M/D Port

Распределение активов

Позиция	Категория/Сектор	Целевая доля
APGYX AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	11.57%
PRDGX T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	11.09%
SLYG SPDR S&P 600 Small Cap Growth ETF	Small Cap Growth Equities	9.75%
VTI Vanguard Total Stock Market ETF	Large Cap Blend Equities	9.14%
SCHH Schwab US REIT ETF	REIT	5.76%
BKLC BNY Mellon US Large Cap Core Equity ETF	Large Cap Blend Equities	5.73%
NWLG		5.42%
TROSX T. Rowe Price Overseas Stock Fund	Foreign Large Cap Equities	4.04%
MEIIX MFS Value Fund Class I	Large Cap Value Equities	4.02%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	3.78%
HFQAX Janus Henderson Global Equity Income Fund	Foreign Large Cap Equities	3.25%
BALFX American Funds American Balanced Fund	Diversified Portfolio	3.18%
ODMAX Invesco Developing Markets Fund	Emerging Markets Diversified	2.45%
BEXIX Baron Emerging Markets Fund	Emerging Markets Diversified	2.29%
NFFFX American Funds New World Fund	Emerging Markets Equities	2.18%
RPICX T. Rowe Price Institutional International Disciplined Equity Fund	Foreign Large Cap Equities	2.18%
TMDIX AMG TimesSquare Mid Cap Growth Fund	Mid Cap Growth Equities	2.10%
DODGX Dodge & Cox Stock Fund Class I	Large Cap Value Equities	1.74%
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund	Mid Cap Value Equities	1.67%
SPY State Street SPDR S&P 500 ETF	S&P 500	1.55%
BSCFX Baron Small Cap Fund	Small Cap Growth Equities	1.42%
GOGFX Victory Sycamore Small Company Opportunity Fund	Small Cap Value Equities	1.40%
SCHF Schwab International Equity ETF	Foreign Large Cap Equities	1.34%
MCSFX MFS Commodity Strategy Fund	Commodities	1.01%
NLCAX Voya Large-Cap Growth Fund	Large Cap Growth Equities	0.70%
AFMFX American Funds American Mutual Fund Class F-3	Large Cap Value Equities	0.62%
CIVVX Causeway International Value Fund	Foreign Large Cap Equities	0.62%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

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Open Portfolio Optimizer

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