Monday, July 20, 2026

20260720 Normalized Partfolio

Normalized to $1M for easier mental math Non-Taxable VMFXX 0.60% VIGAX 4.81% VBIL 0.26% VCLT 0.00% VCRB 6.67% VWOB 0.89% VYMI 2.50% VTI 2.22% Cash 0.47 BAC 0.36% PLTR 0.97% BA 0.56% FMFXX 0.07% TEMWX 2.56% Fidelity Growth Pool A 1.65% (Active contributions) Fidelity Target 2030 1.49% (Active contributions) LMIMC 2025 Target 14.52% LMIMC ESOP (LMT) 6.67% LMIMC Large Cap Index 3.70% LMIMC Small Mid Cap Index 3.45% LMIMC Company Stock (LMT) 3.19% LMIMC Global Equities Fund4.49% GE 1.00% GEHC 0.08% GEV 0.82% WAB 0.03% WBA 0.00% UNH 0.40% USAIX 2.46% USTEX 0.98% SWVXX 1.94% VCIT 8.12% SCHD 4.49% Taxable AAPL 0.78% CCJ 0.86% F 0.09% INTC 5.68% JNJ 1.07% MSFT 3.38% OGE 0.20% PFE 0.31% MTSUY 0.51% SSUMY 0.55% T 1.00% TSLA 0.53% VZ 0.09% WMT 0.77% XOM 1.36%