Dynamic Allocation — Defensive
DynamicDynamic Allocation25% Equity / 67% Fixed Income · Blend ETF implementation · Last reviewed 2026-04-13
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Defensive.
Underlying holdings
11 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | ETF | 0.09% | 4.6% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | ETF | 0.49% | 6.7% |
| Meridian Total US Equity Index | MRDQX | Equity | ETF | 0.47% | 7.3% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | ETF | 0.45% | 6.4% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | ETF | 0.16% | 13.2% |
| Pellham Short Duration Income | PLSDX | Fixed Income | ETF | 0.59% | 22.2% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | ETF | 0.25% | 9.5% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | ETF | 0.39% | 22.2% |
| Aster Real Assets | ASRAX | Alternatives | ETF | 0.40% | 2.7% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | ETF | 0.09% | 2.3% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 3.0% |
Holdings reflect the latest published sleeve weights and are subject to change.