Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
4
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.
3
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.
9.5
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | FIDELITY US BOND INDEX FUNDFIDELITY ADV | FXNAX | 19,142 | $200.42K | 50.47% |
| 2 | FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV | — | 454 | $81.46K | 20.51% |
| 3 | FIDELITY SHORT-TERM BOND INDEX FUND | — | 8,024 | $80.72K | 20.33% |
| 4 | Fidelity Total International Index Fund | — | 1,913 | $33.72K | 8.49% |
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