A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes, with an emphasis placed on maximizing growth.
An investment strategy with an emphasis placed on maximizing growth. It is characterized by a willingness to accept above-average risk in pursuit of above-average returns. It will likely favor equity investments over fixed income investments (often excluding fixed income), especially stocks of rapidly growing companies. The strategy is based on an investment time horizon of at least five (5) years but may, on occasion, consider opportunities presented by market cycle or fluctuations.
|Asset Class||Weight (%)|
|1. Vanguard ESG US Stock ETF||58.14%|
|2. Vanguard ESG International Stock ETF||10.46%|
|3. iShares MSCI USA Value Factor ETF||5.72%|
|4. iShares MSCI USA Quality Factor ETF||5.62%|
|5. Invesco QQQ Trust Series 1||3.34%|
|6. iShares Global Financials ETF||3.21%|
|7. WisdomTree Enhanced Commodity Strategy Fund||2.89%|
|8. iShares Global Clean Energy ETF||2.66%|
|9. JPMorgan BetaBuilders Japan ETF||1.96%|
|10. iShares MSCI International Quality Factor ETF||1.90%|