all but So over 1.5 only 9-26-25

Asset Allocation

Position	Category/Sector	Target Weight
META Meta Platforms, Inc.	Communication Services	7%
GOOG Alphabet Inc	Communication Services	7%
MSFT Microsoft Corporation	Technology	6%
SNEX StoneX Group Inc.	Financial Services	6%
AVGO Broadcom Inc.	Technology	4%
AVDV Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	4%
QQQM Invesco NASDAQ 100 ETF	Nasdaq-100	4%
MAIN Main Street Capital Corporation	Financial Services	4%
MFG Mizuho Financial Group, Inc.	Financial Services	4%
LVHI Franklin International Low Volatility High Dividend Index ETF	Volatility Hedged Equity, Dividend	4%
AIRR First Trust RBA American Industrial Renaissance ETF	Building & Construction	4%
WEC WEC Energy Group, Inc.	Utilities	4%
EUFN iShares MSCI Europe Financials ETF	Financials Equities	4%
EWO iShares MSCI Austria ETF	Europe Equities	4%
RJF Raymond James Financial, Inc.	Financial Services	4%
EZU iShares MSCI Eurozone ETF	Europe Equities	4%
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	4%
WRB W. R. Berkley Corporation	Financial Services	4%
ATO Atmos Energy Corporation	Utilities	4%
WMT Walmart Inc.	Consumer Defensive	4%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund	Gold, Precious Metals	4%
INOD Innodata Inc.	Technology	3%
ELP		3%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Portfolio Optimizer

Find the right asset allocation for all but So over 1.5 only 9-26-25

Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: ELP.