Dynamic Allocation — Growth
DynamicDynamic Allocation75% Equity / 18% Fixed Income · Blend ETF implementation · Last reviewed 2026-02-17
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
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Underlying holdings
10 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | ETF | 0.50% | 17.7% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | ETF | 0.12% | 18.4% |
| Meridian Total US Equity Index | MRDQX | Equity | ETF | 0.59% | 11.0% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | ETF | 0.50% | 10.0% |
| Lindqvist International Core Equity | LQICX | Equity | ETF | 0.42% | 17.8% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | ETF | 0.21% | 9.0% |
| Pellham Short Duration Income | PLSDX | Fixed Income | ETF | 0.35% | 9.0% |
| Aster Real Assets | ASRAX | Alternatives | ETF | 0.33% | 3.3% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | ETF | 0.05% | 1.7% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.