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Archive
Posts for 2026
Browse allocations and notes for this period. Open a post for fund weights and commentary.
Monthly Allocation
Rough Riders in the Arena
June 30, 2026
America’s Resilient Economy on Our 250th Birthday
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Mutual fund quotes
Latest stored share prices for context while you browse. Scroll sideways on small screens.
USAA
| Date | USIBX | USAAX | USCAX | USIFX |
|---|---|---|---|---|
| 2026-08-27 | 9.08 | 42.57 | 17.18 | 35.62 |
| 2026-08-26 | 9.08 | 41.82 | 17.14 | 35.76 |
| Daily Change | 0% | 1.79% | 0.23% | -0.39% |
| Month to Date | 0.55% | 5.79% | 2.94% | 2.5% |
| Year to Date | -2.47% | 4.72% | 27.73% | 16.25% |
Fidelity
| Date | FCBFX | FOCPX | FDVLX | FWWFX |
|---|---|---|---|---|
| 2026-08-27 | 10.46 | 30.91 | 17.42 | 42.53 |
| 2026-08-26 | 10.46 | 30.34 | 17.49 | 42.33 |
| Daily Change | 0% | 1.88% | -0.4% | 0.47% |
| Month to Date | 0.38% | 6.4% | 1.22% | 1.55% |
| Year to Date | -2.88% | 27.31% | 26.42% | 17.16% |
Vanguard
| Date | VBLAX | VIGAX | VSGAX | VFSAX |
|---|---|---|---|---|
| 2026-08-27 | 10.08 | 274.58 | 126.15 | 40.00 |
| 2026-08-26 | 10.09 | 269.83 | 125.26 | 39.71 |
| Daily Change | -0.1% | 1.76% | 0.71% | 0.73% |
| Month to Date | 1.1% | 4.36% | 5.41% | 7.87% |
| Year to Date | -4.64% | 9.33% | 18.87% | 12.99% |
Allocation history
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