Content Creator and ETF nerd empowering investors to build wealth on their own terms. Not financial advice. No DMs.realmoneymoves.com Anchorage, AKJoined August 2025
We all have our Vices!
My friend smokes a pack of cigs everyday, and has for years.
$8/day
= $2,920/year
= $29,200/decade
If she had been investing that into $SCHG instead (+18.40% annually),
she'd now have ~$70,000.
$SCHD Top Holdings & Sector Allocation: What Stands Out?
Top Holdings
$QCOM: 6.76%
$TXN: 6.00%
$UNH: 5.08%
$CVX: 4.01%
$KO: 3.97%
$MRK: 3.75%
$COP: 3.69%
$VZ: 3.59%
$AMGN: 3.51%
$PG: 3.49%
A few things stand out to me:
• $QCOM and $TXN now make up 12.76% of the fund combined.
• $QCOM has nearly doubled since being added to $SCHD and is now the fund’s largest holding.
• $UNH is up roughly 40% since being added and has held on to the #3 spot.
• Defensive names like $KO, $PG, $MRK, and $VZ continue to be heavily represented, even though all but $KO are still down since the March reconstitution.
• Energy remains well represented with both $CVX and $COP in the Top 10, despite both being down more than 7% since the reconstitution.
Sector Allocation
Staples: 18%
Healthcare: 18%
Technology: 16%
Energy: 15%
Industrials: 11%
Financials: 9%
Discretionary: 7%
Communications: 6%
Utilities: <1%
Real Estate: 0%
Materials: 0%
A few more observations:
• Consumer Staples and Healthcare are tied as the largest sectors at 18%, giving $SCHD a strong defensive foundation.
• Technology has grown to 16% of the fund despite $SCHD holding only four tech stocks. $QCOM is up nearly 100% since being added, while $TXN and $SWKS have gained more than 55% and 40%, respectively.
• Energy remains a major allocation at 15%, even after a challenging year for many energy stocks.
• Industrials and Financials combine for 20%, adding cyclical exposure beyond the fund’s traditional defensive sectors.
• $SCHD has no Real Estate exposure, no Materials exposure, and virtually no Utilities.
The sector mix is one reason I view $SCHD as more than just a dividend ETF. It’s a blend of defense, value, quality, and now a meaningful amount of technology.
What stands out most to you?
"If you think you're so good that you can pick stocks and beat the index, give it a try!
Learn the hard way...
Virtually no one beats the index."
— Kevin O'Leary
@altivolans Well sure, anyone can beat the index for a short time.
The statistics really start to stack against you after 10-15+ year holding periods.
But imo, those are the only periods that really matter.
BREAKING: The S&P 500 ETF, $VOO, has officially become the first ETF in history to surpass $1 trillion in assets under management (AUM).
$VOO has attracted +$69 billion in total inflows so far in 2026, on track for the largest annual intake since the fund’s inception in 2010.
This follows +$118 billion and +$138 billion recorded in 2024 and 2025, respectively.
Since the 2022 bear market, this fund’s AUM has more than TRIPLED.
By comparison, the AUM of S&P 500 ETFs, $IVV and $SPY, rose to ~$860 billion and ~$785 billion, respectively.
To put this into perspective, global ETF AUM stood at $21.9 trillion at the end of April, more than 3 times the $6.4 trillion held at the start of 2020, following 83 consecutive monthly inflows.
ETF investing has never been more popular.
Looking back on this post about $HIMS
Allocations have decreased, and 2 of the 4 ETFs listed here have dropped it completely.
How do you interpret this? 🤔
$HIMS 🧴 builds recurring revenue through direct-to-consumer health, converting trust, convenience, and retention into a scalable, margin-rich engine built for long-term compounding.
Here’s where it sits in digital-health ETFs:
$HEAL ~4.31%
$EKG ~3.52%
$PTH ~3.31%
$THNR ~4.33%
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