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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 1.4% $37
0%
emerging market stocks 3.8% $99.6
0%
bonds 3.8% $100.3
0%
opportunistic 5.9% $154
0%
international stocks 6.7% $174.7
0%
U.S. stocks 10.2% $266.5
0%
real assets 10.8% $281.7
0%
global stocks 14% $364.3
0%
marketable alternatives (hedge funds) 16.4% $428.4
0%
private investments 27% $703.8

Total market value of long-term investments = $2.610 billion

As of March 31, 2026

*Percentages may not equal 100% due to rounding

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