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ITDJ

iShares LifePath Target Date 2070 ETF
1W: +0.3% 1M: -5.9% 3M: -2.2% YTD: -2.2% 1Y: +19.5%
$28.94
-0.12 (-0.40%)
After Hours: $28.19 (-0.75, -2.59%)
Weekly Expected Move ±2.7%
$26 $27 $28 $29 $30
ETF AMEX · AUM $3.9M
ETF-Level Metrics
AUM$4M
Holdings6,165
Top 10 Wt51.4%
Beta0.83
% Profitable54%
Coverage156%
Portfolio Valuation
P/E18.3
P/B3.0
P/S2.7
EV/EBITDA13.1
P/FCF19.3
PEG0.78
Profitability & Returns
Gross Margin39.7%
Net Margin14.7%
ROE16.8%
ROA2.5%
ROIC13.5%
Div Yield1.70%
Leverage & Liquidity
Debt/Equity1.12
Debt/Assets0.17
Net Debt/EBITDA-0.3x
Interest Cov2.4x
Current Ratio0.45
Quick Ratio0.43
Growth (YoY)
Revenue+16.0%
Net Income+30.8%
EPS+31.8%
FCF+26.7%
EBITDA+25.3%
Rev CAGR 3Y+14.3%
Quality Scores
Piotroski F6.7
Altman Z11.10
IS Quality73.1
IS Overall61.0
IS Value49.5
Median P/E15.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Other 5495 113.8%
Technology 763 20.2% 35.4
Financial Services 962 11.9% 20.5
Industrials 980 8.1% 44.7
Healthcare 770 7.5% 10.9
Consumer Cyclical 722 7.5% 14.7
Communication Services 235 6.8% 15.4
Consumer Defensive 352 4.3% 12.6
Energy 275 3.8% 20.2
Basic Materials 504 3.4% 18.0
Real Estate 405 2.8% 26.4
Utilities 207 2.2% 18.2

