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Распределение активов

Позиция	Категория/Сектор	Целевая доля
AVLV Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	0.48%
AVUV Avantis US Small Cap Value ETF	Small Cap Value Equities	3.20%
BBLU Ea Bridgeway Blue Chip ETF	Large Cap Growth Equities	3.98%
BKGI Bny Mellon Global Infrastructure Income ETF	Energy Equities	3.25%
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A	Emerging Markets Bonds	8.45%
FBND Fidelity Total Bond ETF	Intermediate Core-Plus Bond, Actively Managed	5.85%
FCPGX Fidelity Small Cap Growth Fund	Small Cap Growth Equities	2.12%
FDRXX		0.01%
FELC Fidelity Enhanced Large Cap Core ETF	Large Cap Growth Equities	10.30%
FELG Fidelity Enhanced Large Cap Growth ETF	Large Cap Growth Equities	5.44%
FENI Fidelity Enhanced International ETF	Foreign Large Cap Equities	2.46%
FIVFX Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	7.71%
FZROX Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	1.87%
ITOT iShares Core S&P Total U.S. Stock Market ETF	Large Cap Growth Equities	0.28%
JAAA Janus Henderson AAA CLO ETF	CLO	1.33%
JCPI JPMorgan Inflation Managed Bond ETF	Inflation-Protected Bonds	1.25%
JEPI JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	3.78%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Derivative Income	1.69%
JGRO JPMorgan Active Growth ETF	Large Cap Growth Equities, Actively Managed	6.94%
LVHI Legg Mason International Low Volatility High Dividend ETF	Volatility Hedged Equity, Dividend	3.98%
NEAR iShares Short Duration Bond Active ETF	Short-Term Bond	2.50%
PRWAX T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	4.40%
RDIV Invesco S&P Ultra Dividend Revenue ETF	Mid Cap Value Equities, Dividend	4.49%
RDVY First Trust Rising Dividend Achievers ETF	Large Cap Blend Equities, Dividend	3.03%
RIVN Rivian Automotive, Inc.	Consumer Cyclical	0.44%
SATO Invesco Alerian Galaxy Crypto Economy ETF	Cryptocurrency	0.33%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	6%
SCHR Schwab Intermediate-Term U.S. Treasury ETF	Government Bonds	1.25%
XMMO Invesco S&P MidCap Momentum ETF	Mid Cap Growth Equities	3.19%

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: FDRXX.