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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

Fixed Income0


Greater Europe18.75%
Developed Asia16.51%
Emerging Asia7.2%
Central/Latin America0.98%


Financials 19.59%
Consumer Discretionary11.73%
Real Estate2.88%
Consumer Staples 6.77%
Materials 4.3%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF26.65%
2. Vanguard ESG US Stock ETF20.97%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF13.00%
4. Avantis US Equity ETF11.96%
5. iShares MSCI International Quality Factor ETF4.16%
6. iShares MSCI International Value Factor ETF4.05%
7. Invesco QQQ Trust Series 13.54%
8. JPMorgan BetaBuilders Japan ETF3.49%
9. iShares Global Clean Energy ETF3.18%
10. iShares Global Financials ETF3.09%