Smart Money Overlap

98 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 1.33% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 1.15% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 0.73% 4 Bullish 14 9 +0.2%
JNJ Johnson & Johnson 0.54% 4 Bullish 12 2 +0.4%
WMT Walmart Inc. 0.50% 4 Bullish 22 3 +1.2%
NFLX Netflix, Inc. 0.38% 4 Bullish 71 13 +3.2%
ABBV AbbVie Inc. 0.34% 4 Bullish 15 1 -4.0%
HD The Home Depot, Inc. 0.29% 4 Bullish 11 11 -3.3%
CSCO Cisco Systems, Inc. 0.29% 4 Bullish 5 6 +0.1%
MRK Merck & Co., Inc. 0.28% 4 Bullish 11 2 +2.1%
RTX RTX Corporation 0.24% 4 Bullish 18 3 +0.2%
UNH UnitedHealth Group Incorporated 0.23% 4 Bullish 7 5 -1.7%
LIN Linde plc 0.22% 4 Bullish 10 3 +4.3%
GEV GE Vernova Inc. 0.22% 4 Bullish 8 7 +2.9%
WELL Welltower Inc. 0.21% 4 Bullish 6 1 -2.4%
IBM International Business Machines Corporation 0.21% 4 Bullish 10 8 +2.5%
INTC Intel Corporation 0.20% 4 Bullish 2 2 +10.5%
C Citigroup Inc. 0.18% 4 Bullish 35 9 -0.1%
T AT&T Inc. 0.18% 4 Bullish 28 5 -2.3%
CRM Salesforce, Inc. 0.16% 4 Bullish 10 5 -4.2%
Showing 50 of 11670 holdings · Page 1 of 234
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ISHARES RUSSELL 1000 ETF Private 55.38% $5.8M 16,074
2 ISHARES CORE MSCI INT DEVEL ETF Private 26.74% $2.8M 33,107
3 ISHARES CORE MSCI EMERGING MARKETS Private 12.12% $1.3M 18,196
4 NVIDIA CORP NVDA 3.81% $397,736 2,242 35.9 $4.3T Technology
5 ISHARES RUSSELL 2000 ETF Private 3.64% $379,699 1,511
6 APPLE INC AAPL 3.38% $353,211 1,380 32.0 $3.8T Technology
7 MICROSOFT CORP MSFT 2.54% $265,346 711 23.3 $2.8T Technology
8 AMAZON COM INC AMZN 1.85% $192,776 919 28.9 $2.3T Consumer Cyclical
9 ALPHABET INC CLASS A GOOGL 1.58% $164,707 557 27.0 $3.6T Communication Services
10 TAIWAN SEMICONDUCTOR MANUFACTURING Private 1.40% $145,812 2,578
11 BROADCOM INC AVGO 1.33% $139,170 442 59.7 $1.5T Technology
12 ALPHABET INC CLASS C GOOG 1.28% $133,517 453 27.0 $3.6T Communication Services
13 META PLATFORMS INC CLASS A META 1.15% $120,160 209 24.0 $1.4T Communication Services
14 ISHARES CORE U.S. REIT ETF Private 0.99% $103,725 1,723
15 ISHARES 10+ YR INV GR CRP BOND ETF Bond 0.97% $101,601 2,041
16 TESLA INC TSLA 0.93% $97,473 270 307.1 $1.4T Consumer Cyclical
17 BERKSHIRE HATHAWAY INC CLASS B Private 0.81% $84,346 177
18 JPMORGAN CHASE & CO JPM 0.73% $76,670 260 14.4 $794.5B Financial Services
19 ELI LILLY LLY 0.69% $71,807 77 40.7 $884.0B Healthcare
20 EXXON MOBIL CORP XOM 0.62% $65,037 405 24.1 $669.5B Energy
21 SAMSUNG ELECTRONICS LTD Private 0.56% $58,211 496
22 JOHNSON & JOHNSON JNJ 0.54% $56,031 231 22.0 $585.7B Healthcare
23 ASML HOLDING NV ASML.AS 0.51% $52,767 39 46.7 $450.6B Technology
24 WALMART INC WMT 0.50% $52,429 417 45.8 $1.0T Consumer Defensive
25 BLK CSH FND TREASURY SL AGENCY Bond 0.46% $47,835 47,834
26 VISA INC CLASS A V 0.46% $48,509 161 27.7 $580.0B Financial Services
27 COSTCO WHOLESALE CORP COST 0.41% $43,158 43 52.7 $450.3B Consumer Defensive
28 TENCENT HOLDINGS LTD 0700.HK 0.40% $41,715 668 17.4 $4.4T Communication Services
29 MICRON TECHNOLOGY INC MU 0.38% $39,204 107 17.1 $413.0B Technology
30 NETFLIX INC NFLX 0.38% $40,057 406 38.0 $418.1B Communication Services
31 MASTERCARD INC CLASS A MA 0.36% $38,032 77 29.6 $440.4B Financial Services
32 ABBVIE INC ABBV 0.34% $35,446 170 88.0 $369.2B Healthcare
33 CHEVRON CORP CVX 0.34% $35,711 179 32.2 $397.7B Energy
34 ADVANCED MICRO DEVICES INC AMD 0.32% $33,565 154 81.8 $354.6B Technology
35 PROCTER & GAMBLE PG 0.31% $32,210 225 21.1 $334.4B Consumer Defensive
36 BANK OF AMERICA CORP BAC 0.30% $31,042 629 11.9 $354.4B Financial Services
37 PALANTIR TECHNOLOGIES INC CLASS A PLTR 0.30% $31,076 209 218.1 $340.2B Technology
38 CATERPILLAR INC CAT 0.30% $31,821 44 37.7 $335.6B Industrials
39 ASTRAZENECA PLC AZN.L 0.30% $31,836 157 30.2 $237.5B Healthcare
40 SK HYNIX INC Private 0.30% $31,204 57
41 CISCO SYSTEMS INC CSCO 0.29% $30,138 381 28.2 $312.2B Technology
42 HOME DEPOT INC HD 0.29% $30,653 95 22.6 $320.3B Consumer Cyclical
43 MERCK & CO INC MRK 0.28% $28,752 238 16.5 $298.8B Healthcare
44 HSBC HOLDINGS PLC HSBA.L 0.28% $29,291 1,737 12.8 $218.6B Financial Services
45 NOVARTIS AG NOVN.SW 0.28% $29,659 192 21.0 $235.1B Healthcare
46 GE AEROSPACE GE 0.27% $28,025 100 34.5 $296.6B Industrials
47 COCA-COLA KO 0.27% $28,591 373 25.2 $330.0B Consumer Defensive
48 ROCHE PS PAR AG ROP.SW 0.27% $28,285 71 $253.1B Healthcare
49 ALIBABA GROUP HOLDING LTD 9988.HK 0.26% $27,207 1,799 21.4 $2.3T Consumer Cyclical
50 SHELL PLC SHEL.L 0.26% $27,298 582 15.0 $199.2B Energy
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms