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Global Conservative 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

Fixed Income62.97%


North America60.93%
Greater Europe16.19%
Central/Latin America0.52%


Financials 18.88%
Consumer Discretionary11.97%
Real Estate2.22%
Consumer Staples 5.76%
Materials 3.8%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF14.78%
2. iShares Interest Rate Hedged Corporate Bond ETF10.76%
3. Vanguard ESG International Stock ETF9.26%
4. Vanguard ESG US Stock ETF8.83%
5. Janus Henderson Mortgage-Backed Securities ETF7.48%
6. iShares iBoxx $ Investment Grade Corporate Bond ETF6.78%
7. iShares J.P. Morgan EM Corporate Bond ETF6.09%
8. iShares Core International Aggregate Bond ETF6.00%
9. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF5.29%
10. Avantis US Equity ETF4.68%