Dynamic Allocation — Conservative
DynamicDynamic Allocation40% Equity / 52% Fixed Income · Blend ETF implementation · Last reviewed 2026-05-14
ActiveConstruction v8Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
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Underlying holdings
11 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | ETF | 0.22% | 11.5% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | ETF | 0.35% | 13.9% |
| Meridian Total US Equity Index | MRDQX | Equity | ETF | 0.10% | 6.1% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | ETF | 0.45% | 8.5% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | ETF | 0.44% | 8.9% |
| Pellham Short Duration Income | PLSDX | Fixed Income | ETF | 0.33% | 14.4% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | ETF | 0.19% | 9.8% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | ETF | 0.51% | 18.8% |
| Aster Real Assets | ASRAX | Alternatives | ETF | 0.12% | 2.7% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | ETF | 0.45% | 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.