Portfolio concentration
As of January 31, 2026 · N-PORT
Holdings
3
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
2
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
72.0
Holdings
As of January 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | VANGUARD SHORT-TERM BOND ETF VANGUARD SHORT-TERM BOND ETF | BSV US | 998,542 | $78.81M | 54.60% |
| 2 | iShares Trust CORE US AGGREGATE BD ETF | AGG | 361,622 | $36.21M | 25.08% |
| 3 | Vanguard Short-Term Corporate Bond ETF | — | 359,476 | $28.78M | 19.93% |
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