SMART Portfolio

USE THE ALLOCATOR TO MAKE INVESTMENT

RisK profile: moderate conservative

strategic Segment: state street spdrs

portfolio holdings

(Click a Fund to see Underlying Performance)

SPDR® Portfolio Aggregate Bond ETF

SPDR® Portfolio Large Cap ETF

SPDR® Portfolio TIPS ETF

SPDR® Bloomberg Barclays Short Term High Yield Bond ETF

SPDR® Portfolio Developed World ex-US ETF

SPDR® Portfolio Intermediate Term Corporate Bond ETF

SPDR® Portfolio Small Cap ETF

SPDR® Portfolio Emerging Markets ETF

Polen Growth Institutional

Cullen High Dividend Equity

River Canyon Total Return Bond Fund I

Cavalier Fundamental Growth Institutional

Osterweis Total Return

iShares Short Treasury Bond ETF

Cavalier Growth Opportunities Institutional

Cavalier Tactical Rotation Institutional

Cavalier Tactical Economic Institutional

Cavalier Hedged High Income Institutional

Cavalier Adaptive Income Institutional

JPMorgan Hedged Equity

Anchor Risk Mgd Equity Strategies

Counterpoint Tactical Income