PMC ActivePassive Foundation
Quarterly Performance Summary (as of 3/31/2024)
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Portfolio Fund Allocations - Tax-Sensitive
2
2.0% 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% Core Money Market
Cash
78.0% 65.0% 52.0% 38.0% 25.0% 12.0%
ActivePassive Intermediate Mcpl
Bd ETF
APMU
Intmed Muni
80.0% 67.0% 54.0% 40.0% 27.0% 14.0% 2.0% Fixed Income
5.3% 9.8% 13.6% 17.8% 21.6% 25.4% 29.0%
ActivePassive International Equity
ETF
APIE
Int'l Dev Mkts
5.3% 9.8% 13.6% 17.8% 21.6% 25.4% 29.0% International Equity
14.7% 23.2% 32.4% 42.2% 51.4% 60.6% 69.0% ActivePassive U.S. Equity ETF APUE
Large-Cap Core
14.7% 23.2% 32.4% 42.2% 51.4% 60.6% 69.0% Domestic Equity
Capital
Preservation
(with
Municipals)
Conservative
(with
Municipals)
Conservative
Growth (with
Municipals)
Moderate
(with
Municipals)
Moderate
Growth (with
Municipals)
Growth (with
Municipals)
Aggressive
(with
Municipals)
2
Fund holdings and allocations are as of March 31, 2024 and should not be considered a recommendation to buy or sell a particular security. There is no
assurance that any specific securities listed will remain in a portfolio.
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