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Global Moderate ETF (US Tax)

Broad participation in global risk assets such as stocks, bonds and commodities.

Strategy Description

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


Equity49.3%
Fixed Income49%
Commodities1.19%
Cash0.5%

Geo


America56.46%
Greater Europe18.82%
Developed Asia16.51%
Emerging Asia7.23%
Central/Latin America0.98%

Sector


Financials 19.62%
Industrials10.12%
Consumer Discretionary11.73%
Real Estate2.88%
Consumer Staples 6.77%
Materials 4.3%
Healthcare12.48%
Utilities2.94%
Technology20.11%
Energy2.41%
Communications6.64%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF13.58%
2. iShares 7-10 Year Treasury Bond ETF11.24%
3. Vanguard ESG US Stock ETF10.64%
4. iShares Interest Rate Hedged Corporate Bond ETF8.43%
5. iShares iBoxx $ Investment Grade Corporate Bond ETF8.21%
6. iShares Core International Aggregate Bond ETF7.28%
7. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF6.58%
8. Avantis US Equity ETF6.06%
9. iShares JP Morgan EM Corporate Bond ETF4.89%
10. JPMorgan Ultra-Short Income ETF3.58%