Holdings (Monthly)
Guide ↗
American Funds Tax-Exempt Preservation Portfolio
· American Funds Portfolio Series| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | LIMITED TERM TAX-EXEMPT BOND FD | 532726700 | Jan 2026 | 10,047,375 | $158.3M | 39.93% | EC |
| 2 | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | CGSM | Jan 2026 | 4,474,202 | $118.6M | 29.90% | EC |
| 3 | AMERICAN FDS SH-TERM TAX-EXEMPT BD FD | 02630W889 | Jan 2026 | 11,532,267 | $116.8M | 29.46% | EC |
| 4 | CAPITAL GROUP CENTRAL CASH FUND | CMQXX | Jan 2026 | 19,450 | $1.9M | 0.49% | STIV |