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 | 34.8% | |
Fixed Income | 63.88% | |
Commodities | 0.8% | |
Cash | 0.51% |
America | 56.54% | |
Greater Europe | 19.15% | |
Developed Asia | 16.39% | |
Emerging Asia | 6.94% | |
Central/Latin America | 0.97% |
Financials | 18.07% | |||||||
Industrials | 10.27% | |||||||
Consumer Discretionary | 11.78% | |||||||
Real Estate | 2.69% | |||||||
Consumer Staples | 7.09% | |||||||
Materials | 4.07% | |||||||
Healthcare | 12.72% | |||||||
Utilities | 2.95% | |||||||
Technology | 21.26% | |||||||
Energy | 2.1% | |||||||
Communications | 7.02% |
Asset Class | Weight (%) |
---|---|
1. iShares 7-10 Year Treasury Bond ETF | 14.71% |
2. iShares Interest Rate Hedged Corporate Bond ETF | 10.73% |
3. iShares iBoxx $ Investment Grade Corporate Bond ETF | 10.61% |
4. Vanguard ESG International Stock ETF | 9.55% |
5. iShares Core International Aggregate Bond ETF | 9.42% |
6. Vanguard ESG US Stock ETF | 7.58% |
7. iShares JP Morgan EM Corporate Bond ETF | 6.22% |
8. JPMorgan Ultra-Short Income ETF | 5.22% |
9. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 4.71% |
10. Avantis US Equity ETF | 4.18% |