Transparent Value Trust

Transparent Value Trust (CIK 1465886) is an SEC-registered fund company with 5 reporting fund series and $245.5M in net assets as of 2024-09-30.

Registrant

Fund series (5)

SeriesNet assets
Guggenheim Directional Allocation Fund$204.6M
Guggenheim RBP Dividend Fund$17.3M
Guggenheim RBP Large-Cap Market Fund$11.0M
Guggenheim RBP Large-Cap Defensive Fund$7.5M
Guggenheim RBP Large-Cap Value Fund$5.0M

Largest reported holdings (across all series)

HoldingValue
Microsoft Corp$14.5M
Apple Inc$11.1M
NVIDIA Corp$10.2M
Alphabet Inc$9.1M
Meta Platforms Inc$6.5M
Amazon.com Inc$4.7M
Tesla Inc$4.3M
JPMorgan Chase & Co$4.1M
Visa Inc$3.6M
Mastercard Inc$3.6M
Broadcom Inc$3.4M
Walmart Inc$3.3M
Oracle Corp$3.1M
General Electric Co$2.9M
Merck & Co Inc$2.8M

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