LPDCX Mutual Fund

LPDCX Mutual Fund

NAV$18.95
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Showing the top 10 of 39 holdings · as of Mar 31, 2026
Top 10 weight
98.58%
LPDCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Diversified Equity
49.99%		50.0%967,392$80.64M--
2—International Tilts Master
15.09%		65.1%1,020,499$24.34M--
3
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
10.61%		75.7%245,327$17.11MFinancialsCapital Markets
4
IDEV
Ishares Core Msci Int Devel EtfFinancials · Banks
7.71%		83.4%148,761$12.43MFinancialsBanks
5
PBAKK
Blk Tactical Opportunities Class K
4.89%		88.3%480,579$7.88M--
6DebtBlk Csh Fnd Treasury Sl Agency
3.99%		92.3%6,434,914$6.43M--
7
SCZ
Ishares Msci Eafe Small Cap ETFFinancials · Capital Markets
2.21%		94.5%45,391$3.56MFinancialsCapital Markets
8
EWC
Energy World Corp Ltd
2.20%		96.7%64,636$3.54M--
9
USIG
Ishares Broad Usd Investment G
0.95%		97.6%29,962$1.53M--
10
IWM
Ishares Russell 2000 Index ETFFinancials · Capital Markets
0.94%		98.6%6,115$1.52MFinancialsCapital Markets
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Themes in the top 10
CurrencyInterest RatesETF ProvidersAsset ManagementInvestment TechnologyConsumer Spending

LPDCX Mutual Fund Top Holdings

LPDCX holdings top 10 positions. The top 10 holdings account for 98.6% of the fund, led by Diversified Equity at 50.0%, Intl Tilts Master at 15.1%, Ishares Core Msci Emerging Mar at 10.6%.

LPDCX portfolio concentration is relatively high, with the top 10 representing 98.6% of total assets. The largest sector exposure is Financials at 21.5%.

LPDCX sectors provide a detailed breakdown. LPDCX overlap shows how holdings compare to other funds in your portfolio.