Strategic Portfolio Funds
Stocks—Large Cap
YAFFX AMG Yacktman Focused Fund
SCHD Schwab U.S. Dividend Equity ETF
SCHG Schwab U.S. Large-Cap Growth ETF
TRBCX T Rowe Price Blue Chip Growth Inv
MSEGX Morgan Stanley Institutional Growth A
Stocks—Mid Cap
JSVAX Janus Henderson Contrarian T
JAMCX JP Morgan Mid Cap Value A
VO Vanguard Mid-Cap Index Fund ETF
MACGX Morgan Stanley Institutional Discovery A
Stocks—Small Cap
COVAX Columbia Small Cap Value Fund II A
QUASX AB Small Cap Growth Portfolio Class A
DEVLX Delaware Small Cap Value A
VB Vanguard Small-Cap Index Fund ETF
Stocks—Foreign Large Cap
FCPAX Fidelity Advisor Int’l Capital Appreciation Fund A
TRWAX Transamerica Int’l Equity A
MDIDX MFS International Diversification Fund A
EFAV iShares Edge MSCI Min Vol EAFE ETF
ARTKX Artisan International Value Fund
OAKIX Oakmark International Investor
AEGFX American Funds EuroPacific Growth Fund F1
Stocks—Foreign Small/Mid Cap
NTKLX Voya Multi-Manager Int’l Small Cap A
GICAX Goldman Sachs Int’l Small Cap Insights A
DLS Wisdom Tree International SmallCap Dividend ETF
ARTJX Artisan International Small-Mid
Stocks—Foreign Emerging Markets
NWFFX American Funds New World Fund F-1
Bonds—High Yield
Bonds—Inflation-Protected (TIPS)
SWRSX Schwab Treasury Inflation Protected Securities Index Fund
TIPZ PIMCO Broad US TIPS ETF
Bonds—Long Term
PLRAX PIMCO Long Duration Total Return A
Bonds—Intermediate Term (core)
BIV Vanguard Intermediate-Term Bond ETF
SPAB SPDR Portfolio Aggregate Bond ETF
Bonds—Intermediate Term (core-plus)
GIBLX Guggenheim Total Return Bond Fund P
PTTAX PIMCO Total Return Fund A
TGMNX TCW Total Return Bond N
Bonds—Multisector
Bonds—Short Term
BSBSX Baird Short-Term Bond Fund Investor Class
BSV Vanguard Short-Term Bond ETF
Bonds—UltraShort Term
Bonds—Floating Rate/Bank Loan
PRFRX T. Rowe Price Floating Rate Fund
SLRN SPDR Blackstone Senior Loan ETF
NFIAX Neuberger Berman Floating Rate Income Fund A
Bonds—Foreign
PFOAX PIMCO International Bond Fund (US Dollar-hedged) A
Real Estate (REITs)
CSJAX Cohen & Steers Realty Shares A
VNQ Vanguard Real Estate Index Fund
Commodities/Alternative Investments
PCRAX PIMCO Commodities Real Return Strategy A
CPER United States Copper Index Fund ETF
USO United States Oil Fund, LP
BITO ProShares Bitcoin Strategy ETF
Cash Alternatives
Schwab default cash FDIC-insured
SHV iShares Short Treasury Bond ETF
SWVXX Schwab Value Advantage Money Fund Inv
Satellite Strategies