Broad participation in global risk assets such as stocks, bonds and commodities.
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
•Costs are kept low, currently averaging 0.2% to 0.25% per portfolio
•Tax implications are reviewed at client, ETF and underlying positions of ETF levels
•Sustainability tilts are preferred and implemented for each exposure, all else equal
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 | 72.8% | |
Fixed Income | 24.58% | |
Commodities | 2.14% | |
Cash | 0.49% |
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 | 19.02% |
2. Vanguard ESG US Stock ETF | 18.10% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 10.82% |
4. Avantis US Equity ETF | 9.58% |
5. iShares 7-10 Year Treasury Bond ETF | 5.43% |
6. iShares Interest Rate Hedged Corporate Bond ETF | 3.94% |
7. iShares MSCI Intl Quality Factor ETF | 3.09% |
8. iShares 20+ Year Treasury Bond ETF | 3.07% |
9. iShares MSCI Intl Value Factor ETF | 3.03% |
10. Janus Henderson Mortgage-Backed Securities ETF | 2.76% |