A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.
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.
|Asset Class||Weight (%)|
|1. Vanguard ESG US Stock ETF||43.08%|
|2. Vanguard ESG International Stock ETF||7.76%|
|3. iShares Interest Rate Hedged Corporate Bond ETF||6.85%|
|4. iShares iBoxx $ Investment Grade Corporate Bond ETF||6.27%|
|5. JPMorgan Ultra-Short Income ETF||4.50%|
|6. iShares MSCI USA Value Factor ETF||4.21%|
|7. iShares MSCI USA Quality Factor ETF||4.17%|
|8. Invesco QQQ Trust Series 1||2.47%|
|9. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund||2.46%|
|10. iShares 7-10 Year Treasury Bond ETF||2.45%|