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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 3.3% $72.6
0%
bonds 3.7% $81.1
0%
opportunistic 4.3% $93.6
0%
emerging market stocks 4.8% $105.6
0%
global stocks 7.5% $163.7
0%
international stocks 8.2% $178.3
0%
U.S. stocks 9.3% $202.8
0%
real assets 12.5% $273.4
0%
marketable alternatives (hedge funds) 18.4% $400.8
0%
private investments 28% $610.3

Total market value of long-term investments = $2.182 billion

As of June 2023

*Percentages may not equal 100% due to rounding

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