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Распределение активов

Позиция	Категория/Сектор	Целевая доля
FELC Fidelity Enhanced Large Cap Core ETF	Large Cap Blend Equities	10.30%
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A	Emerging Markets Bonds	8.45%
FIVFX Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	7.71%
JGRO JPMorgan Active Growth ETF	Large Cap Growth Equities	6.94%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	6%
FBND Fidelity Total Bond ETF	Intermediate Core-Plus Bond	5.85%
FELG Fidelity Enhanced Large Cap Growth ETF	Large Cap Growth Equities	5.44%
RDIV Invesco S&P Ultra Dividend Revenue ETF	Mid Cap Value Equities, Dividend	4.49%
PRWAX T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	4.40%
BBLU Ea Bridgeway Blue Chip ETF	Large Cap Growth Equities	3.98%
LVHI Franklin International Low Volatility High Dividend Index ETF	Volatility Hedged Equity, Dividend	3.98%
JEPI JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	3.78%
BKGI Bny Mellon Global Infrastructure Income ETF	Energy Equities	3.25%
AVUV Avantis US Small Cap Value ETF	Small Cap Value Equities	3.20%
XMMO Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	3.19%
RDVY First Trust Rising Dividend Achievers ETF	Large Cap Blend Equities, Dividend	3.03%
FENI Fidelity Enhanced International ETF	Foreign Large Cap Equities	2.46%
FCPGX Fidelity Small Cap Growth Fund	Small Cap Growth Equities	2.12%
NEAR iShares Short Duration Bond Active ETF	Short-Term Bond	2%
FZROX Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	1.87%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	1.69%
JAAA Janus Henderson AAA CLO ETF	CLO	1.33%
JCPI JPMorgan Inflation Managed Bond ETF	Inflation-Protected Bonds	1%
SCHR Schwab Intermediate-Term U.S. Treasury ETF	Government Bonds	1%
FETH Fidelity Ethereum Fund	Cryptocurrency	0.88%
AVLV Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	0.48%
AVMV Avantis U.S. Mid Cap Value ETF	Mid Cap Value Equities	0.46%
SATO Invesco Alerian Galaxy Crypto Economy ETF	Cryptocurrency	0.33%
ITOT iShares Core S&P Total U.S. Stock Market ETF	Large Cap Blend Equities	0.28%
RIVN Rivian Automotive, Inc.	Consumer Cyclical	0.10%
FDRXX		0.01%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

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Open Portfolio Optimizer

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