Portfolio
Aug 21, 2026- Stock57.89%
- Bond38.13%
- Cash3.98%
- Other0.00%
- Preferred0.00%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
24%
15%
13%
15%
20%
1%
9%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 3 Holdings Weight: 99.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  FPA Global Equity ETF | 60.70% | — | — | — | — | — | — |
2 FPA Short Duration Government ETF | 36.57% | — | — | — | — | — | — |
3 iShares BB Rated Corporate Bond ETF | 2.25% | — | — | — | — | — | — |