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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.1% | +2.8% | +4.8% | +2.7% | +16.2% | +17.0% | +67.6% | +67.1% | +425.8% |
| Peer average | −0.6% | +1.3% | +0.5% | −2.6% | +9.8% | +11.3% | +55.6% | +49.5% | — |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$46 of every $1,000 in PFM is Eli
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | LLYEli Lilly | Healthcare | 4.64% | $464.01 | 27K | $38.7M |
| 2 | AAPLApple | Technology | 4.32% | $431.52 | 101K | $36.0M |
| 3 | MSFTMicrosoft | Technology | 3.95% | $394.93 | 63K | $32.9M |
| 4 | AVGOBroadcom | Technology | 3.58% | $358.43 | 87K | $29.9M |
| 5 | WMTWalmart | Consumer Defensive | 3.42% | $341.93 | 227K | $28.5M |
| 6 | JPMJPMorgan Chase | Financial Services | 3.14% | $313.74 | 76K | $26.2M |
| 7 | VVisa | Financial Services | 2.48% | $248.42 | 49K | $20.7M |
| 8 | XOMExxonMobil | Energy | 2.35% | $235.12 | 118K | $19.6M |
| 9 | JNJJohnson & Johnson | Healthcare | 2.32% | $231.72 | 69K | $19.3M |
| 10 | MAMastercard | Financial Services | 1.97% | $196.98 | 25K | $16.4M |
| 11 | ABBVAbbVie | Healthcare | 1.79% | $178.78 | 51K | $14.9M |
| 12 | COSTCostco Wholesale | Consumer Defensive | 1.65% | $165.44 | 13K | $13.8M |
| 13 | CVXChevron | Energy | 1.44% | $144.30 | 56K | $12.0M |
| 14 | KOCoca-Cola /The | Consumer Defensive | 1.44% | $143.97 | 123K | $12.0M |
| 15 | CSCOCisco Systems | Technology | 1.36% | $136.23 | 113K | $11.4M |
of the $858B in 401 Dividend stocks ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | LLY | Eli Lilly & | 4.64% |
| 2 | AAPL | Apple | 4.32% |
| 3 | MSFT | Microsoft | 3.95% |
| 4 | AVGO | Broadcom | 3.58% |
| 5 | WMT | Walmart | 3.42% |
| 6 | JPM | JPMorgan Chase & | 3.14% |
| 7 | V | Visa | 2.48% |
| 8 | XOM | ExxonMobil | 2.35% |
| 9 | JNJ | Johnson & Johnson | 2.32% |
| 10 | MA | Mastercard | 1.97% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 21, 2026 | Sep 25, 2026 | $0.18 |
| Jun 22, 2026 | Jun 26, 2026 | $0.19 |
| Mar 23, 2026 | Mar 27, 2026 | $0.19 |
| Dec 22, 2025 | Dec 26, 2025 | $0.18 |
| Sep 22, 2025 | Sep 26, 2025 | $0.17 |
| Jun 23, 2025 | Jun 27, 2025 | $0.19 |
| Mar 24, 2025 | Mar 28, 2025 | $0.18 |
| Dec 23, 2024 | Dec 27, 2024 | $0.18 |
| Sep 23, 2024 | Sep 27, 2024 | $0.17 |
| Jun 24, 2024 | Jun 28, 2024 | $0.19 |
| Mar 18, 2024 | Mar 22, 2024 | $0.18 |
| Dec 18, 2023 | Dec 22, 2023 | $0.21 |
