Abound Wealth Management

**Abound Wealth Management** manages $427M across a diversified portfolio of 1,422 positions. The strategy exhibits a significant allocation to broad market indices, notably holding IJR at $53.4M and AGG at $45.3M. Core exposure is further weighted toward international and US equity benchmarks, including VEA ($31.6M) and IVV ($27.4M). This concentration in established, liquid ETFs suggests a systematic, core-and-satellite approach to capital preservation and growth.

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