USA Quality Factor

Medium risk

QUAL

growth
balanced
growth income

Top Holdings

Company Logo
Company Logo
Company Logo
Company Logo
Company Logo

124 Securities

Top Sector

Information Technology

Min. Investment

$3,300

Expense Ratio

0.00%

Dividend Yield

1.16%

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
Apple, Inc.AAPL

6.57%

Microsoft Corp.MSFT

6.21%

NVIDIA Corp.NVDA

5.53%

Visa, Inc.V

4.5%

Mastercard, Inc.MA

4.36%

Meta Platforms, Inc.META

3.76%

Eli Lilly & Co.LLY

3.12%

The TJX Cos., Inc.TJX

2.27%

UnitedHealth Group, Inc.UNH

2.15%

Adobe, Inc.ADBE

2.13%

Alphabet, Inc.GOOGL

1.97%

Costco Wholesale Corp.COST

1.9%

Netflix, Inc.NFLX

1.88%

Accenture PlcACN

1.81%

Alphabet, Inc.GOOG

1.7%

NIKE, Inc.NKE

1.67%

Automatic Data Processing, Inc.ADP

1.65%

Procter & Gamble Co.PG

1.53%

Chipotle Mexican Grill, Inc.CMG

1.53%

Johnson & JohnsonJNJ

1.5%

ConocoPhillipsCOP

1.41%

Merck & Co., Inc.MRK

1.31%

Caterpillar, Inc.CAT

1.23%

Applied Materials, Inc.AMAT

1.2%

QUALCOMM, Inc.QCOM

1.17%

Texas Instruments IncorporatedTXN

1.16%

Lockheed Martin Corp.LMT

1.04%

The Coca-Cola Co.KO

1.02%

Blackrock, Inc.BLK

0.96%

KLA Corp.KLAC

0.95%

lululemon athletica, Inc.LULU

0.95%

Linde PlcLIN

0.88%

Arista Networks, Inc.ANET

0.86%

Lam Research Corp.LRCX

0.84%

Schlumberger Ltd.SLB

0.83%

D.R. Horton, Inc.DHI

0.76%

Illinois Tool Works Inc.ITW

0.75%

PepsiCo, Inc.PEP

0.73%

Deckers Outdoor Corp.DECK

0.68%

SempraSRE

0.67%

Marsh & McLennan Cos., Inc.MMC

0.62%

Garmin Ltd.GRMN

0.61%

Cadence Design Systems, Inc.CDNS

0.59%

Amphenol Corp.APH

0.56%

Public StoragePSA

0.55%

3M Co.MMM

0.54%

Texas Pacific Land Corp.TPL

0.54%

Trane Technologies PlcTT

0.53%

Cintas Corp.CTAS

0.53%

Synopsys, Inc.SNPS

0.53%

Simon Property Group, Inc.SPG

0.52%

CME Group, Inc.CME

0.51%

Moody's Corp.MCO

0.5%

Williams-Sonoma, Inc.WSM

0.5%

AppLovin Corp.APP

0.49%

Tractor Supply Co.TSCO

0.49%

PulteGroup, Inc.PHM

0.47%

Ameriprise Financial, Inc.AMP

0.47%

Vertex Pharmaceuticals, Inc.VRTX

0.46%

W.W. Grainger, Inc.GWW

0.46%

Public Service Enterprise Group, Inc.PEG

0.43%

Paychex, Inc.PAYX

0.42%

The Sherwin-Williams Co.SHW

0.4%

CBRE Group, Inc.CBRE

0.39%

Zoetis, Inc.ZTS

0.38%

Consolidated Edison, Inc.ED

0.37%

Ulta Beauty, Inc.ULTA

0.36%

Aflac, Inc.AFL

0.34%

Fastenal Co.FAST

0.34%

Best Buy Co., Inc.BBY

0.33%

Expand Energy Corp.EXE

0.33%

Atmos Energy Corp.ATO

0.31%

CoStar Group, Inc.CSGP

0.29%

American Water Works Co., Inc.AWK

0.29%

Old Dominion Freight Line, Inc.ODFL

0.28%

Manhattan Associates, Inc.MANH

0.28%

AvalonBay Communities, Inc.AVB

0.26%

Air Products & Chemicals, Inc.APD

0.26%

NetApp, Inc.NTAP

0.26%

Pool Corp.POOL

0.24%

Ecolab, Inc.ECL

0.22%

Arch Capital Group Ltd.ACGL

0.22%

IDEXX Laboratories, Inc.IDXX

0.22%

Equity ResidentialEQR

0.2%

Monolithic Power Systems, Inc.MPWR

0.19%

DocuSign, Inc.DOCU

0.18%

Edwards Lifesciences Corp.EW

0.18%

T. Rowe Price Group, Inc.TROW

0.18%

Electronic Arts, Inc.EA

0.17%

Monster Beverage Corp.MNST

0.17%

Agilent Technologies, Inc.A

0.16%

APA Corp.APA

0.15%

EMCOR Group, Inc.EME

0.15%

Veralto Corp.VLTO

0.15%

ResMed, Inc.RMD

0.14%

Veeva Systems, Inc.VEEV

0.14%

Cboe Global Markets, Inc.CBOE

0.14%

LPL Financial Holdings, Inc.LPLA

0.13%

FactSet Research Systems, Inc.FDS

0.12%

PPG Industries, Inc.PPG

0.11%

Essential Utilities, Inc.WTRG

0.11%

The Hershey Co.HSY

0.11%

Expeditors International of Washington, Inc.EXPD

0.1%

Rollins, Inc.ROL

0.1%

Graco, Inc.GGG

0.09%

Paycom Software, Inc.PAYC

0.09%

Jack Henry & Associates, Inc.JKHY

0.09%

West Pharmaceutical Services, Inc.WST

0.09%

Waters Corp.WAT

0.08%

Erie Indemnity Co.ERIE

0.08%

Omnicom Group, Inc.OMC

0.07%

Packaging Corporation of AmericaPKG

0.07%

SEI Investments Co.SEIC

0.07%

Avery Dennison Corp.AVY

0.06%

RPM International, Inc.RPM

0.06%

Molina Healthcare, Inc.MOH

0.06%

United Therapeutics Corp.UTHR

0.06%

MarketAxess Holdings, Inc.MKTX

0.06%

American Financial Group, Inc.AFG

0.06%

Solventum Corp.SOLV

0.06%

Reliance, Inc.RS

0.05%

A. O. Smith Corp.AOS

0.05%

Interpublic Group of Cos., Inc.IPG

0.05%

Brown-Forman Corp.BF.B

0.02%

Zero Expense Ratio Index Investing

Company

DisclosuresLinkedInX

Resources

BlogLearnFee CalculatorTax Bracket Estimator

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.