What You Can Add to a Target
Models
Equities / ETFs
Mutual Funds
Cash
Other Targets (sub-targets)
Starting Point
All Targets begin as:
100% cash
You must allocate from there.
How to Add Holdings
Search by ticker or model name
Click Add to Target
Enter allocation percentages in the table
Each position starts at 0% allocation until updated
Allocation Rules
Total allocation must equal 100%
Platform will warn if overallocated
Use the ⚖️ (scales icon) to rebalance automatically
Sub-Targets (Advanced)
Sub-targets allow you to:
Nest portfolios within portfolios
Reuse allocation structures
👉 Think of them as model sleeves inside a larger portfolio
Add sub-targets by typing the name of the target in the text box
Select the desired target from the drop-down list that appears
Click ADD
Cash in Targets
Cash can be used for:
Fees
Distributions
Allocation flexibility
Key Insight
Targets are not just allocations—they are modular portfolio structures