Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
8
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.
4
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.
107.5
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | BND US | 85,947 | $6.33M | 38.78% |
| 2 | Vanguard S&P 500 ETF | — | 5,600 | $3.35M | 20.51% |
| 3 | Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF | VEA US | 34,952 | $2.24M | 13.73% |
| 4 | VANGUARD A S+P MIDCAP 400 INDEX FDVANGUARD S+P MID-CAP 400 ETF | IVOO | 16,416 | $1.88M | 11.50% |
| 5 | Vanguard Scottsdale Funds VNG RUS2000IDX | VTWO | 14,714 | $1.47M | 9.03% |
| 6 | VANGUARD FTSE EM | — | 13,688 | $739.84K | 4.53% |
| 7 | Dreyfus Instl Resv PFD GOVT INSTL | DSVXX | 397,779 | $397.78K | 2.44% |
| 8 | MONEY MARKET FUND | GOIXX | 27,384 | $27.38K | 0.17% |
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