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US Focused Conservative

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

Strategy Description

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.

Allocation Breakdown

Asset Class


Equity32.51%
Fixed Income65.97%
Commodities1.02%
Cash0.5%

Geo


America77.92%
Greater Europe9.4%
Developed Asia8.45%
Emerging Asia3.35%
Central/Latin America0.87%

Sector


Financials 17.65%
Industrials7.84%
Consumer Discretionary11.59%
Real Estate3.4%
Consumer Staples 6.73%
Materials 3.1%
Healthcare14.55%
Utilities2.31%
Technology24.14%
Energy1.06%
Communications7.62%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF19.33%
2. iShares Interest Rate Hedged Corporate Bond ETF17.42%
3. iShares iBoxx $ Investment Grade Corporate Bond ETF15.85%
4. JPMorgan Ultra-Short Income ETF11.52%
5. iShares 7-10 Year Treasury Bond ETF6.22%
6. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund6.21%
7. Vanguard ESG International Stock ETF3.58%
8. iShares Core International Aggregate Bond ETF3.34%
9. iShares JP Morgan EM Local Currency Bond ETF2.75%
10. iShares JP Morgan EM Corporate Bond ETF2.66%