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 | 97.04% | |
Fixed Income | ||
Commodities | 2.35% | |
Cash | 0.61% |
America | 56.56% | |
Greater Europe | 18.75% | |
Developed Asia | 16.51% | |
Emerging Asia | 7.2% | |
Central/Latin America | 0.98% |
Financials | 19.59% | |||||||
Industrials | 10.13% | |||||||
Consumer Discretionary | 11.73% | |||||||
Real Estate | 2.88% | |||||||
Consumer Staples | 6.77% | |||||||
Materials | 4.3% | |||||||
Healthcare | 12.49% | |||||||
Utilities | 2.94% | |||||||
Technology | 20.12% | |||||||
Energy | 2.41% | |||||||
Communications | 6.64% |
Asset Class | Weight (%) |
---|---|
1. Vanguard ESG International Stock ETF | 26.65% |
2. Vanguard ESG US Stock ETF | 20.97% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 13.00% |
4. Avantis US Equity ETF | 11.96% |
5. iShares MSCI International Quality Factor ETF | 4.16% |
6. iShares MSCI International Value Factor ETF | 4.05% |
7. Invesco QQQ Trust Series 1 | 3.54% |
8. JPMorgan BetaBuilders Japan ETF | 3.49% |
9. iShares Global Clean Energy ETF | 3.18% |
10. iShares Global Financials ETF | 3.09% |