The JLens 500 Jewish Advocacy U.S. ETF (TOV) was launched on February 26, 2025, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
Launched on February 26, 2025, the JLens 500 Jewish Advocacy U.S. ETF (TOV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
Launched on February 26, 2025, the JLens 500 Jewish Advocacy U.S. ETF (TOV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 626,403 | $17.22M | $19.89M | $2.67M | 15.51% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 380 | $8,918.6 | $12,042.2 | $3,123.6 | 35.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 430 | $11,755 | $13,643.9 | $1,888.9 | 16.07% |
| ARCA Exchange | US Country |
The JLens 500 Jewish Advocacy US ETF is a thoughtfully curated exchange-traded fund (ETF) that is incorporated in the United States. Its primary goal is to replicate the performance of the JLens 500 Jewish Advocacy U.S. Index, focusing on large-cap U.S. equity securities while incorporating values aligned with Jewish principles. By focusing on financial growth through strategic investments, the ETF diversifies exposure to a selection of high-performing U.S. firms, maintaining a commitment to ethical guidelines rooted in Jewish values.
This ETF is designed to track the total return performance of the JLens 500 Jewish Advocacy U.S. Index. Investments are carefully selected to align with Jewish value pillars, allowing investors to pursue growth while adhering to ethical standards. The ETF offers a way to gain exposure to large-cap equities listed in the VettaFi US Equity Large-Cap 500 Index, catering to socially conscious investors.
The underlying index serves as a benchmark for the ETF, comprising large-cap U.S. equities that pass specific criteria, ensuring that the investments uphold certain Jewish values. This index not only tracks financial performance but also reflects a commitment to social responsibility, integrating both economic objectives and ethical principles.
The JLens ETF employs an investment strategy that emphasizes ethical considerations, aligning portfolio choices with Jewish values. Investors can feel confident knowing that their portfolio reflects their principles while still pursuing growth in the stock market.
By investing in a range of large-cap companies across various sectors, the JLens 500 Jewish Advocacy US ETF provides extensive diversification. This strategy mitigates risk, boosts potential returns, and contributes to a well-rounded investment approach in the evolving landscape of the U.S. equity market.
The ETF format offers investors an easily accessible investment vehicle with built-in liquidity benefits. Investors can buy and sell shares throughout the trading day on the stock exchange, allowing for flexibility and efficiency in managing their investment portfolio.