D Combined

Распределение активов

Позиция	Категория/Сектор	Целевая доля
AAPL Apple Inc	Technology	11.20%
PEYAX Putnam Large Cap Value Fund	Large Cap Value Equities	8.80%
NEFOX Natixis Funds Trust II Oakmark Fund	Large Cap Value Equities	6.60%
DAGVX BNY Mellon Dynamic Value Fund	Large Cap Value Equities	6.50%
DHAMX Centre American Select Equity Fund	Large Cap Blend Equities	5.70%
FDSVX Fidelity Growth Discovery Fund	Large Cap Growth Equities	5.10%
CFIPX Franklin Global Equity Fund	Global Equities	4.30%
ORCL Oracle Corporation	Technology	3.90%
PRVBX Permanent Portfolio Versatile Bond Portfolio	Short-Term Bond	3.30%
JPEF JPMorgan Equity Focus ETF	Large Cap Blend Equities	3.30%
GOOG Alphabet Inc	Communication Services	3.10%
META Meta Platforms, Inc.	Communication Services	3.10%
GTSGX Madison Mid Cap Fund	Mid Cap Blend Equities	2.60%
BTTRX		2.20%
PRVAX T. Rowe Virginia Tax Free Bond Fund	Municipal Bonds	1.90%
FNBGX Fidelity Long-Term Treasury Bond Index Fund	Government Bonds	1.90%
HFMDX Hennessy Cornerstone Mid Cap 30 Fund	Mid Cap Blend Equities	1.70%
MCK McKesson Corporation	Healthcare	1.40%
SPAXX Fidelity Government Money Market Fund	Money Market	1.30%
AMZN Amazon.com, Inc	Consumer Cyclical	1.30%
NVDA NVIDIA Corporation	Technology	1.10%
NFLX Netflix, Inc.	Communication Services	1.10%
NOW ServiceNow, Inc	Technology	1.10%
ADBE Adobe Inc	Technology	1.10%
CMG Chipotle Mexican Grill, Inc.	Consumer Cyclical	1%
MELI MercadoLibre, Inc.	Consumer Cyclical	1%
BRK-B Berkshire Hathaway Inc.	Financial Services	1%
AVGO Broadcom Inc.	Technology	1%
SHOP Shopify Inc.	Technology	1%
CAVA CAVA Group Inc.	Consumer Cyclical	0.90%
MSFT Microsoft Corporation	Technology	0.90%
BIPC Brookfield Infrastructure Corporation	Financial Services	0.90%
DOCU DocuSign, Inc.	Technology	0.90%
CRWD CrowdStrike Holdings, Inc.	Technology	0.80%
GOOGL Alphabet Inc. Class A	Communication Services	0.80%
MA Mastercard Incorporated	Financial Services	0.70%
V Visa Inc.	Financial Services	0.70%
ABNB Airbnb, Inc.	Consumer Cyclical	0.70%
ROKU Roku, Inc.	Communication Services	0.70%
VRTX Vertex Pharmaceuticals Incorporated	Healthcare	0.70%
PGR The Progressive Corporation	Financial Services	0.60%
CCL Carnival Corporation & Plc	Consumer Cyclical	0.60%
KNSL Kinsale Capital Group, Inc.	Financial Services	0.50%
CRUS Cirrus Logic, Inc.	Technology	0.40%
TSLA Tesla, Inc.	Consumer Cyclical	0.30%
OXY Occidental Petroleum Corporation	Energy	0.20%
RIVN Rivian Automotive, Inc.	Consumer Cyclical	0.10%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

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Open Portfolio Optimizer

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