Holdings (Monthly)
Guide ↗
Moderately Aggressive Balanced Allocation Portfolio
· Saratoga Advantage Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Bond Index Funds | 921937801 | Feb 2026 | 24,402 | $261K | 19.97% | EC |
| 2 | Saratoga Advantage Trust | 803431402 | Feb 2026 | 7,136 | $202K | 15.45% | EC |
| 3 | Saratoga Advantage Trust | 803431501 | Feb 2026 | 7,077 | $201K | 15.37% | EC |
| 4 | Saratoga Advantage Trust | 803431535 | Feb 2026 | 13,368 | $177K | 13.53% | EC |
| 5 | Dreyfus Instl Resv | 26200X100 | Feb 2026 | 112,678 | $113K | 8.63% | STIV |
| 6 | Saratoga Advantage Trust | 803431600 | Feb 2026 | 13,233 | $97K | 7.42% | EC |
| 7 | Vanguard Star Fund | 921909818 | Feb 2026 | 1,624 | $73K | 5.62% | EC |
| 8 | Eaton Vance Mutual Funds Trust | 277923728 | Feb 2026 | 7,258 | $66K | 5.04% | EC |
| 9 | Saratoga Advantage Trust | 803431667 | Feb 2026 | 2,266 | $58K | 4.42% | EC |
| 10 | Saratoga Advantage Trust | 803431717 | Feb 2026 | 1,203 | $33K | 2.54% | EC |
| 11 | Vanguard Bond Index Funds | 921937702 | Feb 2026 | 3,038 | $31K | 2.41% | EC |