| Amount | Holding |
|---|---|
| 41.51% | iShares 1-3 Year Treasury Bond ETF |
| 8.60% | Fidelity Advisor® Growth Opps I |
| 6.88% | Invesco S&P 500® Top 50 ETF |
| 4.97% | Baron Focused Growth Institutional |
| 4.95% | WisdomTree Intl Hdgd Qual Div Gr ETF |
| 4.01% | Morgan Stanley Insight I |
| 3.69% | Touchstone Mid Cap Institutional |
| 3.31% | Needham Small Cap Growth Institutional |
| 3.22% | Vanguard Mid-Cap ETF |
| 3.01% | Polen Growth Institutional |
| 2.91% | Invesco QQQ Trust |
| 2.22% | Needham Growth Institutional |
| 2.08% | Vulcan Value Partners |
| 1.45% | Fidelity Advisor® International Growth I |
| 1.14% | Wasatch Micro Cap |
| 0.01% | Victory RS Small Cap Growth Y |
| 0.01% | Janus Henderson Venture T |
| 0.01% | Thornburg Value I |
Expense Ratio Rating
3 /10
Expense Rating
0 /10
Market Score
2 /10
Category Score
5 /10
Market Size
2 /10