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.
60.0
Holdings
As of January 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | VANGUARD LONG-TERM BOND ETF MUTUAL FUND | BLV | 1,316,198 | $91.66M | 64.51% |
| 2 | iShares Trust CORE US AGGREGATE BD ETF | AGG | 359,442 | $35.99M | 25.33% |
| 3 | Vanguard Scottsdale Funds LG-TERM COR BD | VCLT | 186,092 | $14.18M | 9.98% |
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