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 | 94.57% | |
Fixed Income | 2.32% | |
Commodities | 2.67% | |
Cash | 0.45% |
North America | 60.83% | |
Greater Europe | 16.14% | |
Asia | 20.58% | |
Central/Latin America | 0.54% |
Financials | 18.62% | |||||||
Industrials | 9.74% | |||||||
Consumer Discretionary | 12.11% | |||||||
Real Estate | 2.21% | |||||||
Consumer Staples | 5.82% | |||||||
Materials | 3.65% | |||||||
Healthcare | 10.56% | |||||||
Utilities | 1.23% | |||||||
Technology | 21.41% | |||||||
Energy | 1.95% | |||||||
Communications | 7.15% |
Asset Class | Weight (%) |
---|---|
1. Vanguard ESG International Stock ETF | 24.77% |
2. Vanguard ESG US Stock ETF | 23.71% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 14.09% |
4. Avantis US Equity ETF | 12.36% |
5. iShares MSCI Intl Quality Factor ETF | 4.01% |
6. iShares MSCI Intl Value Factor ETF | 3.83% |
7. Invesco QQQ Trust Series 1 | 3.24% |
8. iShares Global Financials ETF | 3.13% |
9. JPMorgan BetaBuilders Japan ETF | 3.03% |
10. WisdomTree Enhanced Commodity Strategy Fund | 2.67% |