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Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


EADOX 8.45%FBND 5.85%4 positions 5.33%2 positions 1.21%FELC 10.30%FIVFX 7.71%JGRO 6.94%SCHD 6.00%FELG 5.44%18 positions 42.77%BondBondCryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AVLV
Avantis U.S. Large Cap Value ETF
Large Cap Value Equities
0.48%
AVMV
Avantis U.S. Mid Cap Value ETF
Mid Cap Value Equities
0.46%
AVUV
Avantis US Small Cap Value ETF
Small Cap Value Equities
3.20%
BBLU
Ea Bridgeway Blue Chip ETF
Large Cap Growth Equities
3.98%
BKGI
Bny Mellon Global Infrastructure Income ETF
Energy Equities
3.25%
EADOX
Eaton Vance Emerging Markets Debt Opportunities Fund Class A
Emerging Markets Bonds
8.45%
FBND
Fidelity Total Bond ETF
Intermediate Core-Plus Bond, Actively Managed
5.85%
FCPGX
Fidelity Small Cap Growth Fund
Small Cap Growth Equities
2.12%
FDRXX
0.01%
FELC
Fidelity Enhanced Large Cap Core ETF
Large Cap Growth Equities
10.30%
FELG
Fidelity Enhanced Large Cap Growth ETF
Large Cap Growth Equities
5.44%
FENI
Fidelity Enhanced International ETF
Foreign Large Cap Equities
2.46%
FETH
Fidelity Ethereum Fund
Cryptocurrency
0.88%
FIVFX
Fidelity International Capital Appreciation Fund
Foreign Large Cap Equities
7.71%
FZROX
Fidelity ZERO Total Market Index Fund
Large Cap Blend Equities
1.87%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
Large Cap Growth Equities
0.28%
JAAA
Janus Henderson AAA CLO ETF
CLO
1.33%
JCPI
JPMorgan Inflation Managed Bond ETF
Inflation-Protected Bonds
1%
JEPI
JPMorgan Equity Premium Income ETF
Actively Managed, Dividend, Derivative Income
3.78%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
Derivative Income
1.69%
JGRO
JPMorgan Active Growth ETF
Large Cap Growth Equities, Actively Managed
6.94%
LVHI
Legg Mason International Low Volatility High Dividend ETF
Volatility Hedged Equity, Dividend
3.98%
NEAR
iShares Short Duration Bond Active ETF
Short-Term Bond
2%
PRWAX
T. Rowe Price All-Cap Opportunities Fund
Large Cap Growth Equities
4.40%
RDIV
Invesco S&P Ultra Dividend Revenue ETF
Mid Cap Value Equities, Dividend
4.49%
RDVY
First Trust Rising Dividend Achievers ETF
Large Cap Blend Equities, Dividend
3.03%
RIVN
Rivian Automotive, Inc.
Consumer Cyclical
0.10%
SATO
Invesco Alerian Galaxy Crypto Economy ETF
Cryptocurrency
0.33%
SCHD
Schwab U.S. Dividend Equity ETF
Dividend
6%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Government Bonds
1%
XMMO
Invesco S&P MidCap Momentum ETF
Mid Cap Growth Equities
3.19%

S&P 500 Index