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 | 96.56% | |
Fixed Income | ||
Commodities | 2.95% | |
Cash | 0.49% |
North America | 58.32% | |
Greater Europe | 17.64% | |
Developed Asia | 15.7% | |
Emerging Asia | 7.32% | |
Central/Latin America | 1.03% |
Financials | 18.13% | |||||||
Industrials | 10.2% | |||||||
Consumer Discretionary | 12.41% | |||||||
Real Estate | 2.51% | |||||||
Consumer Staples | 6.51% | |||||||
Materials | 3.95% | |||||||
Healthcare | 11.69% | |||||||
Utilities | 2.99% | |||||||
Technology | 21.83% | |||||||
Energy | 2.39% | |||||||
Communications | 7.41% |
Asset Class | Weight (%) |
---|---|
1. Vanguard ESG International Stock ETF | 25.43% |
2. Vanguard ESG US Stock ETF | 22.60% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 13.51% |
4. Avantis US Equity ETF | 12.02% |
5. iShares MSCI International Quality Factor ETF | 4.01% |
6. iShares MSCI International Value Factor ETF | 3.99% |
7. Franklin FTSE China ETF | 3.04% |
8. Invesco QQQ Trust Series 1 | 3.03% |
9. iShares Global Financials ETF | 2.99% |
10. JPMorgan BetaBuilders Japan ETF | 2.98% |