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Распределение активов

Позиция	Категория/Сектор	Целевая доля
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 Class A	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 ETF	Large Cap Growth Equities	1.20%
SWPPX Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	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 Value 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 Vanguard Extended Market Index Fund Admiral Shares	Mid Cap Blend Equities	0.30%
VEXMX Vanguard Extended Market Index Fund	Mid Cap Growth Equities	1.50%
VGHCX Vanguard Health Care Fund Investor Shares	Health & Biotech Equities	3%
VPL Vanguard FTSE Pacific ETF	Asia Pacific Equities	0.40%
VSMAX Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	0.30%
VTIAX Vanguard Total International Stock Index Fund Admiral Shares	Large Cap Blend Equities, Foreign Large Cap Equities	0.56%
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares	Large Cap Blend Equities	0.40%
VWNAX Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	1%
WBD Warner Bros. Discovery, Inc.	Communication Services	0%
WSMDX William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	0.70%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Этот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: LSI.