A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market – this strategy is at the core of many of our clients’ portfolios.
Our Core ETF Portfolios provide:
Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)
ETF selection constantly reviewed for efficiency and sustainability
Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity;
For international investors, available in a non-US version. Please visit our international site for details.
Equity | 94.57% | |
Fixed Income | 2.22% | |
Commodities | 2.77% | |
Cash | 0.44% |
North America | 60.93% | |
Greater Europe | 16.19% | |
Asia | 20.51% | |
Central/Latin America | 0.52% |
Financials | 18.88% | |||||||
Industrials | 9.78% | |||||||
Consumer Discretionary | 11.97% | |||||||
Real Estate | 2.22% | |||||||
Consumer Staples | 5.76% | |||||||
Materials | 3.8% | |||||||
Healthcare | 10.41% | |||||||
Utilities | 1.19% | |||||||
Technology | 21.2% | |||||||
Energy | 2.06% | |||||||
Communications | 7.11% |
Asset Class | Weight (%) |
---|---|
1. Vanguard ESG International Stock ETF | 24.69% |
2. Vanguard ESG US Stock ETF | 23.61% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 14.11% |
4. Avantis US Equity ETF | 12.49% |
5. iShares MSCI Intl Quality Factor ETF | 4.00% |
6. iShares MSCI Intl Value Factor ETF | 3.87% |
7. Invesco QQQ Trust Series 1 | 3.20% |
8. iShares Global Financials ETF | 3.18% |
9. JPMorgan BetaBuilders Japan ETF | 3.01% |
10. WisdomTree Enhanced Commodity Strategy Fund | 2.77% |