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Price related data not available

Returns

Time FrameNDAAS&P500
1-Week Return1.88%2.37%
1-Month Return3.31%3.53%
3-Month Return8.15%7.9%
6-Month Return18.43%24.74%
1-Year Return12.28%18.31%
3-Year Return11.72%76.76%

Largest Holdings

Stock name Ticker Weight
IEMG-img iShares Core MSCI Emerging Markets ETF
IEMG
20.66%
VUG-img Vanguard Index Funds - Vanguard Growth ETF
VUG
20.31%
IEFA-img iShares Trust - iShares Core MSCI EAFE ETF
IEFA
19.08%
VOO-img Vanguard S&P 500 ETF
VOO
16.9%
EMB-img iShares J.P. Morgan USD Emerging Markets Bond ETF
EMB
5.08%
VCIT-img Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VCIT
4.9%
USHY-img iShares Broad USD High Yield Corporate Bond ETF
USHY
4.88%
BCI-img abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
4.44%
IJR-img iShares Core S&P Small-Cap ETF
IJR
2.52%
FGXXX-img First American Funds Inc. - Government Obligations Fund
FGXXX
1.27%

Sector Breakdown

Sector Weight
Information Technology
30.57%
Financials
15.37%
Consumer discretionary
11.87%
Industrials
10.17%
Communication services
9.69%
All Others
22.33%

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