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Global Balanced ETF (US Tax)

Broad participation in global risk assets such as stocks, bonds and commodities.

Strategy Description

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.

Allocation Breakdown

Asset Class


Equity71.78%
Fixed Income25.36%
Commodities2.34%
Cash0.53%

Geo


North America58.07%
Greater Europe17.44%
Developed Asia15.87%
Emerging Asia7.61%
Central/Latin America1.01%

Sector


Financials 18.43%
Industrials10.26%
Consumer Discretionary12.31%
Real Estate2.46%
Consumer Staples 6.48%
Materials 3.93%
Healthcare11.55%
Utilities2.55%
Technology22.21%
Energy2.29%
Communications7.53%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF18.91%
2. Vanguard ESG US Stock ETF16.75%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF10.10%
4. Avantis US Equity ETF8.93%
5. iShares 7-10 Year Treasury Bond ETF5.43%
6. iShares Interest Rate Hedged Corporate Bond ETF4.43%
7. iShares iBoxx $ Investment Grade Corporate Bond ETF3.99%
8. iShares MSCI International Value Factor ETF3.04%
9. iShares MSCI International Quality Factor ETF3.02%
10. JPMorgan Ultra-Short Income ETF2.77%