This spreadsheet contains the latest holdings and their allocations for each XYIS model portfolio. It is available only to current XYIS advisors. If you're a current XYIS user who cannot view this document, please email firstname.lastname@example.org and we'll grant you access.
If you're looking for model portfolio descriptions you can use in client proposals, please see this article.
If you're not a current XYIS user but are interested in learning more about our portfolios and services, please send an email to email@example.com.