Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
9
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.
5
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.
26.5
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 171,640 | $1.67M | 34.05% |
| 2 | Fidelity Series Sustainable U.S. Market Fund | — | 71,542 | $1.13M | 23.05% |
| 3 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 50,350 | $693.82K | 14.18% |
| 4 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 53,298 | $404.00K | 8.25% |
| 5 | Fidelity Series Sustainable Emerging Markets Fund | — | 22,721 | $339.00K | 6.93% |
| 6 | FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 28,841 | $286.68K | 5.86% |
| 7 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 29,201 | $247.33K | 5.05% |
| 8 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 17,527 | $93.42K | 1.91% |
| 9 | Fidelity Series Treasury Bill Index Fund | — | 3,089 | $30.73K | 0.63% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.