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.
14
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.
59.7
Holdings
As of March 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
FIDELITY SERIES LARGE CAP STOCK FUND |
— |
79,001 |
$2.07M |
11.03% |
| 2 |
Fidelity Series Emerging Markets Opportunities Fund |
— |
75,321 |
$1.96M |
10.40% |
| 3 |
Fidelity Advisor Series Equity Growth Fund |
— |
100,039 |
$1.52M |
8.06% |
| 4 |
Fidelity Series International Value Fund |
— |
95,463 |
$1.51M |
8.02% |
| 5 |
Fidelity Series Overseas Fund |
— |
102,895 |
$1.50M |
7.95% |
| 6 |
Fidelity Series International Growth Fund |
— |
79,084 |
$1.48M |
7.87% |
| 7 |
Fidelity Series Opportunistic Insights Fund |
— |
53,143 |
$1.30M |
6.90% |
| 8 |
Fidelity Series Stock Selector Large Cap Value Fund |
— |
84,736 |
$1.19M |
6.34% |
| 9 |
Fidelity Series Value Discovery Fund |
— |
70,904 |
$1.19M |
6.34% |
| 10 |
Fidelity Advisor Series Growth Opportunities Fund |
— |
66,320 |
$1.06M |
5.65% |
| 11 |
Fidelity Series Long-Term Treasury Bond Index Fund |
— |
172,785 |
$920.94K |
4.89% |
| 12 |
Fidelity Series Canada Fund |
— |
36,940 |
$752.83K |
4.00% |
| 13 |
FIDELITY SERIES ALL-SECTOR EQUITY FUND |
— |
54,967 |
$706.33K |
3.75% |
| 14 |
Fidelity Series Emerging Markets Fund |
— |
38,301 |
$482.97K |
2.57% |
| 15 |
Fidelity Series Small Cap Opportunities Fund |
— |
16,485 |
$279.92K |
1.49% |
| 16 |
Fidelity Series Large Cap Value Index Fund |
— |
10,771 |
$200.33K |
1.06% |
| 17 |
Fidelity Series Intrinsic Opportunities Fund |
— |
17,389 |
$186.06K |
0.99% |
| 18 |
Fidelity Series International Small Cap Fund |
— |
10,161 |
$177.61K |
0.94% |
| 19 |
Fidelity Series Small Cap Discovery Fund |
— |
12,535 |
$135.26K |
0.72% |
| 20 |
Fidelity Series Commodity Strategy Fund |
— |
904 |
$101.36K |
0.54% |
| 21 |
Fidelity Series Small Cap Core Fund |
— |
3,035 |
$42.12K |
0.22% |
| 22 |
U.S. Treasury Bills |
B |
20,000 |
$19.98K |
0.11% |
| 23 |
Fidelity Series Select International Small Cap Fund |
— |
1,045 |
$14.84K |
0.08% |
| 24 |
Fidelity Series Investment Grade Bond Fund |
— |
998 |
$10.09K |
0.05% |
| 25 |
FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND |
— |
247 |
$2.09K |
0.01% |
| 26 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
-10 |
$506 |
0.00% |
| 27 |
S and P MID 400 EMINI FUT SEP25 FAU5 |
— |
8 |
-$6.26K |
-0.03% |
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