D Combined 2

Распределение активов

Позиция	Категория/Сектор	Целевая доля
AAPL Apple Inc	Technology	16.75%
ORCL Oracle Corporation	Technology	7.78%
PEYAX Putnam Large Cap Value Fund	Large Cap Value Equities	6.67%
GOOG Alphabet Inc	Communication Services	4.98%
DAGVX BNY Mellon Dynamic Value Fund	Large Cap Value Equities	4.94%
NEFOX Natixis Funds Trust II Oakmark Fund	Large Cap Value Equities	4.91%
DHAMX Centre American Select Equity Fund	Large Cap Blend Equities	4.38%
FDSVX Fidelity Growth Discovery Fund	Large Cap Growth Equities	3.95%
CFIPX Franklin Global Equity Fund	Global Equities	3.33%
GOOGL Alphabet Inc. Class A	Communication Services	3.14%
JPEF JPMorgan Equity Focus ETF	Large Cap Blend Equities	2.56%
PRVBX Permanent Portfolio Versatile Bond Portfolio	Short-Term Bond	2.52%
META Meta Platforms, Inc.	Communication Services	2.49%
AMZN Amazon.com, Inc	Consumer Cyclical	1.97%
GTSGX Madison Mid Cap Fund	Mid Cap Blend Equities	1.93%
BTTRX		1.66%
SPY State Street SPDR S&P 500 ETF	S&P 500	1.52%
FNBGX Fidelity Long-Term Treasury Bond Index Fund	Government Bonds	1.41%
PRVAX T. Rowe Virginia Tax Free Bond Fund	Municipal Bonds	1.40%
HFMDX Hennessy Cornerstone Mid Cap 30 Fund	Mid Cap Blend Equities	1.29%
UNH UnitedHealth Group Incorporated	Healthcare	1.14%
MCK McKesson Corporation	Healthcare	1.12%
FDRXX		0.96%
JPM JPMorgan Chase & Co.	Financial Services	0.94%
ADBE Adobe Inc	Technology	0.89%
NFLX Netflix, Inc.	Communication Services	0.88%
NVDA NVIDIA Corporation	Technology	0.87%
AVGO Broadcom Inc.	Technology	0.82%
NOW ServiceNow, Inc	Technology	0.80%
SHOP Shopify Inc.	Technology	0.78%
CMG Chipotle Mexican Grill, Inc.	Consumer Cyclical	0.75%
MELI MercadoLibre, Inc.	Consumer Cyclical	0.71%
BRK-B Berkshire Hathaway Inc.	Financial Services	0.70%
BIPC Brookfield Infrastructure Corporation	Financial Services	0.70%
CRWD CrowdStrike Holdings, Inc.	Technology	0.67%
MSFT Microsoft Corporation	Technology	0.67%
VRTX Vertex Pharmaceuticals Incorporated	Healthcare	0.58%
V Visa Inc.	Financial Services	0.58%
CRM Salesforce, Inc.	Technology	0.58%
MA Mastercard Incorporated	Financial Services	0.57%
DOCU DocuSign, Inc.	Technology	0.56%
ROKU Roku, Inc.	Communication Services	0.56%
CAVA CAVA Group Inc.	Consumer Cyclical	0.56%
ABNB Airbnb, Inc.	Consumer Cyclical	0.50%
PGR The Progressive Corporation	Financial Services	0.48%
CCL Carnival Corporation & Plc	Consumer Cyclical	0.46%
KNSL Kinsale Capital Group, Inc.	Financial Services	0.43%
CRUS Cirrus Logic, Inc.	Technology	0.27%
PYPL PayPal Holdings, Inc.	Financial Services	0.26%
TSLA Tesla, Inc.	Consumer Cyclical	0.21%
NVO Novo Nordisk A/S	Healthcare	0.19%
OXY Occidental Petroleum Corporation	Energy	0.13%
RIVN Rivian Automotive, Inc.	Consumer Cyclical	0.10%
SPAXX Fidelity Government Money Market Fund	Money Market	0%
FLCSX Fidelity Large Cap Stock Fund	Large Cap Value Equities	0%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

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portfolio-optimization-cta-description

Open Portfolio Optimizer

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