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US Focused Moderate

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

Strategy Description

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.

Allocation Breakdown

Asset Class


Equity47.06%
Fixed Income51.05%
Commodities1.39%
Cash0.49%

Geo


America78.11%
Greater Europe9.39%
Developed Asia8.38%
Emerging Asia3.25%
Central/Latin America0.86%

Sector


Financials 17.68%
Industrials7.83%
Consumer Discretionary11.58%
Real Estate3.4%
Consumer Staples 6.72%
Materials 3.08%
Healthcare14.54%
Utilities2.31%
Technology24.19%
Energy1.04%
Communications7.63%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF28.04%
2. iShares Interest Rate Hedged Corporate Bond ETF13.56%
3. iShares iBoxx $ Investment Grade Corporate Bond ETF12.30%
4. JPMorgan Ultra-Short Income ETF8.98%
5. Vanguard ESG International Stock ETF5.26%
6. iShares 7-10 Year Treasury Bond ETF4.77%
7. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund4.73%
8. iShares MSCI USA Value Factor ETF2.82%
9. iShares MSCI USA Quality Factor ETF2.71%
10. iShares Core International Aggregate Bond ETF2.64%