A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.
A balanced investment strategy with an emphasis on current income and capital appreciation. It will likely involve an equal 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.
Equity | 50.82% | |
Fixed Income | 47.24% | |
Commodities | 1.45% | |
Cash | 0.49% |
North America | 79.72% | |
Greater Europe | 8.35% | |
Asia | 10.11% | |
Central/Latin America | 0.47% |
Financials | 16.87% | |||||||
Industrials | 9.24% | |||||||
Consumer Discretionary | 11.58% | |||||||
Real Estate | 1.92% | |||||||
Consumer Staples | 5.63% | |||||||
Materials | 3.15% | |||||||
Healthcare | 10.8% | |||||||
Utilities | 1.2% | |||||||
Technology | 24.64% | |||||||
Energy | 2.52% | |||||||
Communications | 7.75% |
Asset Class | Weight (%) |
---|---|
1. Vanguard ESG US Stock ETF | 17.45% |
2. iShares 7-10 Year Treasury Bond ETF | 13.42% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 10.87% |
4. Avantis US Equity ETF | 9.74% |
5. iShares Interest Rate Hedged Corporate Bond ETF | 9.74% |
6. iShares iBoxx $ Investment Grade Corporate Bond ETF | 7.60% |
7. Janus Henderson Mortgage-Backed Securities ETF | 5.60% |
8. Vanguard ESG International Stock ETF | 5.32% |
9. WisdomTree US High Yield Corporate Bond Fund | 3.58% |
10. iShares 20+ Year Treasury Bond ETF | 3.54% |