Adaptive Financial Consulting, LLC - Portfolio overview

Adaptive Financial Consulting, LLC has 19 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 21.81%
2. VCSH - VANGUARD SCOTTSDALE FDS, 12.10%
3. IVV - ISHARES TR, 11.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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