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Strategic Advisers U.S. Total Stock Fund (FSAKX)

SEC CIK 1364924 · Series S000084926 · Portfolio as of 2026-05-31

Net assets
$98.95B
Holdings
3177
Snapshots
8
History since
2024-08-31

Top holdings

SecurityValueWeight
Fidelity Mt. Vernon Street Trust · FDGRX$5.43B5.40%
NVIDIA CORP · NVDA$5.24B5.21%
APPLE INC · AAPL$4.08B4.06%
MICROSOFT CORP · MSFT$3.43B3.41%
Fidelity Salem Street Trust · FUQIX$3.29B3.27%
AMAZON.COM INC · AMZN$3.12B3.10%
BROADCOM INC · AVGO$2.25B2.24%
ALPHABET INC · GOOG$2.15B2.14%
ISHARES TR · IVV$2.01B2.00%
ALPHABET INC · GOOGL$2.01B2.00%

Sector exposure

technology
36.7%
other
22.6%
financials
9.7%
healthcare
8.6%
consumer discretionary
6.7%
industrials
6.1%
energy
2.6%
utilities
1.9%

Recent monthly returns

2025-12
+0.13%
2026-01
+1.88%
2026-02
-0.35%
2026-03
-5.11%
2026-04
+10.49%
2026-05
+4.79%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.