Dynamic Allocation — Balanced
DynamicDynamic Allocation55% Equity / 37% Fixed Income · Blend ETF implementation · Last reviewed 2026-06-15
ActiveConstruction v15Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
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Underlying holdings
9 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | ETF | 0.56% | 10.3% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | ETF | 0.51% | 14.3% |
| Meridian Total US Equity Index | MRDQX | Equity | ETF | 0.34% | 8.6% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | ETF | 0.16% | 21.7% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | ETF | 0.32% | 19.0% |
| Pellham Short Duration Income | PLSDX | Fixed Income | ETF | 0.49% | 18.0% |
| Aster Real Assets | ASRAX | Alternatives | ETF | 0.05% | 3.5% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | ETF | 0.24% | 2.5% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.