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Global Equity ETF (US Tax)

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.

Strategy Description

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

  • 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


Equity94.43%
Fixed Income2.18%
Commodities2.95%
Cash0.45%

Geo


North America60.59%
Greater Europe16.36%
Asia20.75%
Central/Latin America0.5%

Sector


Financials 18.94%
Industrials9.77%
Consumer Discretionary11.91%
Real Estate2.18%
Consumer Staples 5.96%
Materials 3.81%
Healthcare10.38%
Utilities1.24%
Technology20.73%
Energy2.12%
Communications7.21%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF24.80%
2. Vanguard ESG US Stock ETF23.37%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF14.00%
4. Avantis US Equity ETF12.40%
5. iShares MSCI Intl Value Factor ETF3.97%
6. iShares MSCI Intl Quality Factor ETF3.97%
7. iShares Global Financials ETF3.18%
8. Invesco QQQ Trust Series 13.17%
9. JPMorgan BetaBuilders Japan ETF2.97%
10. WisdomTree Enhanced Commodity Strategy Fund2.95%