HoldingCountryType% Fund
US GovernmentUnited StatesFixed Income15.8
BroadcomUnited StatesEquity4.4
AlphabetUnited StatesEquity3.5
TSMCTaiwanEquity3.2
Micron TechnologyUnited StatesEquity2.6
HoldingCountryType% Fund
UMBSUnited StatesFixed Income2.6
MicrosoftUnited StatesEquity1.7
Fannie MaeUnited StatesFixed Income1.7
NVIDIAUnited StatesEquity1.6
Freddie MacUnited StatesFixed Income1.5

Sector% Fund% Index
Equity61.6%60.0%
Energy3.61.8
Materials2.71.1
Industrials4.85.4
Consumer Discretionary5.45.6
Consumer Staples2.22.7
Health Care7.65.3
Financials7.37.1
Information Technology20.222.8
Communication Services5.45.8
Utilities1.41.3
Real Estate1.11.1
Fixed Income34.9%40.0%
Government16.019.8
Corporate10.49.6
Securitised8.110.2
Emerging Market Debt0.40.5
High Yield0.0
Derivatives0.0
Cash and equivalents3.5%0.0%

Name% Fund% Index
Equity61.6%60.0%
North America53.760.0
Emerging Markets4.3
Europe3.5
Japan0.1
Fixed Income34.8%40.0%
North America33.437.8
Europe1.00.8
Emerging Markets0.40.4
Japan0.10.2
Pacific ex Japan0.1
Other0.6
Cash and equivalents3.5%0.0%