“Strat 22” Portfolio Funds
Stocks—Large Cap
YAFFX AMG Yacktman Focused Fund
SCHC Schwab US Dividend Equity ETF
SCHG Schwab US Large-Cap Growth ETF
Stocks—Mid Cap
BMGAX BlackRock Mid-Cap Growth Equity Portfolio Investor A
JVMAX John Hancock Disciplined Value Mid Cap A
Stocks—Small Cap
BOSOX Boston Trust Walden Small Cap
Stocks—Foreign Large Cap
ARTKX Artisan International Value Fund (current shareholders)
TROSX T. Rowe Price Overseas Stock Fund (new investments)
Stocks—Foreign Small/Mid Cap
FIASX Fidelity Advisor Int’l Small Cap A
Stocks—Foreign Emerging Markets
NWFFX American Funds New World Fund F-1
Bonds—Intermediate Term (core-plus)
GIBLX Guggenheim Total Return Bond Fund P
Bonds—Multisector
Bonds—High Yield
Bonds—Inflation-Protected (TIPS)
Bonds—Floating Rate/Bank Loan
SLRN SPDR Blackstone Senior Loan ETF
Bonds—Foreign
PFOAX PIMCO International Bond Fund (US Dollar-hedged) A
Bonds—Short Term
BSV Vanguard Short-Term Bond Index Fund ETF
Bonds—UltraShort Term
Real Estate (REITs)
CSJAX Cohen & Steers Realty Shares A
Commodities/Alternative Investments
CPER United States Copper Index Fund ETF
OIL iPath Pure Beta Crude Oil ETN
BITO ProShares Bitcoin Strategy ETF
PCRAX PIMCO Commodities Real Return Strategy A
Cash Alternatives
Schwab default cash FDIC-insured