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Target Asset Allocation

The portfolio is diversified by asset class, with the following long-term targets.

Target Asset Allocation

94% Equity:

6% Emerging Market Stocks
6% Opportunistic
8% Global Stocks
8% International Stocks
8% U.S. Stocks
12% Real Assets
16% Marketable Alternatives
30% Private Investments

6% Fixed income:

5% Bonds
1% Cash Equivalents

Current Asset Mix

0%
cash equivalents 2.4% $60.7
0%
bonds 4.3% $108.6
0%
emerging market stocks 4.9% $125.6
0%
opportunistic 6.1% $153.4
0%
international stocks 7.8% $197.5
0%
U.S. stocks 10.3% $260.9
0%
real assets 10.4% $262.9
0%
global stocks 12.6% $319.0
0%
marketable alternatives (hedge funds) 15.9% $401.8
0%
private investments 25.3% $640.1

Total market value of long-term investments = $2.531 billion

As of September 30, 2025

*Percentages may not equal 100% due to rounding

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