Home / Fund and ETF Portfolios / US Focused Balanced

US Focused Balanced

A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.

Strategy Description

An investment strategy with an emphasis placed on maximizing capital appreciation or increasing the value of the portfolio over a long-term period. It will likely involve a high percentage of equity investments in comparison to fixed income investments and cash like investments. The strategy is based on an investment time horizon of at least five (5) years and does not attempt to consider active management of short-term fluctuations.

Allocation Breakdown

Asset Class


Equity71.58%
Fixed Income25.75%
Commodities2.17%
Cash0.5%

Geo


America78.52%
Greater Europe9.2%
Developed Asia8.25%
Emerging Asia3.18%
Central/Latin America0.85%

Sector


Financials 17.67%
Industrials7.8%
Consumer Discretionary11.59%
Real Estate3.41%
Consumer Staples 6.72%
Materials 3.06%
Healthcare14.58%
Utilities2.27%
Technology24.24%
Energy1.03%
Communications7.64%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF43.08%
2. Vanguard ESG International Stock ETF7.76%
3. iShares Interest Rate Hedged Corporate Bond ETF6.85%
4. iShares iBoxx $ Investment Grade Corporate Bond ETF6.27%
5. JPMorgan Ultra-Short Income ETF4.50%
6. iShares MSCI USA Value Factor ETF4.21%
7. iShares MSCI USA Quality Factor ETF4.17%
8. Invesco QQQ Trust Series 12.47%
9. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund2.46%
10. iShares 7-10 Year Treasury Bond ETF2.45%