Holdings (Monthly)
Guide ↗
Aggressive Balanced Allocation Portfolio
· Saratoga Advantage Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Bond Index Funds | 921937801 | Feb 2026 | 26,591 | $284K | 15.97% | EC |
| 2 | Saratoga Advantage Trust | 803431501 | Feb 2026 | 9,326 | $264K | 14.87% | EC |
| 3 | Saratoga Advantage Trust | 803431402 | Feb 2026 | 9,337 | $264K | 14.84% | EC |
| 4 | Saratoga Advantage Trust | 803431535 | Feb 2026 | 17,686 | $234K | 13.14% | EC |
| 5 | Saratoga Advantage Trust | 803431600 | Feb 2026 | 23,633 | $173K | 9.73% | EC |
| 6 | Vanguard Star Fund | 921909818 | Feb 2026 | 3,405 | $154K | 8.64% | EC |
| 7 | Dreyfus Instl Resv | 26200X100 | Feb 2026 | 126,877 | $127K | 7.13% | STIV |
| 8 | Saratoga Advantage Trust | 803431667 | Feb 2026 | 4,360 | $111K | 6.24% | EC |
| 9 | Eaton Vance Mutual Funds Trust | 277923728 | Feb 2026 | 7,877 | $71K | 4.01% | EC |
| 10 | Saratoga Advantage Trust | 803431717 | Feb 2026 | 2,441 | $67K | 3.77% | EC |
| 11 | Vanguard Bond Index Funds | 921937702 | Feb 2026 | 3,295 | $34K | 1.92% | EC |