| MFS Income Fund | MFS Series Trust VIII | $142.4M | 173.60% |
| American Funds Global Balanced Fund | American Funds Global Balanced Fund | $78.0M | 24.08% |
| U.S. Government Securities Fund | AMERICAN FUNDS INCOME SERIES | $65.6M | 27.05% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $36.0M | 6.12% |
| Franklin Short Duration U.S. Government ETF | Franklin ETF Trust | $26.2M | 931.40% |
| Bond Fund of America | Bond Fund of America | $15.1M | 1.52% |
| Cantor Fitzgerald Commodity Return Strategy Fund | Cantor Fitzgerald Commodity Strategy Trust | $12.1M | 80.37% |
| Commodity Return Strategy Portfolio | CREDIT SUISSE TRUST | $7.1M | 86.95% |
| Six Circles Global Bond Fund | SIX CIRCLES TRUST | $2.9M | 1.73% |
| Federated Hermes Short-Term Government Fund | Federated Hermes Short-Term Government Trust | $2.0M | 455.17% |
| Capital World Bond Fund | Capital World Bond Fund | $1.6M | 1.59% |
| State Farm Balanced Fund | Advisers Investment Trust | $1.0M | 3.85% |
| Income Fund of America | Income Fund of America | $836K | 0.06% |
| MFS Core Bond Fund | MFS SERIES TRUST XII | $554K | 163.84% |