World’s most popular growth fund paired with global small cap value. Gold and long term treasuries aim to provide an uncorrelated return stream and crash protection.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| GLD | 20.40% | $2,040 |
| ^NDX | 40.35% | $4,035 |
| DFSVX | 10.60% | $1,060 |
| DISVX | 9.99% | $999 |
| VUSTX | 18.67% | $1,867 |
| Total | 100.00% | $10,000 |