Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 3.73% |
AMZN Amazon.com, Inc | Consumer Cyclical | 3.35% |
GOOGL Alphabet Inc Class A | Communication Services | 3.18% |
JANEX Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 3.12% |
JANIX Janus Henderson Triton Fund | Small Cap Growth Equities | 3.01% |
JFRDX Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 4.01% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | Mid Cap Growth Equities | 7.81% |
PRHSX T. Rowe Price Health Sciences Fund | Health & Biotech Equities | 11.26% |
VDIGX Vanguard Dividend Growth Fund | Large Cap Blend Equities, Dividend | 10.82% |
VFIAX Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 15.22% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | Mid Cap Blend Equities | 3.18% |
VMMXX | 5.08% | |
VWELX Vanguard Wellington Fund Investor Shares | Diversified Portfolio | 13.05% |
VWENX Vanguard Wellington Fund Admiral Shares | Diversified Portfolio | 3.62% |
VWINX Vanguard Wellesley Income Fund Investor Shares | Diversified Portfolio | 9.56% |
Ticker
Every 3 months
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: VMMXX.