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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


North America58.32%
Greater Europe17.64%
Developed Asia15.7%
Emerging Asia7.32%
Central/Latin America1.03%


Financials 18.13%
Consumer Discretionary12.41%
Real Estate2.51%
Consumer Staples 6.51%
Materials 3.95%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF25.43%
2. Vanguard ESG US Stock ETF22.60%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF13.51%
4. Avantis US Equity ETF12.02%
5. iShares MSCI International Quality Factor ETF4.01%
6. iShares MSCI International Value Factor ETF3.99%
7. Franklin FTSE China ETF3.04%
8. Invesco QQQ Trust Series 13.03%
9. iShares Global Financials ETF2.99%
10. JPMorgan BetaBuilders Japan ETF2.98%