 0.06% | 102 | $99.04K |
 LLY | Eli Lilly and Company | 0.06% | 93 | $102.77K |
 XOM | Exxon Mobil Corporation | 0.05% | 553 | $80.33K |
 AMD | Advanced Micro Devices, Inc. | 0.05% | 165 | $85.16K |
 WMT | Walmart Inc. | 0.04% | 649 | $75.12K |
 JNJ | Johnson & Johnson | 0.04% | 315 | $70.98K |
 CVX | Chevron Corporation | 0.03% | 254 | $46.34K |
 JPM | JPMorgan Chase & Co. | 0.03% | 185 | $55.37K |
 CAT | Caterpillar Inc. | 0.03% | 62 | $54.30K |
 COST | Costco Wholesale Corporation | 0.03% | 58 | $55.47K |
 INTC | Intel Corporation | 0.03% | 491 | $56.31K |
 V | Visa Inc. | 0.02% | 111 | $36.23K |
SECTOR HOLDINGS
Technology
Financial Services
Industrials
Consumer Cyclical
Healthcare
Communication Services
Consumer Defensive
Energy
Basic Materials
Utilities
Real EstateASSET ALLOCATION BY REGION
United StatesSECTOR HOLDINGS
Technology Financial Services Industrials Consumer Cyclical Healthcare Communication Services Consumer Defensive Energy Basic Materials Utilities Real EstateASSET ALLOCATION BY REGION
United StatesHoldings (Top 20)
NVDA
NVIDIA Corporation
AAPL
Apple Inc.
AMZN
Amazon.com, Inc.
GOOGL
Alphabet Inc.
AVGO
Broadcom Inc.
GOOG
Alphabet Inc.
TSLA
Tesla, Inc.
MU
Micron Technology, Inc.
LLY
Eli Lilly and Company
XOM
Exxon Mobil Corporation
AMD
Advanced Micro Devices, Inc.
WMT
Walmart Inc.
JNJ
Johnson & Johnson
CVX
Chevron Corporation
JPM
JPMorgan Chase & Co.
CAT
Caterpillar Inc.
COST
Costco Wholesale Corporation
INTC
Intel Corporation
V
Visa Inc.