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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


Equity94.44%
Fixed Income2.43%
Commodities2.66%
Cash0.46%

Geo


North America60.78%
Greater Europe16.43%
Asia20.55%
Central/Latin America0.56%

Sector


Financials 18.74%
Industrials9.66%
Consumer Discretionary11.71%
Real Estate2.3%
Consumer Staples 6.02%
Materials 3.73%
Healthcare10.72%
Utilities1.26%
Technology20.89%
Energy2.03%
Communications7.15%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF24.79%
2. Vanguard ESG US Stock ETF23.73%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF14.09%
4. Avantis US Equity ETF12.33%
5. iShares MSCI Intl Quality Factor ETF4.01%
6. iShares MSCI Intl Value Factor ETF3.85%
7. Invesco QQQ Trust Series 13.26%
8. iShares Global Financials ETF3.11%
9. JPMorgan BetaBuilders Japan ETF3.00%
10. WisdomTree Enhanced Commodity Strategy Fund2.66%