modlelj

Последнее обновление 25 июл. 2024 г.

Позиция	Категория/Сектор	Вес
A Agilent Technologies, Inc.	Healthcare	0.60%
AAPL Apple Inc	Technology	38%
CMCSA Comcast Corporation	Communication Services	0.56%
EFA iShares MSCI EAFE ETF	Foreign Large Cap Equities	0%
EIGIX Eaton Vance Core Bond Fund	Intermediate Core-Plus Bond	0.20%
FCNTX Fidelity Contrafund Fund	Large Cap Growth Equities	25%
FGRIX Fidelity Growth & Income Portfolio	Large Cap Value Equities	6%
FMAGX Fidelity Magellan Fund	Large Cap Growth Equities	10%
FOSFX Fidelity Overseas Fund	Foreign Large Cap Equities	0.65%
GOOG Alphabet Inc.	Communication Services	2.50%
GOOGL Alphabet Inc.	Communication Services	2.50%
IBB iShares Nasdaq Biotechnology ETF	Health & Biotech Equities	0.50%
KEYS Keysight Technologies, Inc.	Technology	0.30%
LSI		0%
QQQ Invesco QQQ	Large Cap Blend Equities	1.20%
SWPPX Schwab S&P 500 Index Fund	Large Cap Blend Equities	3%
T AT&T Inc.	Communication Services	0%
VBMFX Vanguard Total Bond Market Index Fund	Intermediate Core Bond	0.08%
VBR Vanguard Small-Cap Value ETF	Small Cap Blend Equities	0.40%
VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares	Emerging Markets Equities	0.20%
VEUSX Vanguard European Stock Index Fund Admiral Shares	Europe Equities	0.14%
VEXAX		0.30%
VEXMX		1.50%
VGHCX		3%
VPL		0.40%
VSMAX		0.30%
VTIAX		0.56%
VTSAX		0.40%
VWNAX		1%
WBD		0%
WSMDX		0.70%

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