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.
28.6
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Series Sustainable U.S. Market Fund | — | 102,786 | $1.62M | 27.82% |
| 2 | Fidelity Series Sustainable Investment Grade Bond Fund | — | 154,738 | $1.50M | 25.78% |
| 3 | Fidelity Series Sustainable Non-U.S. Developed Markets Fund | — | 70,041 | $965.17K | 16.56% |
| 4 | FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 81,367 | $616.76K | 10.58% |
| 5 | Fidelity Series Sustainable Emerging Markets Fund | — | 30,815 | $459.75K | 7.89% |
| 6 | Fidelity Series Long-Term Treasury Bond Index Fund | — | 50,537 | $269.36K | 4.62% |
| 7 | FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND | — | 31,439 | $266.29K | 4.57% |
| 8 | FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND | — | 8,359 | $83.09K | 1.43% |
| 9 | Fidelity Series Treasury Bill Index Fund | — | 3,937 | $39.17K | 0.67% |
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