A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.
A moderately risk-averse investment strategy with an emphasis placed on the preservation of capital and a secondary goal of long-term capital appreciation. It will likely involve a moderately high percentage of fixed income investments and cash-like investments in comparison to equities. 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. iShares 7-10 Year Treasury Bond ETF||16.84%|
|2. iShares Interest Rate Hedged Corporate Bond ETF||13.64%|
|3. iShares iBoxx $ Investment Grade Corporate Bond ETF||12.47%|
|4. Vanguard ESG US Stock ETF||11.16%|
|5. JPMorgan Ultra-Short Income ETF||8.74%|
|6. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF||6.97%|
|7. Avantis US Equity ETF||6.28%|
|8. WisdomTree US High Yield Corporate Bond Fund||4.91%|
|9. Vanguard ESG International Stock ETF||3.64%|
|10. iShares JP Morgan EM Corporate Bond ETF||3.31%|