USA Quality Factor

Medium risk

QUAL

growth
balanced
growth income

Top Holdings

123 Securities

Top Sector

Information Technology

Min. Investment

$3,000

Expense Ratio

0.00%

Dividend Yield

1.19%

Description

This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.

Period From - To

Simulated Investment

Slippage (bps)

Rebalance Frequency

Generated using historical backtest simulation

Our interactive backtest tools is not reflective of actual live performance and these returns are hypothetical. Actual costs resulting from live trading may differ significantly, and backtest pricing data is not indicative realtime pricing data. Past performance is not an indicator of future performance. Learn more about how backtests work on Double here

Starting Point Holdings

NameSymbolAllocation
NVIDIA Corp.NVDA

7.05%

Apple, Inc.AAPL

5.51%

Visa, Inc.V

4.5%

Microsoft Corp.MSFT

4.48%

Mastercard, Inc.MA

4.18%

Meta Platforms, Inc.META

4.12%

Eli Lilly & Co.LLY

3.42%

UnitedHealth Group, Inc.UNH

2.83%

Costco Wholesale Corp.COST

2.59%

Johnson & JohnsonJNJ

2.11%

The TJX Cos., Inc.TJX

1.99%

Netflix, Inc.NFLX

1.88%

Alphabet, Inc.GOOGL

1.81%

ConocoPhillipsCOP

1.74%

Adobe, Inc.ADBE

1.74%

Automatic Data Processing, Inc.ADP

1.73%

Cisco Systems, Inc.CSCO

1.72%

Accenture PlcACN

1.66%

Alphabet, Inc.GOOG

1.58%

The Coca-Cola Co.KO

1.44%

Caterpillar, Inc.CAT

1.39%

NIKE, Inc.NKE

1.34%

Texas Instruments IncorporatedTXN

1.32%

Chipotle Mexican Grill, Inc.CMG

1.27%

Applied Materials, Inc.AMAT

1.17%

QUALCOMM, Inc.QCOM

1.14%

Linde PlcLIN

1.12%

PepsiCo, Inc.PEP

1.09%

Lockheed Martin Corp.LMT

1.07%

Blackrock, Inc.BLK

0.97%

SempraSRE

0.94%

Schlumberger Ltd.SLB

0.9%

KLA Corp.KLAC

0.76%

Arista Networks, Inc.ANET

0.74%

Marsh & McLennan Cos., Inc.MMC

0.73%

Lam Research Corp.LRCX

0.73%

Illinois Tool Works Inc.ITW

0.71%

Prologis, Inc.PLD

0.71%

D.R. Horton, Inc.DHI

0.7%

Public Service Enterprise Group, Inc.PEG

0.7%

lululemon athletica, Inc.LULU

0.62%

Texas Pacific Land Corp.TPL

0.61%

Cintas Corp.CTAS

0.6%

Vertex Pharmaceuticals, Inc.VRTX

0.6%

Cadence Design Systems, Inc.CDNS

0.6%

W.W. Grainger, Inc.GWW

0.58%

The Sherwin-Williams Co.SHW

0.56%

Public StoragePSA

0.54%

CME Group, Inc.CME

0.53%

Moody's Corp.MCO

0.53%

Synopsys, Inc.SNPS

0.52%

Zoetis, Inc.ZTS

0.51%

Amphenol Corp.APH

0.5%

Consolidated Edison, Inc.ED

0.5%

3M Co.MMM

0.5%

Deckers Outdoor Corp.DECK

0.49%

Garmin Ltd.GRMN

0.48%

Paychex, Inc.PAYX

0.48%

PulteGroup, Inc.PHM

0.43%

Tractor Supply Co.TSCO

0.42%

Aflac, Inc.AFL

0.41%

Fastenal Co.FAST

0.41%

Atmos Energy Corp.ATO

0.4%

Williams-Sonoma, Inc.WSM

0.37%

Air Products & Chemicals, Inc.APD

0.36%

CBRE Group, Inc.CBRE

0.35%

Old Dominion Freight Line, Inc.ODFL

0.33%

Ameriprise Financial, Inc.AMP

0.33%

Ulta Beauty, Inc.ULTA

0.29%

IDEXX Laboratories, Inc.IDXX

0.29%

Ferguson Enterprises, Inc.FERG

0.28%

Best Buy Co., Inc.BBY

0.27%

CoStar Group, Inc.CSGP

0.27%

Edwards Lifesciences Corp.EW

0.25%

Arch Capital Group Ltd.ACGL

0.24%

EQT Corp.EQT

0.24%

AvalonBay Communities, Inc.AVB

0.23%

NetApp, Inc.NTAP

0.22%

Pool Corp.POOL

0.22%

Monster Beverage Corp.MNST

0.21%

Rockwell Automation, Inc.ROK

0.21%

Veralto Corp.VLTO

0.21%

Electronic Arts, Inc.EA

0.21%

Agilent Technologies, Inc.A

0.2%

Manhattan Associates, Inc.MANH

0.19%

T. Rowe Price Group, Inc.TROW

0.19%

APA Corp.APA

0.19%

Equity ResidentialEQR

0.18%

Monolithic Power Systems, Inc.MPWR

0.18%

LPL Financial Holdings, Inc.LPLA

0.17%

ResMed, Inc.RMD

0.17%

EMCOR Group, Inc.EME

0.17%

Keysight Technologies, Inc.KEYS

0.17%

Veeva Systems, Inc.VEEV

0.15%

The Hershey Co.HSY

0.15%

Cboe Global Markets, Inc.CBOE

0.15%

PPG Industries, Inc.PPG

0.15%

Waters Corp.WAT

0.13%

Expeditors International of Washington, Inc.EXPD

0.12%

FactSet Research Systems, Inc.FDS

0.12%

Watsco, Inc.WSO

0.12%

West Pharmaceutical Services, Inc.WST

0.12%

Rollins, Inc.ROL

0.11%

Graco, Inc.GGG

0.11%

Packaging Corporation of AmericaPKG

0.1%

Omnicom Group, Inc.OMC

0.1%

Jack Henry & Associates, Inc.JKHY

0.09%

Molina Healthcare, Inc.MOH

0.09%

Reliance, Inc.RS

0.09%

Erie Indemnity Co.ERIE

0.09%

Super Micro Computer, Inc.SMCI

0.09%

United Therapeutics Corp.UTHR

0.08%

Paycom Software, Inc.PAYC

0.08%

Avery Dennison Corp.AVY

0.08%

MarketAxess Holdings, Inc.MKTX

0.07%

SEI Investments Co.SEIC

0.07%

American Financial Group, Inc.AFG

0.06%

A. O. Smith Corp.AOS

0.06%

Enphase Energy, Inc.ENPH

0.06%

Interpublic Group of Cos., Inc.IPG

0.05%

Solventum Corp.SOLV

0.05%

Brown-Forman Corp.BF.B

0.04%

Walgreens Boots Alliance, Inc.WBA

0.03%

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