Holdings by Type

Long Short Total
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As of December 31, 2022

Top 9 Holdings

Symbol Name % Weight Price % Change
RLBGX American Funds American Balanced R6 25.16% 29.97 -0.89%
RWMGX American Funds Washington Mutual R6 15.21% 53.45 -0.76%
RGBGX American Funds Global Balanced R6 15.14% 34.00 -1.02%
RIDGX American Funds Income Fund of Amer R6 10.14% 23.28 -0.64%
RWIGX American Funds Capital World Gr&Inc R6 10.08% 55.18 -0.90%
RBFGX American Funds Bond Fund of Amer R6 9.91% 11.71 -0.85%
RANGX American Funds Strategic Bond R-6 4.95% 9.68 -0.72%
RNPGX American Funds New Perspective R6 4.72% 51.98 -0.69%
RLLGX American Funds SMALLCAP World R6 4.72% 65.36 -1.24%
As of December 31, 2022