Smart Portfolio Weighting

Asset Class Weights (%)
Total: 100.0%
Equities
Fixed Income
Commodities
Alternatives
Private Assets
Real Estate
Cash

Equities: Funds vs. Individual Stocks
Total: 100.0%
Funds %
Individual Stocks %

Equity Fund Sub-Classes

Total: 100.0%
Benchmark
Growth
Value
Small Cap
International
Emerging Markets
Dividend
Other

Equity Stock Sub-Classes

Total: 100.0%
Core Tier A
Core Tier B
Speculative
Theme-based
Hedge
Other

Fixed Income Sub-Classes

Total: 100.0%
Government Bonds
Corporate Bonds
TIPS
High Yield

Commodities Sub-Classes

Total: 100.0%
Gold
Silver
Oil & Energy
Broad Commodities

Alternatives Sub-Classes

Total: 100.0%
Hedge Strategies
Crypto

Private Assets Sub-Classes

Total: 100.0%
Venture Capital
Private Equity
Private Credit

Real Estate Sub-Classes

Total: 100.0%
Residential
Commercial
REITs

Cash Sub-Classes

Total: 100.0%
Cash
Money Market