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%
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