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US Focused Equity

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.

Strategy Description

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.

Allocation Breakdown

Asset Class


Equity96.68%
Fixed Income0
Commodities2.89%
Cash0.43%

Geo


America78.49%
Greater Europe9.21%
Developed Asia8.25%
Emerging Asia3.19%
Central/Latin America0.85%

Sector


Financials 17.7%
Industrials7.8%
Consumer Discretionary11.59%
Real Estate3.41%
Consumer Staples 6.72%
Materials 3.07%
Healthcare14.58%
Utilities2.25%
Technology24.22%
Energy1.03%
Communications7.64%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF58.14%
2. Vanguard ESG International Stock ETF10.46%
3. iShares MSCI USA Value Factor ETF5.72%
4. iShares MSCI USA Quality Factor ETF5.62%
5. Invesco QQQ Trust Series 13.34%
6. iShares Global Financials ETF3.21%
7. WisdomTree Enhanced Commodity Strategy Fund2.89%
8. iShares Global Clean Energy ETF2.66%
9. JPMorgan BetaBuilders Japan ETF1.96%
10. iShares MSCI International Quality Factor ETF1.90%