Portfolio concentration
As of March 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.
6.8
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV | — | 6,862 | $1.23M | 60.24% |
| 2 | Fidelity Total International Index Fund | — | 27,969 | $493.10K | 24.13% |
| 3 | FIDELITY US BOND INDEX FUNDFIDELITY ADV | FXNAX | 30,404 | $318.33K | 15.58% |
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