This fund is structured to help investors meet their overarching savings objectives. Under typical market conditions, its portfolio allocation generally adheres to specific ranges: a substantial 70% to 95% of its assets are committed to fixed income and liquid cash or cash equivalents. Equity holdings may comprise up to 25% of the portfolio, while an additional 0% to 35% can be allocated to underlying funds that provide exposure to commodities and high-yield debt securities. The investment adviser deliberately emphasizes fixed income allocations to reduce excessive volatility and promote more stable returns.

Dominion Energy, Inc.

Financial Services

Healthcare

Basic Materials

Consumer Defensive

Industrials

Energy

Real Estate

Technology

Communication Services

Consumer Cyclical

LifeGoal Conservative Wealth Builder ETF

SAVN Holdings & Sector Breakdown